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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 8 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HURN HURON CONSULTING GROUP INC Industrials 25,681.0 $2.3M 0.15% +7K +39.3% $90.16 +80.3%
142 CINF CINCINNATI FINANCIAL CORP Financial Services 12,380.0 $2.3M 0.15% +9K +279.8% $185.14 -7.5%
143 PCG P G & E CORP Utilities 136,234.0 $2.3M 0.15% +8K +6.3% $16.82 +7.7%
144 BFC BANK FIRST CORP Financial Services 15,429.0 $2.3M 0.15% +3K +27.1% $148.35 +3.9%
145 J JACOBS SOLUTIONS INC Industrials 17,556.0 $2.2M 0.14% +9K +94.2% $126.00 +20.3%
146 SM SM ENERGY CO Energy 83,078.0 $2.2M 0.14% +27K +48.4% $26.10 +39.7%
147 GNRC GENERAC HOLDINGS INC Industrials 7,377.0 $2.2M 0.14% +2K +36.4% $292.81 -30.5%
148 NEU NEWMARKET CORP Basic Materials 2,717.0 $2.1M 0.14% +845.0 +45.1% $791.24 +18.4%
149 EEM ISHARES MSCI EMERGING MARKET 31,398.0 $2.1M 0.14% +6K +24.7% $68.41 -3.4%
150 CPRI CAPRI HOLDINGS LTD Consumer Cyclical 114,169.0 $2.1M 0.14% +72K +171.5% $18.57 -26.3%
151 SRRK SCHOLAR ROCK HOLDING CORP Healthcare 38,420.0 $2.1M 0.14% +22K +136.8% $55.00 +5.8%
152 ALK ALASKA AIR GROUP INC Industrials 40,373.0 $2.1M 0.14% +20K +102.8% $52.20 -20.4%
153 MGNI MAGNITE INC Communication Services 110,985.0 $2.1M 0.14% +99K +849.6% $18.98 +24.1%
154 AIT APPLIED INDUSTRIAL TECH INC Industrials 6,192.0 $2.1M 0.14% +826.0 +15.4% $338.15 +0.2%
155 MGEE MGE ENERGY INC Utilities 25,372.0 $2.1M 0.13% +12K +83.4% $81.54 -2.7%
156 IRMD IRADIMED CORP Healthcare 21,579.0 $2.1M 0.13% +18K +532.4% $95.56 -8.8%
157 EFSC ENTERPRISE FINANCIAL SERVICE Financial Services 30,882.0 $2.0M 0.13% +16K +110.0% $65.88 -3.6%
158 SWK STANLEY BLACK & DECKER INC Industrials 21,611.0 $2.0M 0.13% +6K +36.1% $94.12 +4.7%
159 OVV OVINTIV INC Energy 38,581.0 $2.0M 0.13% +27K +222.6% $52.65 +25.2%
160 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 42,444.0 $2.0M 0.13% +31K +264.4% $47.81 -8.6%
Page 8 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%