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Size ($ in 1000's)
At 12/31/2023: $295,229
At 09/30/2023: $221,794
Forest Avenue Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Forest Avenue Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Forest Avenue Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Forest Avenue Capital Management LP.
In the Forest Avenue Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Forest Avenue Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Forest Avenue Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| BATH & BODY WORKS INC |
641,707 |
+277,500 |
$27,696 | | BBWI | 641,707 | +277,500 | $27,696 | | PG&E CORP |
1,487,200 |
+1,222,100 |
$26,814 | | PCG | 1,487,200 | +1,222,100 | $26,814 | | FEDEX CORP |
92,400 |
+60,700 |
$23,374 | | FDX | 92,400 | +60,700 | $23,374 | | FRONTLINE PLC |
1,057,691 |
+567,900 |
$21,207 | | FRO | 1,057,691 | +567,900 | $21,207 | | TEMPUR SEALY INTL INC |
401,300 |
+401,300 |
$20,454 | | TPX | 401,300 | +401,300 | $20,454 | | REGAL REXNORD CORPORATION |
136,298 |
+79,900 |
$20,175 | | RRX | 136,298 | +79,900 | $20,175 | | XPO INC |
221,600 |
+27,400 |
$19,410 | | XPO | 221,600 | +27,400 | $19,410 | | ARCH RESOURCES INC |
113,295 |
+19,568 |
$18,800 | | ARCH | 113,295 | +19,568 | $18,800 | | FIRST SOLAR INC |
104,450 |
+14,300 |
$17,995 | | FSLR | 104,450 | +14,300 | $17,995 | | CHENIERE ENERGY INC |
83,382 |
+15,700 |
$14,234 | | LNG | 83,382 | +15,700 | $14,234 | | QUANTA SVCS INC |
63,600 |
+63,600 |
$13,725 | | PWR | 63,600 | +63,600 | $13,725 | | META PLATFORMS INC |
37,700 |
-126 |
$13,344 | | META | 37,700 | -126 | $13,344 | | CORE & MAIN INC |
323,800 |
+323,800 |
$13,085 | | CNM | 323,800 | +323,800 | $13,085 | | GOODYEAR TIRE & RUBR CO |
739,642 |
-24,526 |
$10,592 | | GT | 739,642 | -24,526 | $10,592 | | CAESARS ENTERTAINMENT INC NE |
188,600 |
+188,600 |
$8,842 | | CZR | 188,600 | +188,600 | $8,842 | | MATSON INC |
64,000 |
+15,000 |
$7,014 | | MATX | 64,000 | +15,000 | $7,014 | | WARRIOR MET COAL INC |
110,300 |
+110,300 |
$6,725 | | HCC | 110,300 | +110,300 | $6,725 | | CLEVELAND CLIFFS INC NEW |
303,900 |
+303,900 |
$6,206 | | CLF | 303,900 | +303,900 | $6,206 | | VALVOLINE INC |
140,033 |
-315,167 |
$5,262 | | VVV | 140,033 | -315,167 | $5,262 |
See Full List: All Stocks Held By Forest Avenue Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Forest Avenue Capital Management LP
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