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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 16 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MATX MATSON INC Industrials 1,524.0 $293K 0.02% NEW $192.23 +15.9%
302 HE HAWAIIAN ELECTRIC INDS Utilities 21,626.0 $293K 0.02% NEW $13.53 -15.0%
303 LBRDK LIBERTY BROADBAND-C Communication Services 8,780.0 $292K 0.02% NEW $33.26 +8.3%
304 UVV UNIVERSAL CORP/VA Consumer Defensive 5,525.0 $288K 0.02% NEW $52.17 -13.7%
305 NPO ENPRO INC Industrials 747.0 $282K 0.02% NEW $376.93 -17.1%
306 HWM HOWMET AEROSPACE INC Industrials 1,015.0 $273K 0.02% NEW $268.86 +1.0%
307 LBRT LIBERTY ENERGY INC Energy 10,130.0 $265K 0.02% NEW $26.19 -26.1%
308 HTLD HEARTLAND EXPRESS INC Industrials 17,359.0 $264K 0.02% NEW $15.22 -15.6%
309 TNDM TANDEM DIABETES CARE INC Healthcare 17,430.0 $263K 0.02% NEW $15.09 +47.9%
310 MD PEDIATRIX MEDICAL GROUP INC Healthcare 10,291.0 $261K 0.02% NEW $25.33 +4.9%
311 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,594.0 $258K 0.02% NEW $71.74 +1.0%
312 HLIT HARMONIC INC Technology 15,555.0 $254K 0.02% NEW $16.33 -23.6%
313 INDB INDEPENDENT BANK CORP/MA Financial Services 2,967.0 $248K 0.02% NEW $83.72 +0.0%
314 DBX DROPBOX INC-CLASS A Technology 8,641.0 $237K 0.01% NEW $27.47 +25.5%
315 RNST RENASANT CORP Financial Services 5,519.0 $235K 0.01% NEW $42.54 -2.4%
316 ARCB ARCBEST CORP Industrials 1,621.0 $233K 0.01% NEW $143.54 -2.2%
317 MH MCGRAW HILL INC Consumer Defensive 24,165.0 $229K 0.01% NEW $9.47 +40.4%
318 KNF KNIFE RIVER CORP Basic Materials 2,627.0 $220K 0.01% NEW $83.65 -20.9%
319 WYNN WYNN RESORTS LTD Consumer Cyclical 2,225.0 $216K 0.01% NEW $97.09 +3.3%
320 WD WALKER & DUNLOP INC Financial Services 3,884.0 $212K 0.01% NEW $54.70 -26.5%
Page 16 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%