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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 27 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CNA CNA FINANCIAL CORP Financial Services 30,089.0 $1.4M 0.07% NEW $47.74 -7.7%
522 FOR FORESTAR GROUP INC Real Estate 58,303.0 $1.4M 0.07% NEW $24.63 +5.2%
523 WSFS WSFS FINANCIAL CORP Financial Services 25,893.0 $1.4M 0.07% NEW $55.24 +29.8%
524 NEO NEOGENOMICS INC Healthcare 121,265.0 $1.4M 0.07% NEW $11.76 -21.5%
525 BHE BENCHMARK ELECTRONICS INC Technology 33,298.0 $1.4M 0.07% NEW $42.76 +99.1%
526 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 72,687.0 $1.4M 0.06% NEW $19.43 +39.3%
527 ADPT ADAPTIVE BIOTECHNOLOGIES Healthcare 86,886.0 $1.4M 0.06% NEW $16.24 -14.5%
528 CRK COMSTOCK RESOURCES INC Energy 60,403.0 $1.4M 0.06% NEW $23.18 -39.9%
529 RKT ROCKET COS INC-CLASS A Financial Services 72,221.0 $1.4M 0.06% NEW $19.36 -28.8%
530 CTAS CINTAS CORP Industrials 7,399.0 $1.4M 0.06% NEW $188.07 -8.1%
531 MSGE SPHERE ENTERTAINMENT CO Communication Services 14,632.0 $1.4M 0.06% NEW $95.08 -26.8%
532 CRVL CORVEL CORP Financial Services 20,522.0 $1.4M 0.06% NEW $67.67 -7.3%
533 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 27,757.0 $1.4M 0.06% NEW $50.02 -24.7%
534 GKOS GLAUKOS CORP Healthcare 12,268.0 $1.4M 0.06% NEW $112.91 +6.5%
535 RGEN REPLIGEN CORP Healthcare 8,425.0 $1.4M 0.06% NEW $163.86 -29.8%
536 SBAC SBA COMMUNICATIONS CORP Real Estate 7,121.0 $1.4M 0.06% NEW $193.43 +6.3%
537 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 4,781.0 $1.4M 0.06% NEW $287.25 +11.8%
538 CELC CELCUITY INC Healthcare 13,718.0 $1.4M 0.06% NEW $99.74 +38.6%
539 HLX HELIX ENERGY SOLUTIONS GROUP Energy 217,383.0 $1.4M 0.06% NEW $6.27 +60.8%
540 VRRM VERRA MOBILITY CORP Technology 60,777.0 $1.4M 0.06% NEW $22.41 -39.8%
Page 27 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%