Nut Tree Capital Management, LP

NEW YORK, NY · CIK 1661655 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2016 · limited partnership

Assets managed$5.1bn
Staff13 · 13 in investment roles
Main clients (by assets)Private funds 100%
Private funds3 (3 hedge) · $5.1bn gross assets
Websitenuttreecapital.com
Form ADV · 2026-03-04SEC adviser record

Legal entityNUT TREE CAPITAL MANAGEMENT, LP (US)

$419.0m reported value +70.8% vs Q1 2026

8positions

100.0%in top 10

4 new 1 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GRUPO AEROMEXICO SAB DE CV SPONSORED ADS AERO	AERO	6,492,821	$116.9m27.89%	27.89%	Added +100.0k	+100,000 1.6%
2	AVEANNA HEALTHCARE HLDGS INC COM AVAH	AVAH	12,922,649	$110.7m26.43%	26.43%	Unchanged
3	VIASAT INC COM VSAT	VSAT	1,047,996	$94.1m22.46%	22.46%	New
4	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	500,000	$62.2m14.85%	14.85%	New
5	ECHOSTAR CORP CL A ECHO	ECHO	150,000	$15.2m3.63%	3.63%	New
6	BRIGHTSPIRE CAPITAL INC COM CL A BRSP	BRSP	1,937,826	$10.6m2.52%	2.52%	Reduced -9.1m	-9,056,120 -82.4%
7	COMMSCOPE HLDG CO INC COM VISN	VISN	433,769	$5.5m1.32%	1.32%	Reduced -166.2k	-166,231 -27.7%
8	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	26,200	$3.7m0.89%	0.89%	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
TRINSEO PLC TSEOQ · 13G · filed 2026-05-15	TSEOQ	8.3%		13G	2026-05-15