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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 33 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 STRA STRATEGIC EDUCATION INC Consumer Defensive 6,875.0 $527K 0.03% +4K +110.9% $76.62 +8.9%
642 META META PLATFORMS INC-CLASS A Communication Services 932.0 $525K 0.03% +344.0 +58.5% $563.29 -2.4%
643 HOMB HOME BANCSHARES INC Financial Services 18,139.0 $518K 0.03% NEW $28.55 +6.0%
644 ICHR ICHOR HOLDINGS LTD Technology 4,605.0 $517K 0.03% NEW $112.28 -46.4%
645 WHR WHIRLPOOL CORP Consumer Cyclical 13,050.0 $514K 0.03% -15K -53.8% $39.42 +2.4%
646 DAR DARLING INGREDIENTS INC Consumer Defensive 9,394.0 $513K 0.03% +6K +178.9% $54.62 +20.4%
647 PRCT PROCEPT BIOROBOTICS CORP Healthcare 22,708.0 $513K 0.03% NEW $22.58 -4.0%
648 VAL VALARIS LTD Energy 7,055.0 $512K 0.03% NEW $72.60 +20.9%
649 SSD SIMPSON MANUFACTURING CO INC Industrials 2,434.0 $510K 0.03% NEW $209.35 -9.8%
650 MRTN MARTEN TRANSPORT LTD Industrials 29,300.0 $508K 0.03% +4K +15.1% $17.35 -13.9%
651 MO ALTRIA GROUP INC Consumer Defensive 6,962.0 $501K 0.03% -39K -85.0% $71.95 -8.1%
652 WLK WESTLAKE CORP Basic Materials 6,817.0 $498K 0.03% NEW $73.00 +8.1%
653 STEP STEPSTONE GROUP INC-CLASS A Financial Services 11,883.0 $491K 0.03% NEW $41.36 +20.9%
654 LUV SOUTHWEST AIRLINES CO Industrials 9,523.0 $490K 0.03% -29K -75.3% $51.42 -21.5%
655 VNOM VIPER ENERGY INC-CL A Energy 11,483.0 $487K 0.03% -6K -34.7% $42.40 +6.8%
656 ATEX ANTERIX INC Communication Services 4,720.0 $486K 0.03% NEW $102.94 -9.4%
657 NN NEXTNAV INC Communication Services 27,204.0 $485K 0.03% NEW $17.83 -1.6%
658 IONQ IONQ INC Technology 9,040.0 $481K 0.03% NEW $53.26 -15.8%
659 AES AES CORP Utilities 32,438.0 $476K 0.03% +22K +211.2% $14.66 +0.8%
660 CARG CARGURUS INC Consumer Cyclical 13,944.0 $475K 0.03% NEW $34.09 +8.1%
Page 33 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%