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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 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STRA STRATEGIC EDUCATION INC Consumer Defensive 3,260.0 $270K 0.02% NEW $82.96 -3.6%
242 ABM ABM INDUSTRIES INC Industrials 6,975.0 $269K 0.02% NEW $38.52 +4.2%
243 PCT PURECYCLE TECHNOLOGIES INC Industrials 51,603.0 $268K 0.02% NEW $5.19 +118.3%
244 ATKR ATKORE INC Industrials 4,539.0 $267K 0.02% NEW $58.91 +29.3%
245 MSCI MSCI INC Financial Services 490.0 $264K 0.02% NEW $539.01 +8.0%
246 VIRT VIRTU FINANCIAL INC-CLASS A Financial Services 5,967.0 $262K 0.02% NEW $43.98 +22.3%
247 ACI ALBERTSONS COS INC - CLASS A Consumer Defensive 15,153.0 $258K 0.02% NEW $17.04 -4.5%
248 NEPTUNE INSURANCE HOLDI-CL A 10,616.0 $257K 0.02% NEW $24.19
249 CNOB CONNECTONE BANCORP INC Financial Services 9,502.0 $254K 0.02% NEW $26.77 +11.2%
250 OGE OGE ENERGY CORP Utilities 5,295.0 $254K 0.02% NEW $47.96 +0.3%
251 AVAH AVEANNA HEALTHCARE HOLDINGS Healthcare 38,941.0 $251K 0.02% NEW $6.44 +19.1%
252 FFIV F5 INC Technology 862.0 $249K 0.02% NEW $289.33 +32.6%
253 EMR EMERSON ELECTRIC CO Industrials 1,890.0 $248K 0.02% NEW $131.02 +3.0%
254 EXPAND ENERGY CORP 2,216.0 $243K 0.02% NEW $109.78
255 UTZ UTZ BRANDS INC Consumer Defensive 30,700.0 $243K 0.02% NEW $7.92 -2.5%
256 AMPL AMPLITUDE INC-CLASS A Technology 34,733.0 $237K 0.02% NEW $6.82 -4.4%
257 BW BABCOCK & WILCOX ENTERPR Industrials 15,983.0 $235K 0.02% NEW $14.69 +39.8%
258 BE BLOOM ENERGY CORP- A Industrials 1,719.0 $233K 0.02% NEW $135.49 +127.2%
259 AKAM AKAMAI TECHNOLOGIES INC Technology 1,989.0 $228K 0.02% NEW $114.85 +27.3%
260 LIND LINDBLAD EXPEDITIONS HOLDING Consumer Cyclical 13,031.0 $225K 0.02% NEW $17.30 +14.9%
Page 13 of 15  ·  284 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%