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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 21 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BCC BOISE CASCADE CO Basic Materials 11,922.0 $904K 0.08% -9K -43.1% $75.85 -11.5%
402 CXT CRANE NXT CO Industrials 22,151.0 $899K 0.08% NEW $40.59 -1.3%
403 CRSP CRISPR THERAPEUTICS AG Healthcare 18,756.0 $892K 0.08% -1K -5.9% $47.57 +4.9%
404 CI THE CIGNA GROUP Healthcare 3,342.0 $891K 0.08% -2K -37.0% $266.75 +5.7%
405 VSH VISHAY INTERTECHNOLOGY INC Technology 49,478.0 $891K 0.08% NEW $18.00 +123.1%
406 MSGE SPHERE ENTERTAINMENT CO Communication Services 7,486.0 $879K 0.08% -7K -48.8% $117.40 -40.9%
407 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 18,994.0 $876K 0.08% NEW $46.14 +11.4%
408 UMH UMH PROPERTIES INC Real Estate 60,402.0 $872K 0.08% +14K +30.0% $14.43 +6.6%
409 AVTR AVANTOR INC Healthcare 110,848.0 $869K 0.08% NEW $7.84 +0.4%
410 GRDN GUARDIAN PHRMCY SERVICES-A Healthcare 22,978.0 $865K 0.08% NEW $37.66 +1.9%
411 CORT CORCEPT THERAPEUTICS INC Healthcare 21,449.0 $865K 0.08% NEW $40.31 +48.1%
412 TTI TETRA TECHNOLOGIES INC Energy 101,028.0 $861K 0.08% -92K -47.8% $8.52 +22.3%
413 W WAYFAIR INC- CLASS A Consumer Cyclical 11,412.0 $858K 0.08% -17K -60.2% $75.21 -13.9%
414 BLK BLACKROCK INC Financial Services 891.0 $857K 0.08% NEW $961.71 +10.6%
415 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 2,816.0 $856K 0.08% -2K -41.1% $304.08 +6.1%
416 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 9,063.0 $847K 0.07% NEW $93.48 -5.5%
417 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 2,913.0 $846K 0.07% NEW $290.49 -0.1%
418 QCRH QCR HOLDINGS INC Financial Services 9,874.0 $844K 0.07% -15K -60.8% $85.45 +6.9%
419 TSN TYSON FOODS INC-CL A Consumer Defensive 13,127.0 $841K 0.07% -25K -66.0% $64.07 +3.8%
420 EXEL EXELIXIS INC Healthcare 19,599.0 $841K 0.07% NEW $42.89 +15.8%
Page 21 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%