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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 6 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNM UNUM GROUP Financial Services 21,519.0 $1.6M 0.14% -35K -62.2% $73.03 +14.8%
102 BUSE FIRST BUSEY CORP Financial Services 61,401.0 $1.6M 0.14% -79K -56.4% $25.27 +6.2%
103 PLTR PALANTIR TECHNOLOGIES INC-A Technology 10,535.0 $1.5M 0.14% -15K -59.4% $146.28 -6.2%
104 CNO CNO FINANCIAL GROUP INC Financial Services 37,445.0 $1.5M 0.14% -27K -42.1% $41.06 +15.4%
105 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,888.0 $1.5M 0.14% -4K -21.2% $96.47 +2.3%
106 SMMT SUMMIT THERAPEUTICS INC Healthcare 80,780.0 $1.5M 0.14% -6K -7.2% $18.96 -5.6%
107 KEY KEYCORP Financial Services 75,802.0 $1.5M 0.14% -85K -52.7% $20.05 +7.2%
108 PINNACLE FINANCIAL PARTNERS 17,578.0 $1.5M 0.13% -25K -59.0% $86.14
109 VISN VISTANCE NETWORKS INC Technology 80,913.0 $1.5M 0.13% -96K -54.2% $18.20 -36.1%
110 DVA DAVITA INC Healthcare 9,579.0 $1.5M 0.13% -5K -34.6% $153.69 +29.3%
111 TTC TORO CO Industrials 15,732.0 $1.5M 0.13% -30K -65.3% $93.44 -4.6%
112 MDB MONGODB INC Technology 5,907.0 $1.4M 0.13% -4K -39.1% $244.77 +29.7%
113 U-HAUL HOLDING CO-NON VOTING 32,341.0 $1.4M 0.13% -124K -79.3% $44.67
114 SNX TD SYNNEX CORP Technology 8,552.0 $1.4M 0.13% -11K -55.9% $168.71 +36.7%
115 EXP EAGLE MATERIALS INC Basic Materials 7,603.0 $1.4M 0.13% -9K -55.0% $189.45 +5.1%
116 AVA AVISTA CORP Utilities 35,851.0 $1.4M 0.13% -101K -73.8% $40.14 +1.9%
117 EEM ISHARES MSCI EMERGING MARKET 25,179.0 $1.4M 0.13% -526K -95.4% $56.79 +16.3%
118 DELL DELL TECHNOLOGIES -C Technology 8,712.0 $1.4M 0.13% -32K -78.7% $164.13 +54.1%
119 AIT APPLIED INDUSTRIAL TECH INC Industrials 5,366.0 $1.4M 0.13% -12K -69.7% $265.32 +15.2%
120 USLM UNITED STATES LIME & MINERAL Basic Materials 10,773.0 $1.4M 0.12% -8K -41.6% $130.61 -20.3%
Page 6 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%