Investor
Nut Tree Capital Management, LP
CIK 0001661655 · filed 2026-05-15 · SEC filing
13F book
$245.3M
Positions
4
1 new · 6 sold
Largest name
36.5%
Grupo Aeromexico Sab De Cv
Est. mark
−$68.7M
Price effect on 3 names still held. Flow −$216.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Grupo Aeromexico Sab De Cv | — | 6.39M | $89.6M | 36.5% | −$47.3M | Added−$41.1M |
| Aveanna Healthcare Hldgs Inc | — | 12.9M | $83.2M | 33.9% | −$21.4M | Added−$17.9M |
| BrightSpire Capital, Inc. | BRSP | 11M | $61.6M | 25.1% | $0 | Held |
| Commscope Hldg Co Inc | VISN | 600K | $10.9M | 4.5% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.