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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 20 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RUN SUNRUN INC Energy 108,300.0 $1.4M 0.09% NEW $13.38 -33.3%
382 GNW GENWORTH FINANCIAL INC Financial Services 152,841.0 $1.4M 0.09% +107K +232.4% $9.47 +4.4%
383 AMD ADVANCED MICRO DEVICES Technology 2,485.0 $1.4M 0.09% NEW $580.91 -21.4%
384 PELAGOS INSURANCE CAPITAL LT 59,245.0 $1.4M 0.09% NEW $24.35
385 TBBK BANCORP INC/THE Financial Services 22,959.0 $1.4M 0.09% +13K +130.4% $62.64 +6.6%
386 BKU BANKUNITED INC Financial Services 29,564.0 $1.4M 0.09% NEW $48.45 -4.5%
387 VPG VISHAY PRECISION GROUP Technology 9,527.0 $1.4M 0.09% NEW $149.91 -55.9%
388 GM GENERAL MOTORS CO Consumer Cyclical 18,506.0 $1.4M 0.09% -11K -37.7% $77.08 +12.8%
389 FCN FTI CONSULTING INC Industrials 9,543.0 $1.4M 0.09% +3K +51.2% $149.01 +4.4%
390 FRHC FREEDOM HOLDING CORP/NV Financial Services 10,898.0 $1.4M 0.09% NEW $130.47 +20.6%
391 NFG NATIONAL FUEL GAS CO Energy 18,389.0 $1.4M 0.09% -4K -17.7% $77.21 +6.8%
392 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 28,319.0 $1.4M 0.09% NEW $49.98 +3.9%
393 LC HAPPEN INC Financial Services 67,839.0 $1.4M 0.09% +2K +3.5% $20.74 -3.8%
394 D DOMINION ENERGY INC Utilities 20,552.0 $1.4M 0.09% NEW $68.29 -2.5%
395 ENPH ENPHASE ENERGY INC Energy 28,496.0 $1.4M 0.09% +13K +84.2% $49.24 -24.5%
396 MAT MATTEL INC Consumer Cyclical 100,237.0 $1.4M 0.09% -5K -4.5% $13.88 +6.8%
397 HOG HARLEY-DAVIDSON INC Consumer Cyclical 56,814.0 $1.4M 0.09% +31K +124.2% $24.46 +15.7%
398 PG PROCTER & GAMBLE CO/THE Consumer Defensive 9,474.0 $1.4M 0.09% +7K +262.6% $146.64 -0.0%
399 GRC GORMAN-RUPP CO Industrials 15,110.0 $1.4M 0.09% NEW $91.74 -15.2%
400 CRSP CRISPR THERAPEUTICS AG Healthcare 25,350.0 $1.4M 0.09% +7K +35.2% $54.54 +4.7%
Page 20 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%