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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 8 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VST VISTRA CORP Utilities 14,383.0 $2.2M 0.19% +875.0 +6.5% $150.33 -4.2%
142 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,601.0 $2.2M 0.19% -68K -65.8% $60.65 -1.8%
143 SPGI S&P GLOBAL INC Financial Services 5,000.0 $2.1M 0.19% NEW $425.34 -2.0%
144 LVS LAS VEGAS SANDS CORP Consumer Cyclical 39,232.0 $2.1M 0.19% +2K +5.0% $53.88 -8.2%
145 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 318,077.0 $2.1M 0.19% NEW $6.63 -11.5%
146 JBL JABIL INC Technology 7,906.0 $2.1M 0.19% -2K -18.1% $265.63 +34.2%
147 NFG NATIONAL FUEL GAS CO Energy 22,335.0 $2.1M 0.19% -30K -57.5% $93.96 -13.5%
148 WMK WEIS MARKETS INC Consumer Defensive 30,395.0 $2.1M 0.18% -10K -23.9% $68.39 +5.4%
149 JBLU JETBLUE AIRWAYS CORP Industrials 469,622.0 $2.1M 0.18% NEW $4.42 +13.3%
150 BKH BLACK HILLS CORP Utilities 29,798.0 $2.1M 0.18% +15K +104.2% $69.41 +6.8%
151 VMI VALMONT INDUSTRIES Industrials 5,160.0 $2.1M 0.18% +3K +185.4% $399.57 +26.0%
152 ZION ZIONS BANCORP NA Financial Services 35,658.0 $2.1M 0.18% -15K -29.9% $57.62 +7.1%
153 HSY HERSHEY CO/THE Consumer Defensive 9,660.0 $2.0M 0.18% -16K -62.7% $207.89 -8.4%
154 WRB WR BERKLEY CORP Financial Services 30,250.0 $2.0M 0.18% +13K +70.8% $66.28 +3.0%
155 DD DUPONT DE NEMOURS INC Basic Materials 43,705.0 $2.0M 0.18% NEW $45.80 +2.9%
156 HQY HEALTHEQUITY INC Healthcare 23,896.0 $2.0M 0.18% NEW $83.57 +3.4%
157 CTAS CINTAS CORP Industrials 11,788.0 $2.0M 0.18% +4K +59.3% $169.14 +1.9%
158 IESC IES HOLDINGS INC Industrials 4,144.0 $2.0M 0.17% -1K -21.3% $476.47 +36.0%
159 CTSH COGNIZANT TECH SOLUTIONS-A Technology 32,096.0 $2.0M 0.17% -7K -17.8% $61.35 -14.7%
160 PWR QUANTA SERVICES INC Industrials 3,578.0 $2.0M 0.17% +2K +108.5% $549.02 +29.3%
Page 8 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%