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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 46 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 IPAR INTERPARFUMS INC Consumer Defensive 2,893.0 $245K 0.01% NEW $84.83 +7.5%
902 MSI MOTOROLA SOLUTIONS INC Technology 625.0 $240K 0.01% NEW $383.32 +4.4%
903 MUSA MURPHY USA INC Consumer Cyclical 592.0 $239K 0.01% NEW $403.52 +34.9%
904 BV BRIGHTVIEW HOLDINGS INC Industrials 18,629.0 $236K 0.01% NEW $12.67 -1.2%
905 OGN ORGANON & CO Healthcare 32,663.0 $234K 0.01% NEW $7.17 +87.2%
906 ACA ARCOSA INC Industrials 2,189.0 $233K 0.01% NEW $106.32 +12.1%
907 APG API GROUP CORP Industrials 6,028.0 $231K 0.01% NEW $38.26 +8.5%
908 SM SM ENERGY CO Energy 12,298.0 $230K 0.01% NEW $18.70 +86.1%
909 NUTX NUTEX HEALTH INC Healthcare 1,381.0 $227K 0.01% NEW $164.62 -27.8%
910 MEDP MEDPACE HOLDINGS INC Healthcare 401.0 $225K 0.01% NEW $561.65 -23.4%
911 MD PEDIATRIX MEDICAL GROUP INC Healthcare 10,418.0 $223K 0.01% NEW $21.39 +0.7%
912 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,257.0 $215K 0.01% NEW $95.26 +17.0%
913 GDYN GRID DYNAMICS HOLDINGS INC Technology 23,751.0 $214K 0.01% NEW $9.03 -21.9%
914 HNRG HALLADOR ENERGY CO Energy 11,154.0 $212K 0.01% NEW $19.04 -6.6%
915 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 3,269.0 $212K 0.01% NEW $64.79 -3.2%
916 QCOM QUALCOMM INC Technology 1,233.0 $211K 0.01% NEW $171.05 +18.4%
917 MADISON SQUARE GARDEN ENTERT 3,874.0 $209K 0.01% NEW $53.89
918 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 9,071.0 $209K 0.01% NEW $23.00 +1.6%
919 UDMY UDEMY INC Consumer Defensive 35,520.0 $208K 0.01% NEW $5.85 -20.9%
920 RCAT RED CAT HOLDINGS INC Technology 25,926.0 $206K 0.01% NEW $7.93 +12.7%
Page 46 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%