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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 4 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MOOG INC-CLASS A 6,004.0 $2.5M 0.16% NEW $423.84
62 AYI ACUITY INC Industrials 6,723.0 $2.5M 0.16% NEW $376.66 -10.4%
63 SYY SYSCO CORP Consumer Defensive 29,573.0 $2.5M 0.16% NEW $83.58 +0.4%
64 RBC RBC BEARINGS INC Industrials 3,788.0 $2.4M 0.16% NEW $644.06 -22.4%
65 FFBC FIRST FINANCIAL BANCORP Financial Services 71,857.0 $2.4M 0.16% NEW $33.83 -2.2%
66 UPS UNITED PARCEL SERVICE-CL B Industrials 22,596.0 $2.4M 0.16% NEW $107.50 -5.0%
67 DHI DR HORTON INC Consumer Cyclical 14,700.0 $2.4M 0.15% NEW $162.88 -8.7%
68 GS GOLDMAN SACHS GROUP INC Financial Services 2,310.0 $2.3M 0.15% NEW $1011.37 +2.4%
69 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 218,681.0 $2.3M 0.15% NEW $10.57 +8.9%
70 PLNT PLANET FITNESS INC - CL A Consumer Cyclical 43,826.0 $2.3M 0.15% NEW $52.17 +4.2%
71 KEYS KEYSIGHT TECHNOLOGIES IN Technology 6,449.0 $2.3M 0.15% NEW $350.07 -10.9%
72 BIGLARI HOLDINGS INC-A 1,067.0 $2.2M 0.14% NEW $2104.68
73 BR BROADRIDGE FINANCIAL SOLUTIO Technology 16,235.0 $2.2M 0.14% NEW $136.95 +35.0%
74 STE STERIS PLC Healthcare 10,534.0 $2.2M 0.14% NEW $210.57 +12.5%
75 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 15,429.0 $2.2M 0.14% NEW $143.11 +4.1%
76 PPL PPL CORP Utilities 58,578.0 $2.1M 0.14% NEW $36.35 -3.7%
77 SYM SYMBOTIC INC Industrials 47,040.0 $2.1M 0.14% NEW $44.95 -10.0%
78 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 10,441.0 $2.1M 0.14% NEW $201.08 +5.6%
79 ONTO ONTO INNOVATION INC Technology 5,498.0 $2.1M 0.13% NEW $378.45 -25.7%
80 LRN STRIDE INC Consumer Defensive 23,869.0 $2.1M 0.13% NEW $86.24 -0.4%
Page 4 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%