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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 14 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 10,441.0 $2.1M 0.14% NEW $201.08 +4.9%
262 AIT APPLIED INDUSTRIAL TECH INC Industrials 6,192.0 $2.1M 0.14% +826.0 +15.4% $338.15 +0.2%
263 ONTO ONTO INNOVATION INC Technology 5,498.0 $2.1M 0.13% NEW $378.45 -25.2%
264 TJX TJX COMPANIES INC Consumer Cyclical 13,722.0 $2.1M 0.13% -17K -55.3% $151.50 -7.1%
265 ZION ZIONS BANCORP NA Financial Services 30,022.0 $2.1M 0.13% -6K -15.8% $69.19 -1.9%
266 MGEE MGE ENERGY INC Utilities 25,372.0 $2.1M 0.13% +12K +83.4% $81.54 -2.7%
267 EBC EASTERN BANKSHARES INC Financial Services 92,809.0 $2.1M 0.13% -70K -42.9% $22.24 +1.8%
268 IRMD IRADIMED CORP Healthcare 21,579.0 $2.1M 0.13% +18K +532.4% $95.56 -8.8%
269 LRN STRIDE INC Consumer Defensive 23,869.0 $2.1M 0.13% NEW $86.24 -1.4%
270 BLBD BLUE BIRD CORP Consumer Cyclical 25,962.0 $2.0M 0.13% -4K -12.5% $78.96 -25.3%
271 EFSC ENTERPRISE FINANCIAL SERVICE Financial Services 30,882.0 $2.0M 0.13% +16K +110.0% $65.88 -3.6%
272 SWK STANLEY BLACK & DECKER INC Industrials 21,611.0 $2.0M 0.13% +6K +36.1% $94.12 +4.7%
273 OVV OVINTIV INC Energy 38,581.0 $2.0M 0.13% +27K +222.6% $52.65 +25.2%
274 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 42,444.0 $2.0M 0.13% +31K +264.4% $47.81 -8.6%
275 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 63,910.0 $2.0M 0.13% NEW $31.61 +13.6%
276 HQY HEALTHEQUITY INC Healthcare 22,192.0 $2.0M 0.13% -2K -7.1% $90.32 +16.7%
277 TNL TRAVEL LEISURE CO Consumer Cyclical 26,158.0 $2.0M 0.13% NEW $76.43 -4.3%
278 NPK INTERNATIONAL INC 124,898.0 $2.0M 0.13% +31K +33.3% $15.91
279 ATRO ASTRONICS CORP Industrials 24,439.0 $2.0M 0.13% -4K -14.7% $81.26 -8.0%
280 NCNO NCINO INC Technology 121,220.0 $2.0M 0.13% NEW $16.35 +28.1%
Page 14 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%