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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 15 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BKSY BLACKSKY TECHNOLOGY INC Technology 13,433.0 $375K 0.02% NEW $27.92 -6.1%
282 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,729.0 $374K 0.02% NEW $216.32 +6.1%
283 PIPR PIPER SANDLER COS Financial Services 5,117.0 $370K 0.02% NEW $72.34 +4.3%
284 KN KNOWLES CORP Technology 8,896.0 $369K 0.02% NEW $41.48 -22.1%
285 CASY CASEY'S GENERAL STORES INC Consumer Cyclical 457.0 $363K 0.02% NEW $794.79 +5.9%
286 LPX LOUISIANA-PACIFIC CORP Basic Materials 4,535.0 $357K 0.02% NEW $78.66 -6.3%
287 PLUS EPLUS INC Technology 4,255.0 $354K 0.02% NEW $83.23 +4.6%
288 JNJ JOHNSON & JOHNSON Healthcare 1,333.0 $339K 0.02% NEW $253.97 +6.6%
289 CFR CULLEN/FROST BANKERS INC Financial Services 2,179.0 $337K 0.02% NEW $154.52 +7.2%
290 JJSF J & J SNACK FOODS CORP Consumer Defensive 4,547.0 $334K 0.02% NEW $73.45 +22.7%
291 LNTH LANTHEUS HOLDINGS INC Healthcare 2,972.0 $330K 0.02% NEW $110.94 -9.6%
292 SNEX STONEX GROUP INC Financial Services 2,738.0 $324K 0.02% NEW $118.50 -42.9%
293 AXSM AXSOME THERAPEUTICS INC Healthcare 1,304.0 $319K 0.02% NEW $244.77 -15.5%
294 DT DYNATRACE INC Technology 7,266.0 $319K 0.02% NEW $43.91 +12.2%
295 OMC OMNICOM GROUP Communication Services 4,344.0 $316K 0.02% NEW $72.83 +22.4%
296 ACM AECOM Industrials 4,371.0 $305K 0.02% NEW $69.80 -7.0%
297 TFIN TRIUMPH FINANCIAL INC Financial Services 3,956.0 $302K 0.02% NEW $76.31 -2.0%
298 FLS FLOWSERVE CORP Industrials 3,996.0 $296K 0.02% NEW $74.16 +7.4%
299 ADTRAN HOLDINGS INC 21,180.0 $294K 0.02% NEW $13.90
300 LCID LUCID GROUP INC Consumer Cyclical 43,992.0 $294K 0.02% NEW $6.69 -19.3%
Page 15 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%