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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 34 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PPC PILGRIM'S PRIDE CORP Consumer Defensive 24,647.0 $961K 0.04% NEW $38.99 -26.5%
662 PLYMOUTH INDUSTRIAL REIT INC 43,851.0 $959K 0.04% NEW $21.88
663 VSCO VICTORIA'S SECRET & CO Consumer Cyclical 17,711.0 $959K 0.04% NEW $54.17 -11.9%
664 WLDN WILLDAN GROUP INC Industrials 9,198.0 $953K 0.04% NEW $103.66 -10.7%
665 SJM JM SMUCKER CO/THE Consumer Defensive 9,564.0 $935K 0.04% NEW $97.81 +2.7%
666 TNET TRINET GROUP INC Industrials 15,770.0 $932K 0.04% NEW $59.13 -27.9%
667 SYBT STOCK YARDS BANCORP INC Financial Services 14,355.0 $932K 0.04% NEW $64.95 +9.3%
668 HNGE HINGE HEALTH INC-A Healthcare 19,998.0 $929K 0.04% NEW $46.45 +18.7%
669 SBRA SABRA HEALTH CARE REIT INC Real Estate 48,934.0 $927K 0.04% NEW $18.94 +11.2%
670 CDE COEUR MINING INC Basic Materials 51,945.0 $926K 0.04% NEW $17.83 +0.0%
671 AAT AMERICAN ASSETS TRUST INC Real Estate 48,816.0 $924K 0.04% NEW $18.93 +17.0%
672 IMAX IMAX CORP Communication Services 24,773.0 $916K 0.04% NEW $36.96 -8.3%
673 LMAT LEMAITRE VASCULAR INC Healthcare 11,179.0 $907K 0.04% NEW $81.10 +22.7%
674 SGHC SUPER GROUP SGHC LTD Consumer Cyclical 75,317.0 $900K 0.04% NEW $11.95 +15.0%
675 KKR KKR & CO INC Financial Services 7,042.0 $898K 0.04% NEW $127.48 -25.7%
676 SG SWEETGREEN INC - CLASS A Consumer Cyclical 132,494.0 $896K 0.04% NEW $6.76 +33.3%
677 WMS ADVANCED DRAINAGE SYSTEMS IN Industrials 6,179.0 $895K 0.04% NEW $144.83 -5.5%
678 AUPH AURINIA PHARMACEUTICALS INC Healthcare 56,035.0 $894K 0.04% NEW $15.95 -3.1%
679 CNX CNX RESOURCES CORP Energy 24,236.0 $891K 0.04% NEW $36.77 -3.3%
680 PTEN PATTERSON-UTI ENERGY INC Energy 145,814.0 $891K 0.04% NEW $6.11 +101.0%
Page 34 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%