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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 30 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MGRC MCGRATH RENTCORP Industrials 11,786.0 $1.2M 0.06% NEW $104.93 +4.5%
582 DRS LEONARDO DRS INC Industrials 36,256.0 $1.2M 0.06% NEW $34.09 +30.7%
583 DLR DIGITAL REALTY TRUST INC Real Estate 7,964.0 $1.2M 0.06% NEW $154.71 +25.6%
584 IT GARTNER INC Technology 4,873.0 $1.2M 0.06% NEW $252.28 -37.7%
585 IMNM IMMUNOME INC Healthcare 57,153.0 $1.2M 0.06% NEW $21.48 +6.9%
586 HAE HAEMONETICS CORP/MASS Healthcare 15,239.0 $1.2M 0.06% NEW $80.15 -22.7%
587 VICR VICOR CORP Technology 11,144.0 $1.2M 0.06% NEW $109.60 +141.1%
588 SEM SELECT MEDICAL HOLDINGS CORP Healthcare 81,918.0 $1.2M 0.06% NEW $14.85 +11.2%
589 SKY CHAMPION HOMES INC Consumer Cyclical 14,379.0 $1.2M 0.06% NEW $84.50 -17.5%
590 RDW REDWIRE CORP Industrials 159,774.0 $1.2M 0.06% NEW $7.60 +94.3%
591 GFF GRIFFON CORP Industrials 16,459.0 $1.2M 0.06% NEW $73.65 +14.9%
592 COP CONOCOPHILLIPS Energy 12,871.0 $1.2M 0.06% NEW $93.61 +28.8%
593 AI C3.AI INC-A Technology 88,987.0 $1.2M 0.06% NEW $13.48 -30.8%
594 RNR RENAISSANCERE HOLDINGS LTD Financial Services 4,263.0 $1.2M 0.06% NEW $281.16 +7.8%
595 TOWN TOWNE BANK Financial Services 35,831.0 $1.2M 0.06% NEW $33.37 +3.7%
596 HUN HUNTSMAN CORP Basic Materials 118,920.0 $1.2M 0.05% NEW $10.00 +43.8%
597 SNA SNAP-ON INC Industrials 3,450.0 $1.2M 0.05% NEW $344.60 +4.5%
598 TTD TRADE DESK INC/THE -CLASS A Technology 31,217.0 $1.2M 0.05% NEW $37.96 -44.6%
599 DHI DR HORTON INC Consumer Cyclical 8,217.0 $1.2M 0.05% NEW $144.03 +0.1%
600 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,005.0 $1.2M 0.05% NEW $393.30 -18.6%
Page 30 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%