BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 J JACOBS SOLUTIONS INC Industrials 9,038.0 $1.2M 0.10% -561.0 -5.8% $127.28 -10.4%
142 LAUR LAUREATE EDUCATION INC Consumer Defensive 32,567.0 $1.1M 0.10% -201K -86.0% $34.84 -5.4%
143 SON SONOCO PRODUCTS CO Consumer Cyclical 20,969.0 $1.1M 0.10% -38K -64.4% $54.09 -11.3%
144 SWK STANLEY BLACK & DECKER INC Industrials 15,881.0 $1.1M 0.10% -2K -11.2% $71.06 +5.5%
145 LII LENNOX INTERNATIONAL INC Industrials 2,419.0 $1.1M 0.10% -6K -69.7% $464.13 +3.5%
146 LMT LOCKHEED MARTIN CORP Industrials 1,855.0 $1.1M 0.10% -6K -77.2% $604.39 -13.5%
147 FCN FTI CONSULTING INC Industrials 6,310.0 $1.1M 0.10% -4K -40.0% $176.77 -13.3%
148 AAOI APPLIED OPTOELECTRONICS INC Technology 13,086.0 $1.1M 0.10% -50K -79.3% $84.59 +109.0%
149 SCL STEPAN CO Basic Materials 22,077.0 $1.1M 0.10% -25K -53.5% $49.98 +1.5%
150 KNSL KINSALE CAPITAL GROUP INC Financial Services 3,190.0 $1.1M 0.10% -2K -35.0% $341.66 -8.7%
151 PTEN PATTERSON-UTI ENERGY INC Energy 100,565.0 $1.1M 0.10% -45K -31.0% $10.83 +13.4%
152 MGEE MGE ENERGY INC Utilities 13,833.0 $1.1M 0.10% -14K -49.4% $77.29 -1.7%
153 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 31,369.0 $1.1M 0.09% -3K -8.7% $33.74 -2.1%
154 NWL NEWELL BRANDS INC Consumer Defensive 308,270.0 $1.1M 0.09% -391K -55.9% $3.43 +4.4%
155 NEE NEXTERA ENERGY INC Utilities 11,334.0 $1.1M 0.09% -97K -89.5% $92.88 -3.4%
156 ZS ZSCALER INC Technology 7,397.0 $1.0M 0.09% -7K -46.9% $140.29 +24.3%
157 SAFT SAFETY INSURANCE GROUP INC Financial Services 14,176.0 $1.0M 0.09% -26K -65.0% $72.64 +0.3%
158 AMR ALPHA METALLURGICAL RESOURCE Energy 4,992.0 $1.0M 0.09% -859.0 -14.7% $205.27 -16.1%
159 UFPI UFP INDUSTRIES INC Basic Materials 11,107.0 $1.0M 0.09% -9K -43.7% $92.12 -13.2%
160 WOR WORTHINGTON ENTERPRISES INC Industrials 19,602.0 $1.0M 0.09% -22K -52.9% $52.14 +4.8%
Page 8 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%