Filed: 5/15/2026ACC: 0001661655-26-000002
📋 What this filing means
NUT TREE CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $245.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$245.27M
Total AUM (reported)
30.91M
Total Shares
Allocation by class
COM$94.14M38.4%
SPONSORED ADS$89.56M36.5%
COM CL A$61.57M25.1%
Portfolio Concentration
Top 3$234.35M95.5%
4–10$10.92M4.5%
Top 3 weight
95.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 30.91M
Sole
Full voting authority
30.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
GRUPO AEROMEXICO SAB DE CV
SOLEShares6.39M
TypeSH
Market value$89.56M
36.52%
Sole
6.39M
Shared
0.00
None
0.00
AVEANNA HEALTHCARE HLDGS INC
SOLEShares12.92M
TypeSH
Market value$83.22M
33.93%
Sole
12.92M
Shared
0.00
None
0.00
BRIGHTSPIRE CAPITAL INC
SOLEShares10.99M
TypeSH
Market value$61.57M
25.10%
Sole
10.99M
Shared
0.00
None
0.00
VISTANCE NETWORKS INC
SOLEShares600K
TypeSH
Market value$10.92M
4.45%
Sole
600K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRUPO AEROMEXICO SAB DE CVSOLE | SPONSORED ADS | 6.39M | SH | $89.56M 36.52% | 6.39M | 0.00 | 0.00 |
AVEANNA HEALTHCARE HLDGS INCSOLE | COM | 12.92M | SH | $83.22M 33.93% | 12.92M | 0.00 | 0.00 |
BRIGHTSPIRE CAPITAL INCSOLE | COM CL A | 10.99M | SH | $61.57M 25.10% | 10.99M | 0.00 | 0.00 |
VISTANCE NETWORKS INCSOLE | COM | 600K | SH | $10.92M 4.45% | 600K | 0.00 | 0.00 |