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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 35 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 WAT WATERS CORP Healthcare 955.0 $284K 0.03% NEW $297.80 +14.6%
682 INSP INSPIRE MEDICAL SYSTEMS INC Healthcare 5,507.0 $284K 0.03% -4K -39.9% $51.58 -13.3%
683 CSL CARLISLE COS INC Industrials 851.0 $284K 0.03% NEW $333.62 -0.4%
684 CNP CENTERPOINT ENERGY INC Utilities 6,572.0 $284K 0.03% NEW $43.16 -1.6%
685 LXP INDUSTRIAL TRUST 6,125.0 $283K 0.03% -54K -89.9% $46.26
686 JBI JANUS INTERNATIONAL GROUP IN Industrials 54,693.0 $282K 0.03% NEW $5.15 -0.4%
687 MECHANICS BANCORP-A 19,054.0 $281K 0.03% NEW $14.75
688 LKFN LAKELAND FINANCIAL CORP Financial Services 4,822.0 $277K 0.03% -2K -33.3% $57.38 +4.9%
689 PAGAYA TECHNOLOGIES LTD -A 23,705.0 $276K 0.03% NEW $11.65
690 STRA STRATEGIC EDUCATION INC Consumer Defensive 3,260.0 $270K 0.02% NEW $82.96 -3.6%
691 ABM ABM INDUSTRIES INC Industrials 6,975.0 $269K 0.02% NEW $38.52 +4.2%
692 ADC AGREE REALTY CORP Real Estate 3,553.0 $268K 0.02% -65K -94.8% $75.38 +0.4%
693 PCT PURECYCLE TECHNOLOGIES INC Industrials 51,603.0 $268K 0.02% NEW $5.19 +118.3%
694 ATKR ATKORE INC Industrials 4,539.0 $267K 0.02% NEW $58.91 +29.3%
695 LQDT LIQUIDITY SERVICES INC Consumer Cyclical 8,721.0 $267K 0.02% -10K -54.2% $30.57 +11.9%
696 MSCI MSCI INC Financial Services 490.0 $264K 0.02% NEW $539.01 +8.0%
697 VIRT VIRTU FINANCIAL INC-CLASS A Financial Services 5,967.0 $262K 0.02% NEW $43.98 +22.3%
698 AVT AVNET INC Technology 4,198.0 $259K 0.02% -57K -93.1% $61.62 +35.3%
699 ACI ALBERTSONS COS INC - CLASS A Consumer Defensive 15,153.0 $258K 0.02% NEW $17.04 -4.5%
700 LIFE360 INC 6,314.0 $258K 0.02% -86K -93.2% $40.82
Page 35 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%