Forest Avenue Capital Management Lp
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 4
- Avg AUM / client
- $602M
- Accounts
- 4
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 26 positions, $1,685,637,001)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vistra Corp | COM | $195,026,867 | 1,297,325 | 11.6% | 8.11% |
| 2 | Viking Holdings Ltd | ORD SHS | $149,694,558 | 2,037,215 | 8.88% | 6.22% |
| 3 | Carpenter Technology Corp | COM | $147,810,980 | 375,012 | 8.77% | 6.14% |
| 4 | Invesco Qqq Tr | UNIT SER 1 | $103,892,400 | 180,000 | 6.16% | 4.32% |
| 5 | Qxo Inc | COM NEW | $89,774,446 | 4,622,783 | 5.33% | 3.73% |
| 6 | Core & Main Inc | CL A | $89,317,917 | 1,808,055 | 5.3% | 3.71% |
| 7 | Par Pac Holdings Inc | COM NEW | $88,765,829 | 1,417,079 | 5.27% | 3.69% |
| 8 | Mastec Inc | COM | $86,821,861 | 269,851 | 5.15% | 3.61% |
| 9 | Everus Constr Group | COM | $84,446,547 | 715,285 | 5.01% | 3.51% |
| 10 | Woodward Inc | COM | $79,484,368 | 222,073 | 4.72% | 3.3% |
| 11 | Somnigroup International Inc | COM | $74,820,420 | 1,012,181 | 4.44% | 3.11% |
| 12 | Peabody Engr Corp | COM | $54,247,628 | 1,646,362 | 3.22% | 2.25% |
| 13 | Cheniere Energy Inc | COM NEW | $48,863,472 | 172,200 | 2.9% | 2.03% |
| 14 | Regal Rexnord Corporation | COM | $44,795,775 | 239,217 | 2.66% | 1.86% |
| 15 | Argan Inc | COM | $40,552,460 | 74,456 | 2.41% | 1.69% |
| 16 | Constellation Energy Corp | COM | $37,326,231 | 133,666 | 2.21% | 1.55% |
| 17 | Norwegian Cruise Line Hldgs | SHS | $36,899,438 | 1,973,232 | 2.19% | 1.53% |
| 18 | Leggett & Platt Inc | COM | $36,579,603 | 3,702,389 | 2.17% | 1.52% |
| 19 | Venture Global Inc | COM CL A | $32,069,803 | 2,034,886 | 1.9% | 1.33% |
| 20 | Antero Resources Corp | COM | $31,757,852 | 748,300 | 1.88% | 1.32% |
| 21 | Huntington Ingalls Inds Inc | COM | $31,459,139 | 82,809 | 1.87% | 1.31% |
| 22 | Delek Us Hldgs Inc New | COM | $29,468,118 | 653,830 | 1.75% | 1.22% |
| 23 | Terawulf Inc | COM | $28,441,299 | 1,970,984 | 1.69% | 1.18% |
| 24 | Warrior Met Coal Inc | COM | $26,625,810 | 285,838 | 1.58% | 1.11% |
| 25 | Core Natural Resources Inc | COM SHS | $15,866,595 | 151,500 | 0.94% | 0.66% |
Top 25 of 26 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $2.4B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $683M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Forest Avenue Master Fund Lp master | Hedge Fund | Cayman Islands | $683M | 44 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Yusufi, Tarigh, Nmn | Founder And Cio | Apr 2021 (5y) | 75% or more | |
| Haynes, Sarah, Jane | Chief Compliance Officer, Chief Operating Officer,Chief Financial Officer | May 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Forest Avenue Capital Management Gp Llc | General Partner | Apr 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $683M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Forest Avenue Master Fund Lp | Hedge Fund | $683M | $5.0M | 44 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Morgan Stanley $79.3M (5% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗