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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $2.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 21 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AR ANTERO RESOURCES CORP Energy 56,369.0 $1.9M 0.09% NEW $34.46 +7.5%
402 NRG NRG ENERGY INC Utilities 12,196.0 $1.9M 0.09% NEW $159.24 -14.0%
403 TJX TJX COMPANIES INC Consumer Cyclical 12,639.0 $1.9M 0.09% NEW $153.61 +3.6%
404 MGY MAGNOLIA OIL & GAS CORP - A Energy 88,429.0 $1.9M 0.09% NEW $21.89 +33.6%
405 CAKE CHEESECAKE FACTORY INC/THE Consumer Cyclical 38,333.0 $1.9M 0.09% NEW $50.48 +20.0%
406 KNSL KINSALE CAPITAL GROUP INC Financial Services 4,908.0 $1.9M 0.09% NEW $391.12 -20.2%
407 C CITIGROUP INC Financial Services 16,408.0 $1.9M 0.09% NEW $116.69 +7.3%
408 KURA KURA ONCOLOGY INC Healthcare 183,505.0 $1.9M 0.09% NEW $10.39 +7.1%
409 KDP KEURIG DR PEPPER INC Consumer Defensive 67,951.0 $1.9M 0.09% NEW $28.01 +2.7%
410 IBKR INTERACTIVE BROKERS GRO-CL A Financial Services 29,525.0 $1.9M 0.09% NEW $64.31 +30.4%
411 AWR AMERICAN STATES WATER CO Utilities 26,084.0 $1.9M 0.09% NEW $72.48 +5.3%
412 TEM TEMPUS AI INC Healthcare 31,964.0 $1.9M 0.09% NEW $59.05 -22.3%
413 LTC LTC PROPERTIES INC Real Estate 54,821.0 $1.9M 0.09% NEW $34.38 +12.4%
414 EQH EQUITABLE HOLDINGS INC Financial Services 39,446.0 $1.9M 0.09% NEW $47.65 -10.8%
415 NXRT NEXPOINT RESIDENTIAL Real Estate 62,126.0 $1.9M 0.09% NEW $30.10 -2.0%
416 RVMD REVOLUTION MEDICINES INC Healthcare 23,458.0 $1.9M 0.09% NEW $79.65 +88.7%
417 STANDARDAERO INC 65,068.0 $1.9M 0.09% NEW $28.68
418 CB CHUBB LTD Financial Services 5,977.0 $1.9M 0.09% NEW $312.12 +5.8%
419 ALK ALASKA AIR GROUP INC Industrials 37,013.0 $1.9M 0.09% NEW $50.30 -18.3%
420 APTIV PLC 24,453.0 $1.9M 0.09% NEW $76.09
Page 21 of 47  ·  931 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 18.3%
Industrials 15.2%
Technology 15.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Real Estate 8.6%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 4.7%
Basic Materials 4.2%