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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 26 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 URBN URBAN OUTFITTERS INC Consumer Cyclical 13,845.0 $981K 0.06% -15K -51.8% $70.86 +6.3%
502 ONDS ONDAS INC Technology 118,594.0 $977K 0.06% +99K +516.7% $8.24 +0.9%
503 COF CAPITAL ONE FINANCIAL CORP Financial Services 4,850.0 $973K 0.06% NEW $200.62 +8.8%
504 REX REX AMERICAN RESOURCES CORP Basic Materials 21,495.0 $970K 0.06% +12K +115.5% $45.15 -5.0%
505 IPAR INTERPARFUMS INC Consumer Defensive 8,642.0 $967K 0.06% NEW $111.86 +3.4%
506 NWE NORTHWESTERN ENERGY GROUP IN Utilities 13,382.0 $958K 0.06% NEW $71.62 -3.6%
507 ZWS ZURN ELKAY WATER SOLUTIONS C Industrials 18,953.0 $958K 0.06% NEW $50.53 -3.4%
508 ASST STRIVE INC-A Communication Services 87,137.0 $951K 0.06% NEW $10.91 +81.9%
509 SMG SCOTTS MIRACLE-GRO CO Basic Materials 13,905.0 $947K 0.06% NEW $68.11 -11.1%
510 PGNY PROGYNY INC Healthcare 32,774.0 $945K 0.06% NEW $28.83 -11.8%
511 HALO HALOZYME THERAPEUTICS INC Healthcare 12,058.0 $944K 0.06% NEW $78.27 +37.3%
512 TTI TETRA TECHNOLOGIES INC Energy 82,618.0 $936K 0.06% -18K -18.2% $11.33 -39.1%
513 KNSL KINSALE CAPITAL GROUP INC Financial Services 2,815.0 $928K 0.06% -375.0 -11.8% $329.81 +19.2%
514 SGRY SURGERY PARTNERS INC Healthcare 55,247.0 $928K 0.06% -35K -38.8% $16.80 -14.8%
515 ICFI ICF INTERNATIONAL INC Industrials 12,732.0 $928K 0.06% -11K -46.0% $72.86 +22.1%
516 CMS CMS ENERGY CORP Utilities 12,125.0 $928K 0.06% NEW $76.50 -11.2%
517 SOMNIGROUP INTERNATIONAL INC 11,813.0 $926K 0.06% NEW $78.40
518 WGS GENEDX HOLDINGS CORP Healthcare 13,481.0 $925K 0.06% -1K -8.0% $68.65 +25.1%
519 EMR EMERSON ELECTRIC CO Industrials 6,428.0 $920K 0.06% +5K +240.1% $143.15 +9.4%
520 NSSC NAPCO SECURITY TECHNOLOGIES Industrials 24,143.0 $917K 0.06% NEW $37.98 +10.8%
Page 26 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%