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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.1B AUM 766 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New 138 Added 337 Reduced 449 Exited
Page 3 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EVRG EVERGY INC Utilities 33,674.0 $2.8M 0.24% +8K +32.0% $81.92 +2.5%
42 HLIO HELIOS TECHNOLOGIES INC Industrials 41,939.0 $2.7M 0.24% +13K +43.3% $64.71 +22.3%
43 SJM JM SMUCKER CO/THE Consumer Defensive 27,546.0 $2.7M 0.24% +18K +188.0% $96.44 +7.2%
44 HURN HURON CONSULTING GROUP INC Industrials 18,436.0 $2.4M 0.21% +11K +137.7% $127.49 -17.3%
45 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 11,089.0 $2.3M 0.21% +2K +28.4% $211.90 +22.1%
46 VVX V2X INC Industrials 32,791.0 $2.2M 0.20% +25K +299.6% $68.50 +8.0%
47 CNXC CONCENTRIX CORP Technology 80,745.0 $2.2M 0.20% +53K +192.4% $27.36 -3.7%
48 PRMB PRIMO BRANDS CORP Consumer Defensive 117,149.0 $2.2M 0.20% +23K +25.0% $18.83 +24.7%
49 MET METLIFE INC Financial Services 31,001.0 $2.2M 0.20% +24K +329.1% $70.72 +18.9%
50 ORI OLD REPUBLIC INTL CORP Financial Services 54,798.0 $2.2M 0.19% +38K +228.5% $39.90 -1.4%
51 VST VISTRA CORP Utilities 14,383.0 $2.2M 0.19% +875.0 +6.5% $150.33 +4.0%
52 LVS LAS VEGAS SANDS CORP Consumer Cyclical 39,232.0 $2.1M 0.19% +2K +5.0% $53.88 -8.3%
53 BKH BLACK HILLS CORP Utilities 29,798.0 $2.1M 0.18% +15K +104.2% $69.41 +7.0%
54 VMI VALMONT INDUSTRIES Industrials 5,160.0 $2.1M 0.18% +3K +185.4% $399.57 +28.5%
55 WRB WR BERKLEY CORP Financial Services 30,250.0 $2.0M 0.18% +13K +70.8% $66.28 +1.9%
56 CTAS CINTAS CORP Industrials 11,788.0 $2.0M 0.18% +4K +59.3% $169.14 +2.2%
57 PWR QUANTA SERVICES INC Industrials 3,578.0 $2.0M 0.17% +2K +108.5% $549.02 +31.8%
58 ATRO ASTRONICS CORP Industrials 28,638.0 $1.9M 0.17% +4K +16.7% $66.73 +21.2%
59 CDNS CADENCE DESIGN SYS INC Technology 6,841.0 $1.9M 0.17% +6K +724.2% $277.87 +34.4%
60 LMAT LEMAITRE VASCULAR INC Healthcare 17,269.0 $1.9M 0.17% +6K +54.5% $109.17 -10.5%
Page 3 of 7  ·  138 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 20.5%
Technology 16.2%
Industrials 15.8%
Consumer Cyclical 11.9%
Healthcare 9.8%
Consumer Defensive 5.4%
Energy 4.6%
Utilities 4.2%
Basic Materials 4.1%
Communication Services 4.1%