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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $2.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 39 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CHCO CITY HOLDING CO Financial Services 5,408.0 $645K 0.03% NEW $119.20 +4.6%
762 VSEC VSE CORP Industrials 3,729.0 $644K 0.03% NEW $172.77 -0.5%
763 AZZ AZZ INC Industrials 6,009.0 $644K 0.03% NEW $107.18 +28.7%
764 CAVA CAVA GROUP INC Consumer Cyclical 10,906.0 $640K 0.03% NEW $58.69 +37.0%
765 RAPP RAPPORT THERAPEUTICS INC Healthcare 21,074.0 $639K 0.03% NEW $30.34 +24.3%
766 BBNX BETA BIONICS INC Healthcare 20,906.0 $637K 0.03% NEW $30.47 -61.2%
767 DYNAVAX TECHNOLOGIES CORP 41,304.0 $635K 0.03% NEW $15.38
768 BCAX BICARA THERAPEUTICS INC Healthcare 37,636.0 $633K 0.03% NEW $16.83 +28.8%
769 PLMR PALOMAR HOLDINGS INC Financial Services 4,651.0 $627K 0.03% NEW $134.76 -15.5%
770 CMPR CIMPRESS PLC Communication Services 9,316.0 $620K 0.03% NEW $66.59 +53.8%
771 SRPT SAREPTA THERAPEUTICS INC Healthcare 28,780.0 $619K 0.03% NEW $21.52 -21.9%
772 BTU PEABODY ENERGY CORP Energy 20,850.0 $619K 0.03% NEW $29.70 -17.3%
773 COST COSTCO WHOLESALE CORP Consumer Defensive 718.0 $619K 0.03% NEW $862.34 +19.2%
774 SEALED AIR CORP 14,815.0 $614K 0.03% NEW $41.43
775 CWH CAMPING WORLD HOLDINGS INC-A Consumer Cyclical 63,080.0 $614K 0.03% NEW $9.73 -23.4%
776 EZPW EZCORP INC-CL A Financial Services 31,444.0 $611K 0.03% NEW $19.42 +74.0%
777 HRI HERC HOLDINGS INC Industrials 4,111.0 $610K 0.03% NEW $148.38 -13.1%
778 OSW ONESPAWORLD HOLDINGS LTD Consumer Cyclical 29,356.0 $609K 0.03% NEW $20.74 +15.7%
779 ENPH ENPHASE ENERGY INC Energy 18,995.0 $609K 0.03% NEW $32.05 +99.8%
780 NKE NIKE INC -CL B Consumer Cyclical 9,416.0 $600K 0.03% NEW $63.71 -29.9%
Page 39 of 47  ·  931 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 18.3%
Industrials 15.2%
Technology 15.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Real Estate 8.6%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 4.7%
Basic Materials 4.2%