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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.1B AUM 766 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New 138 Added 337 Reduced 449 Exited
Page 11 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ACADIAN ASSET MANAGEMENT INC 30,948.0 $1.7M 0.15% -7K -18.1% $54.42
202 LOB LIVE OAK BANCSHARES INC Financial Services 50,639.0 $1.7M 0.15% -14K -21.6% $33.07 +12.7%
203 DIEBOLD NIXDORF INC 22,124.0 $1.7M 0.15% NEW $75.44
204 UHS UNIVERSAL HEALTH SERVICES-B Healthcare 9,266.0 $1.7M 0.15% +2K +31.4% $178.97 -11.8%
205 XPRO EXPRO GROUP HOLDINGS NV Energy 95,077.0 $1.7M 0.15% +76K +397.4% $17.41 -8.5%
206 TEL TE CONNECTIVITY PLC Technology 7,918.0 $1.7M 0.15% -5K -38.1% $209.02 -3.0%
207 WEC WEC ENERGY GROUP INC Utilities 14,274.0 $1.7M 0.15% -29K -66.8% $115.77 -2.0%
208 VLO VALERO ENERGY CORP Energy 6,643.0 $1.6M 0.15% -3K -33.1% $247.08 -0.0%
209 BFC BANK FIRST CORP Financial Services 12,137.0 $1.6M 0.15% NEW $135.06 +5.0%
210 TWLO TWILIO INC - A Communication Services 12,981.0 $1.6M 0.14% NEW $125.82 +49.3%
211 FFIN FIRST FINL BANKSHARES INC Financial Services 55,303.0 $1.6M 0.14% +32K +136.1% $29.45 +9.5%
212 SLGN SILGAN HOLDINGS INC Consumer Cyclical 41,962.0 $1.6M 0.14% -23K -35.8% $38.80 -2.3%
213 LSTR LANDSTAR SYSTEM INC Industrials 10,128.0 $1.6M 0.14% +6K +161.2% $160.31 +21.0%
214 HAMILTON INSURANCE GROU-CL B 54,209.0 $1.6M 0.14% NEW $29.83
215 RDDT REDDIT INC-CL A Communication Services 12,008.0 $1.6M 0.14% NEW $134.65 +5.2%
216 ABT ABBOTT LABORATORIES Healthcare 15,733.0 $1.6M 0.14% -13K -44.4% $102.67 -14.9%
217 SEALED AIR CORP 38,383.0 $1.6M 0.14% +24K +159.1% $42.05
218 AWR AMERICAN STATES WATER CO Utilities 21,053.0 $1.6M 0.14% -5K -19.3% $75.62 +1.3%
219 GGG GRACO INC Industrials 18,652.0 $1.6M 0.14% -4K -17.5% $84.65 -10.7%
220 WABC WESTAMERICA BANCORPORATION Financial Services 30,274.0 $1.6M 0.14% -34K -52.6% $52.15 +6.2%
Page 11 of 39  ·  766 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 20.5%
Technology 16.2%
Industrials 15.8%
Consumer Cyclical 11.9%
Healthcare 9.8%
Consumer Defensive 5.4%
Energy 4.6%
Utilities 4.2%
Basic Materials 4.1%
Communication Services 4.1%