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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.1B AUM 766 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New 138 Added 337 Reduced 449 Exited
Page 7 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AZO AUTOZONE INC Consumer Cyclical 719.0 $2.4M 0.22% -92.0 -11.3% $3377.78 +1.8%
122 KD KYNDRYL HOLDINGS INC Technology 183,647.0 $2.4M 0.21% NEW $13.12 -8.0%
123 BJ BJ'S WHOLESALE CLUB HOLDINGS Consumer Defensive 24,172.0 $2.4M 0.21% NEW $98.42 -4.1%
124 HURN HURON CONSULTING GROUP INC Industrials 18,436.0 $2.4M 0.21% +11K +137.7% $127.49 -17.4%
125 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 11,089.0 $2.3M 0.21% +2K +28.4% $211.90 +22.3%
126 WSBC WESBANCO INC Financial Services 66,799.0 $2.3M 0.20% -36K -35.2% $34.49 -0.9%
127 EWBC EAST WEST BANCORP INC Financial Services 21,467.0 $2.3M 0.20% NEW $106.76 +15.2%
128 KRMN KARMAN HOLDINGS INC Industrials 28,468.0 $2.3M 0.20% NEW $80.05 -18.4%
129 HLF HERBALIFE LTD Consumer Defensive 154,493.0 $2.3M 0.20% -84K -35.3% $14.72 -13.8%
130 RPM RPM INTERNATIONAL INC Basic Materials 22,728.0 $2.3M 0.20% -3K -10.6% $99.40 -0.9%
131 PCG P G & E CORP Utilities 128,190.0 $2.3M 0.20% -475K -78.7% $17.57 -6.4%
132 VVX V2X INC Industrials 32,791.0 $2.2M 0.20% +25K +299.6% $68.50 +4.7%
133 BNL BROADSTONE NET LEASE INC Real Estate 121,299.0 $2.2M 0.20% -198K -62.0% $18.27 +11.7%
134 GM GENERAL MOTORS CO Consumer Cyclical 29,720.0 $2.2M 0.20% -16K -34.5% $74.50 +3.6%
135 CNXC CONCENTRIX CORP Technology 80,745.0 $2.2M 0.20% +53K +192.4% $27.36 -5.4%
136 PRMB PRIMO BRANDS CORP Consumer Defensive 117,149.0 $2.2M 0.20% +23K +25.0% $18.83 +19.8%
137 MLI MUELLER INDUSTRIES INC Industrials 19,821.0 $2.2M 0.20% NEW $110.80 +20.6%
138 MET METLIFE INC Financial Services 31,001.0 $2.2M 0.20% +24K +329.1% $70.72 +19.2%
139 ORI OLD REPUBLIC INTL CORP Financial Services 54,798.0 $2.2M 0.19% +38K +228.5% $39.90 -0.6%
140 IDA IDACORP INC Utilities 15,241.0 $2.2M 0.19% -15K -49.1% $142.97 -1.0%
Page 7 of 39  ·  766 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 20.5%
Technology 16.2%
Industrials 15.8%
Consumer Cyclical 11.9%
Healthcare 9.8%
Consumer Defensive 5.4%
Energy 4.6%
Utilities 4.2%
Basic Materials 4.1%
Communication Services 4.1%