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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 17 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PACS PACS GROUP INC Financial Services 41,106.0 $1.8M 0.11% -8K -15.7% $42.64 +3.8%
322 CPNG COUPANG INC Consumer Cyclical 100,812.0 $1.8M 0.11% NEW $17.37 -5.4%
323 EZPW EZCORP INC-CL A Financial Services 50,525.0 $1.7M 0.11% NEW $34.57 +1.4%
324 GILD GILEAD SCIENCES INC Healthcare 13,799.0 $1.7M 0.11% NEW $126.34 +16.1%
325 BRC BRADY CORPORATION - CL A Industrials 18,979.0 $1.7M 0.11% NEW $91.57 +3.1%
326 GOLD GOLD.COM INC Financial Services 41,587.0 $1.7M 0.11% +12K +39.1% $41.61 +10.1%
327 KKR KKR & CO INC 18,753.0 $1.7M 0.11% NEW $91.78
328 VMC VULCAN MATERIALS CO Basic Materials 5,834.0 $1.7M 0.11% +2K +62.7% $295.01 -6.5%
329 DPZ DOMINO'S PIZZA INC Consumer Cyclical 5,813.0 $1.7M 0.11% -3K -36.1% $296.04 +17.9%
330 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,654.0 $1.7M 0.11% -234.0 -1.5% $109.77 +1.5%
331 U-HAUL HOLDING CO-NON VOTING 29,758.0 $1.7M 0.11% -3K -8.0% $57.70
332 BCC BOISE CASCADE CO Basic Materials 22,100.0 $1.7M 0.11% +10K +85.4% $77.63 +5.9%
333 OZK BANK OZK Financial Services 32,919.0 $1.7M 0.11% NEW $52.09 -5.3%
334 UTZ UTZ BRANDS INC Consumer Defensive 222,520.0 $1.7M 0.11% +192K +624.8% $7.70 +84.5%
335 BE BLOOM ENERGY CORP- A Industrials 5,627.0 $1.7M 0.11% +4K +227.3% $302.70 -32.6%
336 CXT CRANE NXT CO Industrials 33,165.0 $1.7M 0.11% +11K +49.7% $51.16 -2.7%
337 LYB LYONDELLBASELL INDU-CL A Basic Materials 32,098.0 $1.7M 0.11% +15K +85.3% $52.65 +23.8%
338 WBS WEBSTER FINANCIAL CORP Financial Services 22,042.0 $1.7M 0.11% NEW $76.42 +1.5%
339 GFS GLOBALFOUNDRIES INC Technology 20,436.0 $1.7M 0.11% -9K -31.5% $82.41 -44.2%
340 NDSN NORDSON CORP Industrials 5,573.0 $1.7M 0.11% +4K +267.6% $301.69 +10.7%
Page 17 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%