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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 11 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UGI UGI CORP Utilities 24,472.0 $845K 0.06% NEW $34.54 +10.6%
202 AVO MISSION PRODUCE INC Consumer Defensive 71,427.0 $842K 0.05% NEW $11.79 +11.4%
203 RIG TRANSOCEAN LTD Energy 171,635.0 $839K 0.05% NEW $4.89 +18.0%
204 STNE STONECO LTD-A Technology 76,955.0 $834K 0.05% NEW $10.84 -11.9%
205 FLYW FLYWIRE CORP-VOTING Technology 47,064.0 $827K 0.05% NEW $17.57 +10.5%
206 WHD CACTUS INC - A Energy 16,126.0 $826K 0.05% NEW $51.23 +32.8%
207 RRC RANGE RESOURCES CORP Energy 22,176.0 $825K 0.05% NEW $37.19 +10.9%
208 OSIS OSI SYSTEMS INC Technology 3,752.0 $821K 0.05% NEW $218.70 -6.7%
209 RAMP LIVERAMP HOLDINGS INC Technology 21,760.0 $819K 0.05% NEW $37.64 -0.0%
210 SXI STANDEX INTERNATIONAL CORP Industrials 2,256.0 $807K 0.05% NEW $357.67 -15.3%
211 ERIE ERIE INDEMNITY COMPANY-CL A Financial Services 3,359.0 $805K 0.05% NEW $239.75 +12.1%
212 CRM SALESFORCE INC Technology 5,109.0 $800K 0.05% NEW $156.66 +33.4%
213 TNC TENNANT CO Industrials 9,087.0 $795K 0.05% NEW $87.54 -22.1%
214 HCI HCI GROUP INC Financial Services 4,496.0 $788K 0.05% NEW $175.25 +5.7%
215 HRB H&R BLOCK INC Consumer Cyclical 20,541.0 $782K 0.05% NEW $38.08 +41.0%
216 NVGS NAVIGATOR HOLDINGS LTD Energy 41,536.0 $774K 0.05% NEW $18.63 +19.9%
217 ITRI ITRON INC Technology 8,758.0 $758K 0.05% NEW $86.53 +14.1%
218 AMPX AMPRIUS TECHNOLOGIES INC Industrials 54,128.0 $750K 0.05% NEW $13.86 -28.9%
219 BV BRIGHTVIEW HOLDINGS INC Industrials 52,914.0 $750K 0.05% NEW $14.17 -22.8%
220 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 11,508.0 $716K 0.05% NEW $62.22 -29.9%
Page 11 of 17  ·  326 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%