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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 5 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 F FORD MOTOR CO Consumer Cyclical 410,797.0 $5.4M 0.25% NEW $13.12 +4.2%
82 FCNCA FIRST CITIZENS BCSHS -CL A Financial Services 2,468.0 $5.3M 0.24% NEW $2146.18 -7.3%
83 AVA AVISTA CORP Utilities 136,614.0 $5.3M 0.24% NEW $38.54 +6.2%
84 IFF INTL FLAVORS & FRAGRANCES Basic Materials 76,560.0 $5.2M 0.23% NEW $67.39 +11.7%
85 RBRK RUBRIK INC-A Technology 67,444.0 $5.2M 0.23% NEW $76.48 -12.5%
86 DELL DELL TECHNOLOGIES -C Technology 40,883.0 $5.1M 0.23% NEW $125.88 +100.9%
87 WM WASTE MANAGEMENT INC Industrials 23,270.0 $5.1M 0.23% NEW $219.71 -0.1%
88 CR CRANE CO Industrials 27,551.0 $5.1M 0.23% NEW $184.43 -4.9%
89 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 15,665.0 $5.1M 0.23% NEW $324.03 -5.0%
90 VZ VERIZON COMMUNICATIONS INC Communication Services 124,536.0 $5.1M 0.23% NEW $40.73 +17.4%
91 PK PARK HOTELS & RESORTS INC Real Estate 481,350.0 $5.0M 0.23% NEW $10.46 +8.9%
92 META META PLATFORMS INC-CLASS A Communication Services 7,524.0 $5.0M 0.23% NEW $660.09 -8.0%
93 OLN OLIN CORP Basic Materials 238,404.0 $5.0M 0.23% NEW $20.83 +24.9%
94 HBAN HUNTINGTON BANCSHARES INC Financial Services 283,719.0 $4.9M 0.23% NEW $17.35 -8.6%
95 ADC AGREE REALTY CORP Real Estate 68,335.0 $4.9M 0.23% NEW $72.03 +5.1%
96 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 61,585.0 $4.9M 0.22% NEW $79.67 +11.0%
97 MCK MCKESSON CORP Healthcare 5,977.0 $4.9M 0.22% NEW $820.29 -6.6%
98 ECL ECOLAB INC Basic Materials 18,634.0 $4.9M 0.22% NEW $262.52 -4.7%
99 SO SOUTHERN CO/THE Utilities 56,028.0 $4.9M 0.22% NEW $87.20 +7.4%
100 SIRI SIRIUS XM HOLDINGS INC Communication Services 244,216.0 $4.9M 0.22% NEW $20.00 +35.3%
Page 5 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%