Forest Avenue Capital Company Profile and Performance

Forest Avenue Capital is a private investment firm that focuses on making long-term investments in various industries.

Their company profile reveals a commitment to thorough research and analysis before making any investment decisions.

Forest Avenue Capital was founded in 2010 by a team of experienced investors.

The firm's investment strategy is centered around identifying undervalued companies with strong growth potential.

Forest Avenue Capital's team of experts has a proven track record of success in the investment industry.

Forest Avenue Capital Management holds a diverse portfolio of 21 positions, as reported in their December 2024 quarterly 13F filing. These holdings are valued at a total of over $1 billion.

Their largest holding is Amazon (AMZN), which accounts for 9.5% of their portfolio and is valued at $104 million. This is a significant position, considering Amazon's market dominance and growth prospects.

Forest Avenue Capital also has a notable holding in Xpo Logistics Inc equity Call Option (XPO), which accounts for 9.4% of their portfolio and is valued at $103 million. This position has seen a significant increase of 119% in the share count.

Here's a breakdown of their top 5 holdings:

It's worth noting that Forest Avenue Capital has also made new additions to their portfolio, including Wal-Mart Stores (WMT), United States Steel Corporation (X), and Generac Holdings (GNRC), among others.

Forest Avenue Capital Management has a diverse portfolio with 21 positions as of their December 2024 quarterly 13F filing.

Their top holding is Amazon (AMZN), which accounts for 9.5% of their portfolio and is valued at $104 million.

Forest Avenue Capital Management also holds a significant stake in Xpo Logistics Inc equity Call Option (XPO), which is valued at $103 million and accounts for 9.4% of their portfolio.

One of their notable holdings is Constellation Energy (CEG), which has increased by 24% and is valued at $97 million.

Here's a snapshot of their top 5 holdings:

Forest Avenue Capital Management has also made some significant changes to their portfolio, adding new positions such as Wal-Mart Stores (WMT), United States Steel Corporation (X), and Applovin Corp Com Cl A (APP).

Forest Avenue Capital Management has been filing with the SEC since 2022. The first filing of 2022 is available for review.

Their most recent filings are for 2024. The Q4 filing was submitted on February 13, 2025, and the Q3 filing was submitted on November 13, 2024.

Looking at their quarterly filings, we can see that they file on a consistent schedule. The Q2 filing for 2024 was submitted on August 13, 2024, and the Q1 filing was submitted on May 13, 2024.

Interestingly, Forest Avenue Capital Management also filed a restated Q3 filing for 2023, which was submitted on November 14, 2023. This is notable because it shows that the firm is committed to transparency and accuracy in their filings.

Here is a list of all the available quarterly filings for Forest Avenue Capital Management:

At Forest Avenue Capital Management LP, the average annual salary for employees is $105,659, which translates to an approximate hourly wage of $51.

Salaries at Forest Avenue Capital Management LP typically range from $92,680 to $119,732 annually.

The highest earners at Forest Avenue Capital Management LP are Controllers, with an average salary of approximately $244,810 per year.

Executive Assistants, specifically the Office Manager, earn around $75,441 annually, which is the lowest-paid position at the company.