Nut Tree Capital Management, LP holds a concentrated book of 4 stocks worth $245.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vistance Networks Inc. Their largest long position is Grupo Aeromexico SAB De CV at 37% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1661655/holdings"
Use Arkolith to show Nut Tree Capital Management, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Grupo Aeromexico SAB De CV SPONSORED ADS | $89.6M | 6.39M | 36.5% | ▲+7.5% Added · +443K sh | |
| 2 | Aveanna Healthcare Hldgs Inc COM | $83.2M | 12.92M | 33.9% | ▲+4.4% Added · +550K sh | |
| 3 | Brightspire Capital Inc COM CL A | $61.6M | 10.99M | 25.1% | —Held | |
| 4 | Vistance Networks Inc COM | $10.9M | 600.0K | 4.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.