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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 5 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 33,030.0 $3.1M 0.28% NEW $93.87 +106.0%
82 FITB FIFTH THIRD BANCORP Financial Services 66,686.0 $3.1M 0.28% NEW $46.46 +5.8%
83 ATO ATMOS ENERGY CORP Utilities 16,699.0 $3.1M 0.27% -2K -11.4% $184.72 -3.9%
84 MO ALTRIA GROUP INC Consumer Defensive 46,434.0 $3.1M 0.27% NEW $65.99 +11.7%
85 PSX PHILLIPS 66 Energy 16,817.0 $3.1M 0.27% NEW $182.18 -1.6%
86 RTX RTX CORP Industrials 15,828.0 $3.1M 0.27% -25K -61.4% $192.90 -9.4%
87 UWMC UWM HOLDINGS CORP Financial Services 839,121.0 $3.0M 0.27% NEW $3.62 -16.9%
88 CAG CONAGRA BRANDS INC Consumer Defensive 191,779.0 $3.0M 0.27% -207K -51.9% $15.72 -14.9%
89 SO SOUTHERN CO/THE Utilities 31,084.0 $3.0M 0.27% -25K -44.5% $96.52 -3.0%
90 MADISON SQUARE GARDEN ENTERT 50,870.0 $3.0M 0.27% +47K +1213.1% $58.91
91 GLW CORNING INC Technology 21,969.0 $3.0M 0.27% -19K -46.5% $135.97 +41.1%
92 TECHNIPFMC PLC 42,652.0 $2.9M 0.26% NEW $69.13
93 TW TRADEWEB MARKETS INC-CLASS A Financial Services 25,013.0 $2.9M 0.26% -4K -13.0% $117.66 -9.3%
94 TMUS T-MOBILE US INC Communication Services 13,988.0 $2.9M 0.26% NEW $210.03 -9.5%
95 PFE PFIZER INC Healthcare 103,674.0 $2.9M 0.26% NEW $28.08 -7.6%
96 BIIB BIOGEN INC Healthcare 15,736.0 $2.9M 0.26% NEW $183.33 +3.3%
97 CB CHUBB LTD Financial Services 8,804.0 $2.9M 0.26% +3K +47.3% $325.93 +1.3%
98 ROAD CONSTRUCTION PARTNERS INC-A Industrials 25,742.0 $2.9M 0.25% -29K -52.6% $111.12 +1.3%
99 DX DYNEX CAPITAL INC Real Estate 219,189.0 $2.8M 0.25% +31K +16.4% $12.76 +0.7%
100 LOAR LOAR HOLDINGS INC Industrials 48,728.0 $2.8M 0.25% -16K -25.2% $57.29 +9.2%
Page 5 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%