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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 37 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AVAV AEROVIRONMENT INC Industrials 1,974.0 $326K 0.02% +150.0 +8.2% $165.07 -2.9%
722 BKE BUCKLE INC/THE Consumer Cyclical 7,704.0 $325K 0.02% -15K -66.1% $42.20 +3.8%
723 SNEX STONEX GROUP INC Financial Services 2,738.0 $324K 0.02% NEW $118.50 -42.2%
724 AXSM AXSOME THERAPEUTICS INC Healthcare 1,304.0 $319K 0.02% NEW $244.77 -15.1%
725 DT DYNATRACE INC Technology 7,266.0 $319K 0.02% NEW $43.91 +12.3%
726 OMC OMNICOM GROUP Communication Services 4,344.0 $316K 0.02% NEW $72.83 +20.2%
727 CAI CARIS LIFE SCIENCES INC Healthcare 17,710.0 $316K 0.02% -25K -58.9% $17.82 +47.4%
728 CCO CLEAR CHANNEL OUTDOOR HOLDIN Communication Services 130,031.0 $315K 0.02% $2.42 -1.7%
729 ACM AECOM Industrials 4,371.0 $305K 0.02% NEW $69.80 -7.2%
730 TFIN TRIUMPH FINANCIAL INC Financial Services 3,956.0 $302K 0.02% NEW $76.31 -1.8%
731 FLS FLOWSERVE CORP Industrials 3,996.0 $296K 0.02% NEW $74.16 +7.1%
732 LFST LIFESTANCE HEALTH GROUP INC Healthcare 27,644.0 $296K 0.02% -166K -85.7% $10.71 +16.4%
733 ADTRAN HOLDINGS INC 21,180.0 $294K 0.02% NEW $13.90
734 LCID LUCID GROUP INC Consumer Cyclical 43,992.0 $294K 0.02% NEW $6.69 -17.6%
735 TPG TPG INC Financial Services 7,231.0 $293K 0.02% -204K -96.6% $40.55 +29.2%
736 MATX MATSON INC Industrials 1,524.0 $293K 0.02% NEW $192.23 +15.9%
737 HE HAWAIIAN ELECTRIC INDS Utilities 21,626.0 $293K 0.02% NEW $13.53 -15.0%
738 LBRDK LIBERTY BROADBAND-C Communication Services 8,780.0 $292K 0.02% NEW $33.26 +8.3%
739 EOSE EOS ENERGY ENTERPRISES INC Industrials 49,442.0 $291K 0.02% -13K -21.3% $5.88 -35.2%
740 UVV UNIVERSAL CORP/VA Consumer Defensive 5,525.0 $288K 0.02% NEW $52.17 -13.7%
Page 37 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%