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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 12 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PLXS PLEXUS CORP Technology 7,794.0 $1.6M 0.14% -39K -83.5% $202.54 +27.6%
222 FSLY FASTLY INC - CLASS A Technology 54,304.0 $1.6M 0.14% -17K -24.1% $29.06 -43.6%
223 ENTERGY CORP 14,023.0 $1.6M 0.14% NEW $112.36
224 UNM UNUM GROUP Financial Services 21,519.0 $1.6M 0.14% -35K -62.2% $73.03 +14.8%
225 AFG AMERICAN FINANCIAL GROUP INC Financial Services 12,283.0 $1.6M 0.14% NEW $127.71 +7.5%
226 PACS PACS GROUP INC Financial Services 48,787.0 $1.6M 0.14% NEW $32.12 +17.6%
227 BUSE FIRST BUSEY CORP Financial Services 61,401.0 $1.6M 0.14% -79K -56.4% $25.27 +6.2%
228 NHI NATL HEALTH INVESTORS INC Real Estate 19,162.0 $1.5M 0.14% +10K +112.5% $80.86 -5.3%
229 PLTR PALANTIR TECHNOLOGIES INC-A Technology 10,535.0 $1.5M 0.14% -15K -59.4% $146.28 -6.2%
230 ICFI ICF INTERNATIONAL INC Industrials 23,577.0 $1.5M 0.14% NEW $65.29 +4.2%
231 CNO CNO FINANCIAL GROUP INC Financial Services 37,445.0 $1.5M 0.14% -27K -42.1% $41.06 +15.4%
232 TOWN TOWNE BANK Financial Services 45,612.0 $1.5M 0.14% +10K +27.3% $33.67 +2.8%
233 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,888.0 $1.5M 0.14% -4K -21.2% $96.47 +2.3%
234 NFLX NETFLIX INC Communication Services 15,940.0 $1.5M 0.14% +11K +245.9% $96.15 -7.1%
235 SMMT SUMMIT THERAPEUTICS INC Healthcare 80,780.0 $1.5M 0.14% -6K -7.2% $18.96 -5.6%
236 MAT MATTEL INC Consumer Cyclical 104,923.0 $1.5M 0.14% NEW $14.53 +3.0%
237 WHR WHIRLPOOL CORP Consumer Cyclical 28,238.0 $1.5M 0.14% NEW $53.92 -23.0%
238 KEY KEYCORP Financial Services 75,802.0 $1.5M 0.14% -85K -52.7% $20.05 +7.2%
239 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 5,516.0 $1.5M 0.14% +2K +41.0% $275.18 -7.7%
240 BWA BORGWARNER INC Consumer Cyclical 27,926.0 $1.5M 0.14% NEW $54.26 +17.1%
Page 12 of 39  ·  766 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%