Nut Tree Capital Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$530.5M
Holdings
9
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AEROGRUPO AEROMEXICO SAB DE CV | 5,949,542 | $130.7M | 24.63% | |
| 2 | AVAHAVEANNA HEALTHCARE HLDGS INC | 12,372,649 | $101.1M | 19.05% | |
| 3 | SATS 3.875 11/30/30ECHOSTAR CORP | 25,798,707 | $86.2M | 16.25% | |
| 4 | SATSECHOSTAR CORP | 750,000 | $81.5M | 15.37% | |
| 5 | BRSPBRIGHTSPIRE CAPITAL INC | 10,993,946 | $61.6M | 11.60% | |
| 6 | CSTMCONSTELLIUM SE | 3,225,000 | $60.8M | 11.46% | |
| 7 | BLCOBAUSCH PLUS LOMB CORP | 216,883 | $3.7M | 0.70% | |
| 8 | IWMISHARES TR | 13,100 | $3.2M | 0.61% | |
| 9 | TSETRINSEO PLC | 3,500,000 | $1.7M | 0.33% |