Forest Avenue Capital Management LP Portfolio Holdings by Sector

Forest Avenue Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Metal Fabrication \| Industrials CRS ATI 2 stocks	$175 Million 18.98% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$143 Million 15.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO 1 stocks	$92.7 Million 10.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$90.7 Million 9.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$87.3 Million 9.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$80.9 Million 8.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$79.7 Million 8.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$54.4 Million 5.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials MATX 1 stocks	$46 Million 5.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$31.1 Million 3.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials WWD 1 stocks	$24.6 Million 2.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Coking Coal \| Basic Materials HCC 1 stocks	$16.3 Million 1.77% of portfolio	-	1	-	-	0 Calls 0 Puts

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