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Forest Avenue Capital Management LP
Forest Avenue Capital Management LP is a Miami, Florida-based SEC-registered investment adviser founded in 2022. The firm manages public equity investments and serves institutional and high-net-worth clients. The company is relatively new in the investment management industry and currently operates with a small professional team.
Investment Strategy
Forest Avenue Capital Management LP focuses on equity investments, managing a concentrated portfolio of 17 holdings as of mid-2025. The firm targets value and growth opportunities within public markets, with an emphasis on fundamental research and long-term capital appreciation. Major recorded holdings include companies such as Viking Holdings Ltd, Vistra Corp (VST), Carpenter Technology Corp (CRS), and XPO, indicating a diversified sector approach.
Latest 13F Filing Activity
Forest Avenue Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions with a total 13F market value of $1B. The fund increased holdings in Viking Holdings LTD, Qxo Inc., Vistra Corp. among other positions. Forest Avenue Capital Management LP reduced exposure to United States STL Corp. New, Old Dominion Freight Line in, Warrior Met Coal Inc. among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIK | VIKING HOLDINGS LTD | 15.80% | $202.6M | 3,801,316 | $45.78 | $53.29 | +$145.4M |
V VST | VISTRA CORP | 11.12% | $142.6M | 735,556 | $109.67 | $193.81 | +$72.9M |
C CRS | CARPENTER TECHNOLOGY CORP | 10.32% | $132.3M | 478,824 | $171.94 | $276.38 | +$33.0M |
X XPO | XPO INC | 7.23% | $92.7M | 734,221 | $111.57 | $126.29 | +$42.1M |
C CNM | CORE & MAIN INC | 7.08% | $90.7M | 1,503,002 | $49.21 | $60.35 | +$24.4M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Head Trader | Miami, FL , United States | |
 | Partner | Miami, FL , United States | |
 | Partner | Miami, FL , United States | |
 | Partner | FL , United States | |
 | Founder and Chief Investment Officer | Miami, FL , United States | |
 | Analyst | Miami, FL , United States |
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