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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 19 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SCCO SOUTHERN COPPER CORP Basic Materials 9,007.0 $1.6M 0.10% -1K -10.2% $174.26 +22.9%
362 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 13,230.0 $1.6M 0.10% +4K +46.0% $118.53 -24.3%
363 ELV ELEVANCE HEALTH INC Healthcare 4,027.0 $1.6M 0.10% NEW $386.73 +4.1%
364 LKFN LAKELAND FINANCIAL CORP Financial Services 25,093.0 $1.5M 0.10% +20K +420.4% $61.72 -2.4%
365 CBC CENTRAL BANCOMPANY Financial Services 50,973.0 $1.5M 0.10% NEW $30.38 +6.8%
366 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 4,671.0 $1.5M 0.10% +2K +65.9% $330.46 -0.1%
367 RVMD REVOLUTION MEDICINES INC Healthcare 8,237.0 $1.5M 0.10% -2K -17.6% $187.28 +13.0%
368 CDE COEUR MINING INC Basic Materials 93,116.0 $1.5M 0.10% -482K -83.8% $16.32 +27.9%
369 GBCI GLACIER BANCORP INC Financial Services 29,361.0 $1.5M 0.10% +4K +17.8% $51.58 -9.3%
370 AFRM AFFIRM HOLDINGS INC Technology 18,568.0 $1.5M 0.10% -132K -87.6% $81.55 -5.7%
371 TOWN TOWNE BANK Financial Services 41,764.0 $1.5M 0.10% -4K -8.4% $36.24 +4.4%
372 TECNOGLASS INC 32,330.0 $1.5M 0.10% NEW $46.81
373 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 24,441.0 $1.5M 0.10% +8K +47.8% $61.82 -2.8%
374 GRDN GUARDIAN PHRMCY SERVICES-A Healthcare 36,041.0 $1.5M 0.10% +13K +56.9% $41.87 -10.0%
375 STAA STAAR SURGICAL CO Healthcare 51,621.0 $1.5M 0.10% NEW $28.69 -18.9%
376 DUOL DUOLINGO Technology 12,833.0 $1.5M 0.10% NEW $115.02 +27.7%
377 SPGI S&P GLOBAL INC Financial Services 3,612.0 $1.5M 0.10% -1K -27.8% $407.26 +6.9%
378 EFX EQUIFAX INC Industrials 9,232.0 $1.5M 0.10% +7K +306.3% $158.72 +22.6%
379 YETI YETI HOLDINGS INC Consumer Cyclical 29,321.0 $1.5M 0.09% +3K +12.7% $49.56 -13.1%
380 NET CLOUDFLARE INC - CLASS A Technology 5,916.0 $1.5M 0.09% NEW $245.28 +14.3%
Page 19 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%