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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 4 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WSBC WESBANCO INC Financial Services 66,799.0 $2.3M 0.20% -36K -35.2% $34.49 -0.9%
62 HLF HERBALIFE LTD Consumer Defensive 154,493.0 $2.3M 0.20% -84K -35.3% $14.72 -13.8%
63 RPM RPM INTERNATIONAL INC Basic Materials 22,728.0 $2.3M 0.20% -3K -10.6% $99.40 -0.9%
64 PCG P G & E CORP Utilities 128,190.0 $2.3M 0.20% -475K -78.7% $17.57 -6.4%
65 BNL BROADSTONE NET LEASE INC Real Estate 121,299.0 $2.2M 0.20% -198K -62.0% $18.27 +11.7%
66 GM GENERAL MOTORS CO Consumer Cyclical 29,720.0 $2.2M 0.20% -16K -34.5% $74.50 +3.6%
67 IDA IDACORP INC Utilities 15,241.0 $2.2M 0.19% -15K -49.1% $142.97 -1.0%
68 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,601.0 $2.2M 0.19% -68K -65.8% $60.65 -1.8%
69 JBL JABIL INC Technology 7,906.0 $2.1M 0.19% -2K -18.1% $265.63 +34.2%
70 NFG NATIONAL FUEL GAS CO Energy 22,335.0 $2.1M 0.19% -30K -57.5% $93.96 -13.5%
71 WMK WEIS MARKETS INC Consumer Defensive 30,395.0 $2.1M 0.18% -10K -23.9% $68.39 +5.4%
72 ZION ZIONS BANCORP NA Financial Services 35,658.0 $2.1M 0.18% -15K -29.9% $57.62 +7.1%
73 HSY HERSHEY CO/THE Consumer Defensive 9,660.0 $2.0M 0.18% -16K -62.7% $207.89 -8.4%
74 IESC IES HOLDINGS INC Industrials 4,144.0 $2.0M 0.17% -1K -21.3% $476.47 +36.0%
75 CTSH COGNIZANT TECH SOLUTIONS-A Technology 32,096.0 $2.0M 0.17% -7K -17.8% $61.35 -14.7%
76 ALLE ALLEGION PLC Industrials 13,431.0 $2.0M 0.17% -15K -52.2% $145.29 -10.0%
77 CAKE CHEESECAKE FACTORY INC/THE Consumer Cyclical 34,864.0 $1.9M 0.17% -3K -9.1% $54.75 +10.6%
78 IOSP INNOSPEC INC Basic Materials 25,643.0 $1.9M 0.17% -19K -42.4% $73.02 +7.8%
79 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 14,022.0 $1.9M 0.17% -44K -76.0% $133.11 -14.4%
80 KYMR KYMERA THERAPEUTICS INC Healthcare 21,760.0 $1.8M 0.16% -17K -44.5% $83.29 -3.2%
Page 4 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%