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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 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMN EASTMAN CHEMICAL CO Basic Materials 10,541.0 $804K 0.07% +2K +24.9% $76.32 -4.1%
122 MBC MASTERBRAND INC Consumer Cyclical 92,497.0 $769K 0.07% +12K +14.7% $8.31 -8.5%
123 DAKT DAKTRONICS INC Technology 37,914.0 $741K 0.07% +15K +62.5% $19.55 +0.9%
124 CNK CINEMARK HOLDINGS INC Communication Services 25,588.0 $730K 0.07% +10K +65.4% $28.52 -6.7%
125 CHH CHOICE HOTELS INTL INC Consumer Cyclical 6,907.0 $715K 0.06% +5K +206.0% $103.50 +7.7%
126 APG API GROUP CORP Industrials 17,508.0 $709K 0.06% +11K +190.4% $40.52 +2.4%
127 OI O-I GLASS INC Consumer Cyclical 65,262.0 $686K 0.06% +14K +26.6% $10.51 -14.3%
128 RIVN RIVIAN AUTOMOTIVE INC-A Consumer Cyclical 45,388.0 $683K 0.06% +29K +173.8% $15.05 -8.8%
129 CNM CORE & MAIN INC-CLASS A Industrials 13,699.0 $677K 0.06% +8K +134.8% $49.40 -4.5%
130 SEI SOLARIS ENERGY INFRASTRUCTUR Energy 11,497.0 $650K 0.06% +1K +11.1% $56.51 +26.4%
131 MCY MERCURY GENERAL CORP Financial Services 5,991.0 $528K 0.05% +2K +44.4% $88.15 +16.1%
132 PLPC PREFORMED LINE PRODUCTS CO Industrials 1,817.0 $492K 0.04% +244.0 +15.5% $270.75 +24.6%
133 INVA INNOVIVA INC Healthcare 19,436.0 $453K 0.04% +7K +56.4% $23.30 -4.7%
134 TSLA TESLA INC Consumer Cyclical 1,183.0 $440K 0.04% +359.0 +43.6% $371.75 +12.2%
135 ROST ROSS STORES INC Consumer Cyclical 2,029.0 $440K 0.04% +470.0 +30.1% $216.63 -1.8%
136 AVPT AVEPOINT INC Technology 43,187.0 $411K 0.04% +2K +5.6% $9.51 +7.7%
137 IMVT IMMUNOVANT INC Healthcare 14,196.0 $353K 0.03% +132.0 +0.9% $24.84 +37.4%
138 OGN ORGANON & CO Healthcare 52,272.0 $313K 0.03% +20K +60.0% $5.99 +124.0%
Page 7 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%