StockDriftsStockDriftsTop 25 Forest Avenue Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | 12.33% | 1.30M | $195.0M | +15.66%(+175.66K) | $128.99(+10.01%) | 2026-03-31 | |
| VIK | VIKING HOLDINGS LTD | 9.46% | 2.04M | $149.7M | -28.85%(-826.03K) | $41.65(+108.20%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 9.34% | 375.0K | $147.8M | -40.48%(-255.05K) | $184.93(+132.29%) | 2026-03-31 | |
| QXO | QXO INC | 5.68% | 4.62M | $89.8M | +23.77%(+887.79K) | $17.98(-3.05%) | 2026-03-31 | |
| CNM | CORE & MAIN INC | 5.65% | 1.81M | $89.3M | -3.82%(-71.83K) | $48.92(-1.82%) | 2026-03-31 | |
| PARR | PAR PAC HOLDINGS INC | 5.61% | 1.42M | $88.8M | +78.96%(+625.25K) | $38.88(+54.79%) | 2026-03-31 | |
| MTZ | MASTEC INC | 5.49% | 269.9K | $86.8M | -45.38%(-224.16K) | $195.05(+122.91%) | 2026-03-31 | |
| ECG | EVERUS CONSTR GROUP | 5.34% | 715.3K | $84.4M | new | $101.81(+58.28%) | 2026-03-31 | |
| WWD | WOODWARD INC | 5.03% | 222.1K | $79.5M | -35.63%(-122.93K) | $246.62(+48.17%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4.73% | 1.01M | $74.8M | +45.52%(+316.62K) | $60.97(+5.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.11% | +110.27% |
| Top 20 Holdings Unweighted | +29.89% | +119.16% |
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