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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 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GAP GAP INC/THE Consumer Cyclical 77,543.0 $1.9M 0.17% +35K +82.4% $24.20 -4.3%
62 NNI NELNET INC-CL A Financial Services 14,203.0 $1.8M 0.16% +12K +458.5% $128.96 +0.5%
63 URBN URBAN OUTFITTERS INC Consumer Cyclical 28,714.0 $1.8M 0.16% +17K +150.6% $63.35 +13.1%
64 CPRT COPART INC Industrials 54,750.0 $1.8M 0.16% +36K +188.7% $33.20 +3.6%
65 SGHC SUPER GROUP SGHC LTD Consumer Cyclical 168,283.0 $1.8M 0.16% +93K +123.4% $10.80 +27.2%
66 CNA CNA FINANCIAL CORP Financial Services 38,512.0 $1.8M 0.16% +8K +28.0% $45.92 -3.5%
67 CORZ CORE SCIENTIFIC INC Technology 117,387.0 $1.8M 0.16% +6K +5.8% $14.96 +65.9%
68 SM SM ENERGY CO Energy 55,997.0 $1.7M 0.15% +44K +355.3% $31.18 +11.6%
69 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 80,003.0 $1.7M 0.15% +7K +10.1% $21.75 +27.1%
70 HRI HERC HOLDINGS INC Industrials 17,400.0 $1.7M 0.15% +13K +323.2% $99.55 +30.2%
71 GXO GXO LOGISTICS INC Industrials 33,243.0 $1.7M 0.15% +9K +36.9% $51.85 -9.9%
72 MOS MOSAIC CO/THE Basic Materials 66,749.0 $1.7M 0.15% +449.0 +0.7% $25.50 -14.0%
73 OTIS OTIS WORLDWIDE CORP Industrials 22,011.0 $1.7M 0.15% +16K +240.2% $77.08 -7.1%
74 NTRA NATERA INC Healthcare 8,428.0 $1.7M 0.15% +427.0 +5.3% $199.99 +1.9%
75 BLBD BLUE BIRD CORP Consumer Cyclical 29,668.0 $1.7M 0.15% +6K +26.2% $56.79 +14.1%
76 UHS UNIVERSAL HEALTH SERVICES-B Healthcare 9,266.0 $1.7M 0.15% +2K +31.4% $178.97 -8.2%
77 XPRO EXPRO GROUP HOLDINGS NV Energy 95,077.0 $1.7M 0.15% +76K +397.4% $17.41 -2.5%
78 FFIN FIRST FINL BANKSHARES INC Financial Services 55,303.0 $1.6M 0.14% +32K +136.1% $29.45 +9.3%
79 LSTR LANDSTAR SYSTEM INC Industrials 10,128.0 $1.6M 0.14% +6K +161.2% $160.31 +19.2%
80 SEALED AIR CORP 38,383.0 $1.6M 0.14% +24K +159.1% $42.05
Page 4 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%