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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.1B AUM 766 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New 138 Added 337 Reduced 449 Exited
Page 29 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SBH SALLY BEAUTY HOLDINGS INC Consumer Cyclical 34,805.0 $482K 0.04% -24K -40.6% $13.85 -9.0%
562 ALKT ALKAMI TECHNOLOGY INC Technology 30,687.0 $481K 0.04% -23K -43.0% $15.67 +7.2%
563 DOW DOW INC Basic Materials 11,544.0 $481K 0.04% NEW $41.65 -13.5%
564 OGS ONE GAS INC Utilities 5,480.0 $472K 0.04% -14K -72.2% $86.13 -4.2%
565 KMX CARMAX INC Consumer Cyclical 11,316.0 $471K 0.04% NEW $41.58 -3.0%
566 DLTR DOLLAR TREE INC Consumer Defensive 4,291.0 $470K 0.04% -12K -74.0% $109.51 -13.3%
567 FOX FOX CORP - CLASS B Communication Services 8,800.0 $467K 0.04% $53.10 +7.8%
568 SR SPIRE INC Utilities 5,132.0 $465K 0.04% NEW $90.54 -3.9%
569 FUL H.B. FULLER CO. Basic Materials 7,524.0 $464K 0.04% -38K -83.5% $61.68 -6.3%
570 PAY PAYMENTUS HOLDINGS INC-A Technology 18,221.0 $463K 0.04% -24K -57.0% $25.40 -7.7%
571 OC OWENS CORNING Industrials 4,245.0 $459K 0.04% -5K -54.9% $108.22 +8.5%
572 RF REGIONS FINANCIAL CORP Financial Services 17,566.0 $459K 0.04% -967.0 -5.2% $26.12 +6.5%
573 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 8,091.0 $457K 0.04% NEW $56.45 -7.0%
574 REX REX AMERICAN RESOURCES CORP Basic Materials 9,972.0 $454K 0.04% -32K -76.3% $45.57 +7.0%
575 CWAN CLEARWATER ANALYTICS HDS-A Technology 19,168.0 $453K 0.04% -104K -84.5% $23.65 +2.8%
576 INVA INNOVIVA INC Healthcare 19,436.0 $453K 0.04% +7K +56.4% $23.30 -3.6%
577 UBER UBER TECHNOLOGIES INC Technology 6,124.0 $440K 0.04% NEW $71.93 -0.2%
578 TSLA TESLA INC Consumer Cyclical 1,183.0 $440K 0.04% +359.0 +43.6% $371.75 +14.6%
579 UAA UNDER ARMOUR INC-CLASS A Consumer Cyclical 74,393.0 $440K 0.04% -68K -47.6% $5.91 -6.9%
580 ROST ROSS STORES INC Consumer Cyclical 2,029.0 $440K 0.04% +470.0 +30.1% $216.63 +8.4%
Page 29 of 39  ·  766 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 20.5%
Technology 16.2%
Industrials 15.8%
Consumer Cyclical 11.9%
Healthcare 9.8%
Consumer Defensive 5.4%
Energy 4.6%
Utilities 4.2%
Basic Materials 4.1%
Communication Services 4.1%