BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 14 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AVA AVISTA CORP Utilities 35,851.0 $1.4M 0.13% -101K -73.8% $40.14 +3.3%
262 EEM ISHARES MSCI EMERGING MARKET 25,179.0 $1.4M 0.13% -526K -95.4% $56.79 +16.0%
263 DELL DELL TECHNOLOGIES -C Technology 8,712.0 $1.4M 0.13% -32K -78.7% $164.13 +79.9%
264 BH BIGLARI HOLDINGS INC-B Consumer Cyclical 4,336.0 $1.4M 0.13% NEW $329.59 -16.0%
265 HAYW HAYWARD HOLDINGS INC Industrials 106,480.0 $1.4M 0.13% NEW $13.38 +3.5%
266 AIT APPLIED INDUSTRIAL TECH INC Industrials 5,366.0 $1.4M 0.13% -12K -69.7% $265.32 +15.7%
267 USLM UNITED STATES LIME & MINERAL Basic Materials 10,773.0 $1.4M 0.12% -8K -41.6% $130.61 -18.8%
268 CAT CATERPILLAR INC Industrials 1,983.0 $1.4M 0.12% -2K -52.5% $708.46 +24.2%
269 PRGS PROGRESS SOFTWARE CORP Technology 54,456.0 $1.4M 0.12% +31K +131.8% $25.65 +16.1%
270 LYB LYONDELLBASELL INDU-CL A Basic Materials 17,323.0 $1.4M 0.12% NEW $80.56 -13.5%
271 LKQ LKQ CORP Consumer Cyclical 47,083.0 $1.4M 0.12% +39K +475.2% $29.37 -7.6%
272 FICO FAIR ISAAC CORP Technology 1,293.0 $1.4M 0.12% NEW $1067.54 +16.1%
273 LRCX LAM RESEARCH CORP Technology 6,452.0 $1.4M 0.12% -8K -54.2% $213.66 +42.9%
274 FE FIRSTENERGY CORP Utilities 27,180.0 $1.4M 0.12% NEW $50.66 -8.6%
275 PODD INSULET CORP Healthcare 6,490.0 $1.4M 0.12% -3K -34.4% $209.84 -26.2%
276 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,657.0 $1.4M 0.12% NEW $157.28 -2.7%
277 NPK INTERNATIONAL INC 93,702.0 $1.4M 0.12% NEW $14.49
278 BMI BADGER METER INC Technology 8,901.0 $1.4M 0.12% +5K +134.1% $152.35 -17.4%
279 GTM ZOOMINFO TECHNOLOGIES INC Technology 224,838.0 $1.3M 0.12% NEW $5.98 -39.6%
280 ROP ROPER TECHNOLOGIES INC Industrials 3,784.0 $1.3M 0.12% -9K -71.5% $353.86 -7.6%
Page 14 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%