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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $2.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 23 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 34,354.0 $1.8M 0.08% NEW $51.63 -36.7%
442 SYY SYSCO CORP Consumer Defensive 24,022.0 $1.8M 0.08% NEW $73.69 +3.5%
443 FIX COMFORT SYSTEMS USA INC Industrials 1,896.0 $1.8M 0.08% NEW $933.29 +95.9%
444 GPN GLOBAL PAYMENTS INC Industrials 22,788.0 $1.8M 0.08% NEW $77.40 -5.3%
445 NBTB N B T BANCORP INC Financial Services 42,416.0 $1.8M 0.08% NEW $41.52 +10.6%
446 GL GLOBE LIFE INC Financial Services 12,514.0 $1.8M 0.08% NEW $139.86 +11.7%
447 QXO QXO INC Industrials 90,580.0 $1.7M 0.08% NEW $19.29 -13.6%
448 LFST LIFESTANCE HEALTH GROUP INC Healthcare 246,647.0 $1.7M 0.08% NEW $7.04 +5.0%
449 HD HOME DEPOT INC Consumer Cyclical 4,993.0 $1.7M 0.08% NEW $344.10 -9.0%
450 PAYC PAYCOM SOFTWARE INC Technology 10,710.0 $1.7M 0.08% NEW $159.36 -13.5%
451 KAI KADANT INC Industrials 5,987.0 $1.7M 0.08% NEW $285.02 +12.1%
452 FIS FIDELITY NATIONAL INFO SERV Technology 25,324.0 $1.7M 0.08% NEW $66.46 -34.5%
453 ITT ITT INC Industrials 9,694.0 $1.7M 0.08% NEW $173.51 +12.4%
454 TGT TARGET CORP Consumer Defensive 17,203.0 $1.7M 0.08% NEW $97.75 +28.5%
455 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 8,635.0 $1.7M 0.08% NEW $194.34 +33.2%
456 VKTX VIKING THERAPEUTICS INC Healthcare 47,423.0 $1.7M 0.08% NEW $35.18 -12.2%
457 NUVB NUVATION BIO INC Healthcare 185,843.0 $1.7M 0.08% NEW $8.96 -47.3%
458 DVA DAVITA INC Healthcare 14,637.0 $1.7M 0.08% NEW $113.61 +74.7%
459 APPN APPIAN CORP-A Technology 46,395.0 $1.6M 0.07% NEW $35.42 -39.7%
460 WING WINGSTOP INC Consumer Cyclical 6,862.0 $1.6M 0.07% NEW $238.49 -41.1%
Page 23 of 47  ·  931 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 18.3%
Industrials 15.2%
Technology 15.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Real Estate 8.6%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 4.7%
Basic Materials 4.2%