Forest Avenue Capital Management LP
MIAMI FL · SEC CIK 0001944889
$23.81亿2026Q2 申报市值
24持仓数
62.1%前十大占比 · 第一大 10.2%
7 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MAIR 新建仓+$1.58亿
DPC 新建仓+$1.44亿
LGN 新建仓+$1.32亿
TSM 新建仓+$1.23亿
NCLH 加仓+$8,823.85万
2026Q2 卖出最多 按季末市值估算
CRS 减仓-$1.30亿
LNG 清仓-$4,886.35万
VIK 减仓-$4,757.66万
AGX 清仓-$4,055.25万
CEG 清仓-$3,732.62万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -180,000 | -100.0% | -$1.04亿 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -172,200 | -100.0% | -$4,886.35万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -74,456 | -100.0% | -$4,055.25万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -133,666 | -100.0% | -$3,732.62万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -2,034,886 | -100.0% | -$3,206.98万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -748,300 | -100.0% | -$3,175.79万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -82,809 | -100.0% | -$3,145.91万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -285,838 | -100.0% | -$2,662.58万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -151,500 | -100.0% | -$1,586.66万 | 清仓 |
| — | NOVONIX LIMITED | $54.73万 | 0.02% | 1,189,771 | -9,627 | -0.8% | -$4,428 | 减仓 |
| BRKR | BRUKER CORP | $2,539.60万 | 1.07% | 422,000 | 422,000 | — | $2,539.60万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $3,775.84万 | 1.59% | 1,633,147 | -13,215 | -0.8% | -$30.55万 | 减仓 |
| — | LEGGETT & PLATT INC | $4,300.70万 | 1.81% | 3,672,672 | -29,717 | -0.8% | -$34.80万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $4,977.36万 | 2.09% | 887,546 | -529,533 | -37.4% | -$2,969.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,888.65万 | 2.47% | 294,300 | 294,300 | — | $5,888.65万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $6,036.52万 | 2.54% | 1,188,057 | 534,227 | 81.7% | $2,714.41万 | 加仓 |
| ALAB | ASTERA LABS INC | $7,212.45万 | 3.03% | 149,320 | 149,320 | — | $7,212.45万 | 新建仓 |
| QXO | QXO INC | $7,924.05万 | 3.33% | 4,585,678 | -37,105 | -0.8% | -$64.12万 | 减仓 |
| WULF | TERAWULF INC | $8,456.49万 | 3.55% | 3,423,682 | 1,452,698 | 73.7% | $3,588.16万 | 加仓 |
| CNM | CORE & MAIN INC | $8,653.84万 | 3.63% | 1,793,541 | -14,514 | -0.8% | -$70.03万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.01亿 | 4.25% | 164,219 | -210,793 | -56.2% | -$1.30亿 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1.02亿 | 4.27% | 1,296,142 | 283,961 | 28.1% | $2,226.25万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1.02亿 | 4.28% | 427,925 | 188,708 | 78.9% | $4,494.84万 | 加仓 |
| MTZ | MASTEC INC | $1.03亿 | 4.34% | 248,627 | -21,224 | -7.9% | -$883.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.23亿 | 5.17% | 257,965 | 257,965 | — | $1.23亿 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.30亿 | 5.46% | 6,153,171 | 4,179,939 | 211.8% | $8,823.85万 | 加仓 |
| LGN | LEGENCE CORP | $1.32亿 | 5.54% | 1,546,512 | 1,546,512 | — | $1.32亿 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $1.37亿 | 5.76% | 826,510 | 111,225 | 15.5% | $1,845.78万 | 加仓 |
| WWD | WOODWARD INC | $1.41亿 | 5.93% | 332,039 | 109,966 | 49.5% | $4,678.39万 | 加仓 |
| DPC | DPC HOLDINGS PLC | $1.44亿 | 6.04% | 2,929,831 | 2,929,831 | — | $1.44亿 | 新建仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1.58亿 | 6.65% | 4,061,688 | 4,061,688 | — | $1.58亿 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $1.66亿 | 6.96% | 1,582,676 | -454,539 | -22.3% | -$4,757.66万 | 减仓 |
| VST | VISTRA CORP | $2.43亿 | 10.22% | 1,534,281 | 236,956 | 18.3% | $3,758.83万 | 加仓 |