47 is the total number of securities Forest Avenue Capital Management LP has owned. The longest Forest Avenue Capital Management LP has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BATH & BODY WORKS INC | 4 | 4 | 5.55% | 7.56% | 11.05% | Q4 2022 | Q3 2023 | 4 | |
| LNG | CHENIERE ENERGY INC | 4 | 4 | 3.22% | 6.47% | 9.93% | Q4 2022 | Q3 2023 | 4 |
| FSLR | FIRST SOLAR INC | 4 | 4 | 3.05% | 5.52% | 8.19% | Q4 2022 | Q3 2023 | 4 |
| DEN | DENBURY INC | 3 | 3 | 6.25% | 9.80% | 13.76% | Q4 2022 | Q2 2023 | 3 |
| TPX | TEMPUR SEALY INTL INC | 3 | 3 | 4.96% | 6.66% | 9.37% | Q4 2022 | Q2 2023 | 3 |
| GTLS | CHART INDS INC | 3 | 3 | 5.78% | 6.15% | 6.44% | Q1 2023 | Q3 2023 | 3 |
| ARCH | ARCH RESOURCES INC | 3 | 3 | 4.14% | 5.33% | 7.21% | Q1 2023 | Q3 2023 | 3 |
| FB | META PLATFORMS INC | 3 | 3 | 2.40% | 5.25% | 8.22% | Q1 2023 | Q3 2023 | 3 |
| RBC | REGAL REXNORD CORPORATION | 3 | 3 | 3.63% | 4.56% | 5.05% | Q1 2023 | Q3 2023 | 3 |
| FRONTLINE PLC | 3 | 3 | 3.26% | 4.42% | 5.86% | Q1 2023 | Q3 2023 | 3 | |
| PCG | PG&E CORP | 3 | 3 | 1.93% | 3.96% | 5.60% | Q1 2023 | Q3 2023 | 3 |
| AR | ANTERO RESOURCES CORP | 2 | 1 | 1.12% | 3.93% | 7.78% | Q4 2022 | Q3 2023 | 3 |
| EURN | EURONAV NV | 3 | 3 | 1.18% | 1.96% | 3.43% | Q1 2023 | Q3 2023 | 3 |
| RH | RH | 1 | 1 | 4.71% | 6.39% | 8.08% | Q4 2022 | Q2 2023 | 2 |
| MTZ | MASTEC INC | 2 | 2 | 5.11% | 5.73% | 6.35% | Q1 2023 | Q2 2023 | 2 |
| VVV | VALVOLINE INC | 2 | 2 | 3.93% | 5.28% | 6.62% | Q2 2023 | Q3 2023 | 2 |
| FDX | FEDEX CORP | 2 | 2 | 3.79% | 4.16% | 4.54% | Q2 2023 | Q3 2023 | 2 |
| LULU | LULULEMON ATHLETICA INC | 1 | 1 | 3.31% | 3.79% | 4.26% | Q1 2023 | Q3 2023 | 2 |
| H | HYATT HOTELS CORP | 2 | 2 | 3.31% | 3.62% | 3.93% | Q1 2023 | Q2 2023 | 2 |
| UBER | UBER TECHNOLOGIES INC | 2 | 2 | 2.12% | 3.46% | 4.81% | Q2 2023 | Q3 2023 | 2 |
| GT | GOODYEAR TIRE & RUBR CO | 2 | 2 | 1.93% | 3.11% | 4.28% | Q2 2023 | Q3 2023 | 2 |
| BKNG | BOOKING HOLDINGS INC | 2 | 2 | 2.69% | 2.93% | 3.16% | Q2 2023 | Q3 2023 | 2 |
| AMZN | AMAZON COM INC | 2 | 2 | 2.72% | 2.74% | 2.76% | Q2 2023 | Q3 2023 | 2 |
| BABA | ALIBABA GROUP HLDG LTD | 2 | 2 | 1.67% | 2.55% | 3.42% | Q2 2023 | Q3 2023 | 2 |
| NET POWER INC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 | |
| EQT | EQT CORP | 1 | 1 | 8.11% | 8.11% | 8.11% | Q4 2022 | Q4 2022 | 1 |
| CONSTELLATION ENERGY CORP | 1 | 1 | 7.82% | 7.82% | 7.82% | Q4 2022 | Q4 2022 | 1 | |
| CSX | CSX CORP | 1 | 1 | 7.37% | 7.37% | 7.37% | Q4 2022 | Q4 2022 | 1 |
| XPO | XPO INC | 1 | 1 | 6.54% | 6.54% | 6.54% | Q3 2023 | Q3 2023 | 1 |
| STNG | SCORPIO TANKERS INC | 1 | 1 | 5.71% | 5.71% | 5.71% | Q1 2023 | Q1 2023 | 1 |
| RONIU | RICE ACQUISITION CORP II | 1 | 1 | 5.58% | 5.58% | 5.58% | Q4 2022 | Q4 2022 | 1 |
| PBF | PBF ENERGY INC | 1 | 1 | 4.73% | 4.73% | 4.73% | Q1 2023 | Q1 2023 | 1 |
| X | UNITED STATES STL CORP... | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2023 | Q3 2023 | 1 |
| FRO | FRONTLINE LTD | 1 | 1 | 2.96% | 2.96% | 2.96% | Q4 2022 | Q4 2022 | 1 |
| CCL | CARNIVAL CORP | 1 | 1 | 2.74% | 2.74% | 2.74% | Q2 2023 | Q2 2023 | 1 |
| MSFT | MICROSOFT CORP | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2023 | Q3 2023 | 1 |
| FL | FOOT LOCKER INC | 1 | 1 | 2.71% | 2.71% | 2.71% | Q1 2023 | Q1 2023 | 1 |
| JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q2 2023 | Q2 2023 | 1 |
| CPE | CALLON PETE CO DEL | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2023 | Q1 2023 | 1 |
| SAIA | SAIA INC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q3 2023 | Q3 2023 | 1 |
| BTU | PEABODY ENERGY CORP | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2023 | Q3 2023 | 1 |
| SNAP | SNAP INC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q2 2023 | Q2 2023 | 1 |
| MATX | MATSON INC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
| ARNC | ARCONIC CORPORATION | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2023 | Q1 2023 | 1 |
| TDG | TRANSDIGM GROUP INC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2023 | Q2 2023 | 1 |
| AER | AERCAP HOLDINGS NV | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
| RICE ACQUISITION CORP II | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 | |
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The securities at the top of the list , including BATH & BODY WORKS INC, CHENIERE ENERGY INC, and FIRST SOLAR INC, are the highest-conviction holdings of Forest Avenue Capital Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Forest Avenue Capital Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Forest Avenue Capital Management LP owns currently or has owned in the past.