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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 13 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NMRK NEWMARK GROUP INC-CLASS A Real Estate 101,059.0 $1.5M 0.13% +38K +61.1% $14.99 -3.1%
242 PINNACLE FINANCIAL PARTNERS 17,578.0 $1.5M 0.13% -25K -59.0% $86.14
243 MGRC MCGRATH RENTCORP Industrials 13,712.0 $1.5M 0.13% +2K +16.3% $110.28 -0.5%
244 WK WORKIVA INC Technology 25,329.0 $1.5M 0.13% +10K +67.1% $59.63 -18.6%
245 ALAB ASTERA LABS INC Technology 13,614.0 $1.5M 0.13% +11K +396.3% $109.60 +171.8%
246 BALL BALL CORP Consumer Cyclical 25,185.0 $1.5M 0.13% NEW $59.11 -4.7%
247 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 21,594.0 $1.5M 0.13% NEW $68.93 -7.7%
248 BLDR BUILDERS FIRSTSOURCE INC Industrials 17,970.0 $1.5M 0.13% NEW $82.33 -10.3%
249 VISN VISTANCE NETWORKS INC Technology 80,913.0 $1.5M 0.13% -96K -54.2% $18.20 -36.1%
250 DVA DAVITA INC Healthcare 9,579.0 $1.5M 0.13% -5K -34.6% $153.69 +29.3%
251 SWKS SKYWORKS SOLUTIONS INC Technology 27,468.0 $1.5M 0.13% NEW $53.55 +38.8%
252 TTC TORO CO Industrials 15,732.0 $1.5M 0.13% -30K -65.3% $93.44 -4.6%
253 TPB TURNING POINT BRANDS INC Consumer Defensive 16,740.0 $1.5M 0.13% +14K +494.2% $86.79 +5.1%
254 LUV SOUTHWEST AIRLINES CO Industrials 38,609.0 $1.5M 0.13% NEW $37.57 +8.5%
255 CLH CLEAN HARBORS INC Industrials 5,051.0 $1.4M 0.13% +2K +56.7% $286.73 -1.5%
256 MDB MONGODB INC Technology 5,907.0 $1.4M 0.13% -4K -39.1% $244.77 +29.7%
257 U-HAUL HOLDING CO-NON VOTING 32,341.0 $1.4M 0.13% -124K -79.3% $44.67
258 SNX TD SYNNEX CORP Technology 8,552.0 $1.4M 0.13% -11K -55.9% $168.71 +36.7%
259 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 17,818.0 $1.4M 0.13% NEW $80.95 -3.1%
260 EXP EAGLE MATERIALS INC Basic Materials 7,603.0 $1.4M 0.13% -9K -55.0% $189.45 +5.1%
Page 13 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%