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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 30 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MZTI MARZETTI COMPANY/THE Consumer Defensive 3,177.0 $439K 0.04% -11K -76.8% $138.33 -18.5%
582 BAX BAXTER INTERNATIONAL INC Healthcare 26,085.0 $438K 0.04% NEW $16.80 +13.3%
583 STGW STAGWELL INC Communication Services 69,598.0 $438K 0.04% NEW $6.29 -1.1%
584 VTOL BRISTOW GROUP INC Energy 9,325.0 $437K 0.04% NEW $46.89 -8.0%
585 DAN DANA INC Consumer Cyclical 12,985.0 $437K 0.04% NEW $33.65 +0.6%
586 ROK ROCKWELL AUTOMATION INC Industrials 1,211.0 $435K 0.04% -7K -85.6% $358.88 +21.6%
587 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 11,648.0 $431K 0.04% NEW $37.01 +1.8%
588 LNN LINDSAY CORP Industrials 3,608.0 $430K 0.04% NEW $119.07 -8.3%
589 XMTR XOMETRY INC-A Industrials 10,477.0 $428K 0.04% -6K -35.6% $40.84 +124.8%
590 GTLB GITLAB INC-CL A Technology 19,753.0 $427K 0.04% NEW $21.64 +18.4%
591 ACN ACCENTURE PLC-CL A Technology 2,147.0 $426K 0.04% -5K -71.1% $198.29 -10.3%
592 OBNK ORIGIN BANCORP INC Financial Services 10,227.0 $424K 0.04% NEW $41.46 -31.0%
593 HIW HIGHWOODS PROPERTIES INC Real Estate 19,764.0 $423K 0.04% -82K -80.7% $21.41 +19.3%
594 VENTURE GLOBAL INC-CL A 26,628.0 $420K 0.04% -101K -79.2% $15.76
595 OKLO OKLO INC Utilities 8,455.0 $419K 0.04% -30K -77.9% $49.59 +31.3%
596 GLOB GLOBANT SA Technology 9,088.0 $419K 0.04% NEW $46.11 -11.9%
597 ATR APTARGROUP INC Healthcare 3,316.0 $418K 0.04% NEW $126.02 -8.3%
598 KSS KOHLS CORP Consumer Cyclical 32,346.0 $417K 0.04% NEW $12.90 -1.6%
599 GCMG GCM GROSVENOR INC - CLASS A Financial Services 42,562.0 $417K 0.04% -171K -80.1% $9.80 +8.7%
600 GSAT GLOBALSTAR INC Communication Services 6,249.0 $415K 0.04% -14K -69.3% $66.42 +24.5%
Page 30 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%