Filed: 8/14/2026ACC: 0001661655-26-000003
📋 What this filing means
NUT TREE CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $419.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$419.01M
Total AUM (reported)
23.51M
Total Shares
Allocation by class
COM$210.41M50.2%
SPONSORED ADS$116.87M27.9%
SHS CLASS A$62.22M14.8%
CL A$18.95M4.5%
COM CL A$10.56M2.5%
Portfolio Concentration
Top 3$321.74M76.8%
4–10$97.28M23.2%
Top 3 weight
76.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 23.51M
Sole
Full voting authority
23.51M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
GRUPO AEROMEXICO SAB DE CV
SOLEShares6.49M
TypeSH
Market value$116.87M
27.89%
Sole
6.49M
Shared
0.00
None
0.00
AVEANNA HEALTHCARE HLDGS INC
SOLEShares12.92M
TypeSH
Market value$110.75M
26.43%
Sole
12.92M
Shared
0.00
None
0.00
VIASAT INC
SOLEShares1.05M
TypeSH
Market value$94.12M
22.46%
Sole
1.05M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares500K
TypeSH
Market value$62.22M
14.85%
Sole
500K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares150K
TypeSH
Market value$15.22M
3.63%
Sole
150K
Shared
0.00
None
0.00
BRIGHTSPIRE CAPITAL INC
SOLEShares1.94M
TypeSH
Market value$10.56M
2.52%
Sole
1.94M
Shared
0.00
None
0.00
VISTANCE NETWORKS INC
SOLEShares433.77K
TypeSH
Market value$5.54M
1.32%
Sole
433.77K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC
SOLEShares26.20K
TypeSH
Market value$3.73M
0.89%
Sole
26.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRUPO AEROMEXICO SAB DE CVSOLE | SPONSORED ADS | 6.49M | SH | $116.87M 27.89% | 6.49M | 0.00 | 0.00 |
AVEANNA HEALTHCARE HLDGS INCSOLE | COM | 12.92M | SH | $110.75M 26.43% | 12.92M | 0.00 | 0.00 |
VIASAT INCSOLE | COM | 1.05M | SH | $94.12M 22.46% | 1.05M | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 500K | SH | $62.22M 14.85% | 500K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 150K | SH | $15.22M 3.63% | 150K | 0.00 | 0.00 |
BRIGHTSPIRE CAPITAL INCSOLE | COM CL A | 1.94M | SH | $10.56M 2.52% | 1.94M | 0.00 | 0.00 |
VISTANCE NETWORKS INCSOLE | COM | 433.77K | SH | $5.54M 1.32% | 433.77K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 26.20K | SH | $3.73M 0.89% | 26.20K | 0.00 | 0.00 |