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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 34 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CNX CNX RESOURCES CORP Energy 8,171.0 $315K 0.03% -16K -66.3% $38.55 -7.8%
662 ENOV ENOVIS CORP Industrials 13,812.0 $314K 0.03% NEW $22.75 +8.1%
663 ABNB AIRBNB INC-CLASS A Consumer Cyclical 2,482.0 $313K 0.03% NEW $126.28 +6.3%
664 OGN ORGANON & CO Healthcare 52,272.0 $313K 0.03% +20K +60.0% $5.99 +124.0%
665 EOSE EOS ENERGY ENTERPRISES INC Industrials 62,788.0 $311K 0.03% -35K -35.6% $4.96 +64.7%
666 AXTI AXT INC Technology 5,410.0 $308K 0.03% NEW $56.98 +112.4%
667 CCO CLEAR CHANNEL OUTDOOR HOLDIN Communication Services 130,031.0 $308K 0.03% -1.2M -90.3% $2.37 +1.3%
668 OUSTER INC 16,346.0 $300K 0.03% -14K -46.4% $18.37
669 NTSK NETSKOPE INC-CL A Technology 35,138.0 $298K 0.03% NEW $8.49 +36.3%
670 PBF PBF ENERGY INC-CLASS A Energy 6,254.0 $298K 0.03% NEW $47.62 -18.0%
671 DLB DOLBY LABORATORIES INC-CL A Technology 4,951.0 $297K 0.03% NEW $60.06 -10.0%
672 ARMK ARAMARK Industrials 7,301.0 $296K 0.03% -15K -67.6% $40.54 +27.4%
673 ASAN ASANA INC - CL A Technology 46,014.0 $294K 0.03% -64K -58.2% $6.40 -0.6%
674 CUZ COUSINS PROPERTIES INC Real Estate 13,043.0 $294K 0.03% -86K -86.8% $22.57 +17.1%
675 URI UNITED RENTALS INC Industrials 404.0 $294K 0.03% -7K -94.2% $728.56 +28.5%
676 WDC WESTERN DIGITAL CORP Technology 1,087.0 $294K 0.03% -4K -77.1% $270.49 +69.9%
677 CRWV COREWEAVE INC-CL A Technology 3,761.0 $291K 0.03% NEW $77.47 +38.9%
678 SVV SAVERS VALUE VILLAGE INC Consumer Cyclical 39,138.0 $291K 0.03% -13K -25.4% $7.44 +6.2%
679 LASR NLIGHT INC Technology 5,042.0 $287K 0.03% -18K -78.2% $57.02 +34.0%
680 FR FIRST INDUSTRIAL REALTY TR Real Estate 4,926.0 $285K 0.03% -57K -92.0% $57.85 +7.9%
Page 34 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%