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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 17 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MDXG MIMEDX GROUP INC Healthcare 53,152.0 $210K 0.02% -188K -77.9% $3.95 -8.6%
322 MHK MOHAWK INDUSTRIES INC Consumer Cyclical 2,130.0 $210K 0.02% -22K -91.0% $98.46 +3.9%
323 AR ANTERO RESOURCES CORP Energy 4,919.0 $209K 0.02% -51K -91.3% $42.44 -12.7%
324 DAR DARLING INGREDIENTS INC Consumer Defensive 3,368.0 $208K 0.02% -41K -92.5% $61.85 -6.5%
325 EWZ ISHARES MSCI BRAZIL ETF 5,399.0 $207K 0.02% -235K -97.8% $38.39 -3.6%
326 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 17,460.0 $194K 0.02% -45K -72.0% $11.11 +6.8%
327 GALAXY DIGITAL INC-A 10,469.0 $193K 0.02% -99K -90.4% $18.45
328 DXC DXC TECHNOLOGY CO Technology 14,717.0 $185K 0.02% -44K -74.8% $12.57 -26.6%
329 ONDS ONDAS INC Technology 19,231.0 $174K 0.01% -27K -58.0% $9.04 +1.5%
330 PRGO PERRIGO CO PLC Healthcare 14,104.0 $151K 0.01% -322K -95.8% $10.74 +3.9%
331 NEO NEOGENOMICS INC Healthcare 20,299.0 $151K 0.01% -101K -83.3% $7.42 +22.8%
332 AES AES CORP Utilities 10,423.0 $147K 0.01% -58K -84.7% $14.09 +4.3%
333 VERX VERTEX INC - CLASS A Technology 11,389.0 $135K 0.01% -10K -47.0% $11.89 +13.6%
334 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 21,070.0 $122K 0.01% -31K -59.5% $5.80 +7.4%
335 PBI PITNEY BOWES INC Industrials 10,734.0 $119K 0.01% -36K -77.2% $11.05 +40.3%
336 OPTU OPTIMUM COMMUNICATIONS INC-A Communication Services 84,267.0 $110K 0.01% -805K -90.5% $1.30 -45.1%
337 LITHIUM AMERICAS CORP 11,296.0 $45K 0.00% -238K -95.5% $3.95
Page 17 of 17  ·  337 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%