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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 10 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BANF BANCFIRST CORP Financial Services 24,843.0 $2.8M 0.18% NEW $111.13 +1.5%
182 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 35,923.0 $2.7M 0.18% NEW $75.96 +11.3%
183 HONEYWELL AEROSPACE INC 12,327.0 $2.7M 0.18% NEW $221.08
184 POR PORTLAND GENERAL ELECTRIC CO Utilities 52,482.0 $2.7M 0.18% NEW $51.83 -4.5%
185 OLED UNIVERSAL DISPLAY CORP Technology 31,373.0 $2.7M 0.17% +18K +133.2% $86.59 -1.2%
186 NESR NATIONAL ENERGY SERVICES REU Energy 90,753.0 $2.7M 0.17% NEW $29.93 +10.8%
187 ALLY ALLY FINANCIAL INC Financial Services 59,109.0 $2.7M 0.17% NEW $45.95 -6.7%
188 ESTC ELASTIC NV Technology 47,482.0 $2.7M 0.17% NEW $57.02 +46.2%
189 AWI ARMSTRONG WORLD INDUSTRIES Industrials 16,873.0 $2.7M 0.17% NEW $160.42 +11.1%
190 LOB LIVE OAK BANCSHARES INC Financial Services 65,920.0 $2.7M 0.17% +15K +30.2% $40.84 -0.7%
191 ATI ATI INC Industrials 13,637.0 $2.7M 0.17% +10K +303.7% $197.10 +3.4%
192 GL GLOBE LIFE INC Financial Services 15,023.0 $2.7M 0.17% NEW $178.68 -2.8%
193 MDU MDU RESOURCES GROUP INC Industrials 126,557.0 $2.7M 0.17% NEW $21.21 -5.8%
194 VST VISTRA CORP Utilities 16,728.0 $2.7M 0.17% +2K +16.3% $158.63 -13.9%
195 BELFB BEL FUSE INC-CL B Technology 7,885.0 $2.6M 0.17% +7K +599.6% $333.04 -25.2%
196 VIRT VIRTU FINANCIAL INC-CLASS A Financial Services 43,994.0 $2.6M 0.17% +38K +637.3% $59.57 +11.3%
197 SLAB SILICON LABORATORIES INC Technology 11,972.0 $2.6M 0.17% NEW $218.56 -0.3%
198 HLNE HAMILTON LANE INC-CLASS A Financial Services 33,036.0 $2.6M 0.17% NEW $78.83 +34.3%
199 EXP EAGLE MATERIALS INC Basic Materials 11,543.0 $2.6M 0.17% +4K +51.8% $225.00 -8.7%
200 WOR WORTHINGTON ENTERPRISES INC Industrials 48,165.0 $2.6M 0.17% +29K +145.7% $53.76 +5.8%
Page 10 of 39  ·  777 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%