Nut Tree Capital Management, LP
Long book
$245.3M
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
+24.7%
SPY +14.8%
Turnover
63%
of book per quarter
Strategy in plain words
auto-generated from filingsNut Tree Capital Management, LP is a concentrated fundamental stock-picker, running a $245.3M US long book across 4 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: GRUPO AEROMEXICO SAB DE CV, AVEANNA HEALTHCARE HOLDINGS, BRIGHTSPIRE CAPITAL INC, VISTANCE NETWORKS INC.
Over the last 9 quarters its long book ran on average 0.4pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-9.0%
Q2 2024
+10.6%
Q3 2024
-13.1%
Q4 2024
-3.8%
Q1 2025
+5.5%
Q2 2025
+31.1%
Q3 2025
+7.2%
Q4 2025
-9.6%
Q1 2026
+24.7%
Sector allocation
Healthcare 88%
Technology 12%
Long book by quarter
What does Nut Tree own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 4 | $245.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 9 | $530.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 8 | $433.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 10 | $339.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 12 | $306.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 10 | $291.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 13 | $442.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 15 | $390.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ANEW HOLDINGS | May 16, 2024 | 1 | $79.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 10 | $281.9M | canonical | SEC ↗ |
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