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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 32 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ZTS ZOETIS INC Healthcare 3,187.0 $377K 0.03% NEW $118.21 -32.6%
622 DFH DREAM FINDERS HOMES INC - A Consumer Cyclical 27,026.0 $376K 0.03% NEW $13.92 +5.1%
623 ACHR ARCHER AVIATION INC-A Industrials 72,643.0 $376K 0.03% NEW $5.17 +18.4%
624 DRH DIAMONDROCK HOSPITALITY CO Real Estate 40,077.0 $376K 0.03% -277K -87.4% $9.37 +15.0%
625 MWA MUELLER WATER PRODUCTS INC-A Industrials 13,584.0 $373K 0.03% -31K -69.5% $27.49 -8.6%
626 GNW GENWORTH FINANCIAL INC Financial Services 45,979.0 $373K 0.03% NEW $8.12 +13.9%
627 WEBULL CORP 77,641.0 $373K 0.03% NEW $4.80
628 WGO WINNEBAGO INDUSTRIES Consumer Cyclical 12,017.0 $372K 0.03% NEW $30.99 -5.9%
629 RDW REDWIRE CORP Industrials 43,722.0 $372K 0.03% -116K -72.6% $8.50 +73.8%
630 GTES GATES INDUSTRIAL CORP PLC Industrials 16,342.0 $369K 0.03% -92K -84.9% $22.61 +6.5%
631 TFX TELEFLEX INC Healthcare 3,075.0 $368K 0.03% NEW $119.61 +13.0%
632 AHCO ADAPTHEALTH CORP Healthcare 30,838.0 $367K 0.03% NEW $11.90 -11.5%
633 KAI KADANT INC Industrials 1,250.0 $365K 0.03% -5K -79.1% $292.35 +5.0%
634 PEBO PEOPLES BANCORP INC Financial Services 11,053.0 $363K 0.03% NEW $32.87 +5.3%
635 DOCS DOXIMITY INC-CLASS A Healthcare 15,438.0 $360K 0.03% NEW $23.30 -16.8%
636 ITGR INTEGER HOLDINGS CORP Healthcare 4,061.0 $357K 0.03% NEW $88.00 +2.3%
637 NOC NORTHROP GRUMMAN CORP Industrials 523.0 $357K 0.03% -3K -83.6% $682.24 -19.2%
638 REGN REGENERON PHARMACEUTICALS Healthcare 461.0 $356K 0.03% NEW $772.64 -15.9%
639 PEGA PEGASYSTEMS INC Technology 8,359.0 $356K 0.03% -13K -61.2% $42.56 -19.5%
640 CERT CERTARA INC Healthcare 62,140.0 $354K 0.03% -243K -79.6% $5.70 -9.3%
Page 32 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%