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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 3 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RDDT REDDIT INC-CL A Communication Services 12,008.0 $1.6M 0.14% NEW $134.65 +9.0%
42 ENTERGY CORP 14,023.0 $1.6M 0.14% NEW $112.36
43 AFG AMERICAN FINANCIAL GROUP INC Financial Services 12,283.0 $1.6M 0.14% NEW $127.71 +7.5%
44 PACS PACS GROUP INC Financial Services 48,787.0 $1.6M 0.14% NEW $32.12 +17.6%
45 ICFI ICF INTERNATIONAL INC Industrials 23,577.0 $1.5M 0.14% NEW $65.29 +4.2%
46 MAT MATTEL INC Consumer Cyclical 104,923.0 $1.5M 0.14% NEW $14.53 +3.0%
47 WHR WHIRLPOOL CORP Consumer Cyclical 28,238.0 $1.5M 0.14% NEW $53.92 -23.0%
48 BWA BORGWARNER INC Consumer Cyclical 27,926.0 $1.5M 0.14% NEW $54.26 +17.1%
49 BALL BALL CORP Consumer Cyclical 25,185.0 $1.5M 0.13% NEW $59.11 -4.7%
50 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 21,594.0 $1.5M 0.13% NEW $68.93 -7.7%
51 BLDR BUILDERS FIRSTSOURCE INC Industrials 17,970.0 $1.5M 0.13% NEW $82.33 -10.3%
52 SWKS SKYWORKS SOLUTIONS INC Technology 27,468.0 $1.5M 0.13% NEW $53.55 +38.8%
53 LUV SOUTHWEST AIRLINES CO Industrials 38,609.0 $1.5M 0.13% NEW $37.57 +8.5%
54 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 17,818.0 $1.4M 0.13% NEW $80.95 -3.1%
55 BH BIGLARI HOLDINGS INC-B Consumer Cyclical 4,336.0 $1.4M 0.13% NEW $329.59 -16.9%
56 HAYW HAYWARD HOLDINGS INC Industrials 106,480.0 $1.4M 0.13% NEW $13.38 +2.2%
57 LYB LYONDELLBASELL INDU-CL A Basic Materials 17,323.0 $1.4M 0.12% NEW $80.56 -13.0%
58 FICO FAIR ISAAC CORP Technology 1,293.0 $1.4M 0.12% NEW $1067.54 +15.0%
59 FE FIRSTENERGY CORP Utilities 27,180.0 $1.4M 0.12% NEW $50.66 -10.2%
60 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,657.0 $1.4M 0.12% NEW $157.28 -3.7%
Page 3 of 15  ·  284 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%