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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.5B AUM 777 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 326 New 285 Added 164 Reduced 315 Exited
Page 10 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UTZ UTZ BRANDS INC Consumer Defensive 222,520.0 $1.7M 0.11% +192K +624.8% $7.70 +82.3%
182 BE BLOOM ENERGY CORP- A Industrials 5,627.0 $1.7M 0.11% +4K +227.3% $302.70 -33.4%
183 CXT CRANE NXT CO Industrials 33,165.0 $1.7M 0.11% +11K +49.7% $51.16 -1.9%
184 LYB LYONDELLBASELL INDU-CL A Basic Materials 32,098.0 $1.7M 0.11% +15K +85.3% $52.65 +28.3%
185 NDSN NORDSON CORP Industrials 5,573.0 $1.7M 0.11% +4K +267.6% $301.69 +10.1%
186 ARMK ARAMARK Industrials 29,220.0 $1.7M 0.11% +22K +300.2% $56.90 +5.0%
187 FHN FIRST HORIZON CORP Financial Services 63,727.0 $1.6M 0.10% +9K +16.3% $25.64 -3.9%
188 PNTG PENNANT GROUP INC/THE Healthcare 43,201.0 $1.6M 0.10% +26K +153.6% $36.95 +5.2%
189 REGN REGENERON PHARMACEUTICALS Healthcare 2,547.0 $1.6M 0.10% +2K +452.5% $623.54 +33.8%
190 BMI BADGER METER INC Technology 10,701.0 $1.6M 0.10% +2K +20.2% $148.38 -11.2%
191 EXEL EXELIXIS INC Healthcare 29,120.0 $1.6M 0.10% +10K +48.6% $54.41 -0.6%
192 CRWV COREWEAVE INC-CL A Technology 15,882.0 $1.6M 0.10% +12K +322.3% $99.54 -11.7%
193 NVST ENVISTA HOLDINGS CORP Healthcare 59,615.0 $1.6M 0.10% +32K +118.8% $26.35 +3.2%
194 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 13,230.0 $1.6M 0.10% +4K +46.0% $118.53 -25.1%
195 LKFN LAKELAND FINANCIAL CORP Financial Services 25,093.0 $1.5M 0.10% +20K +420.4% $61.72 -2.4%
196 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 4,671.0 $1.5M 0.10% +2K +65.9% $330.46 -1.2%
197 GBCI GLACIER BANCORP INC Financial Services 29,361.0 $1.5M 0.10% +4K +17.8% $51.58 -8.4%
198 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 24,441.0 $1.5M 0.10% +8K +47.8% $61.82 -2.4%
199 GRDN GUARDIAN PHRMCY SERVICES-A Healthcare 36,041.0 $1.5M 0.10% +13K +56.9% $41.87 -9.4%
200 EFX EQUIFAX INC Industrials 9,232.0 $1.5M 0.10% +7K +306.3% $158.72 +21.4%
Page 10 of 15  ·  285 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.1%
Industrials 17.6%
Technology 15.3%
Consumer Cyclical 11.0%
Healthcare 9.3%
Consumer Defensive 6.1%
Energy 5.9%
Utilities 4.8%
Basic Materials 4.1%
Communication Services 3.4%