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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 10 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KMX CARMAX INC Consumer Cyclical 11,316.0 $471K 0.04% NEW $41.58 -6.4%
182 SR SPIRE INC Utilities 5,132.0 $465K 0.04% NEW $90.54 -4.2%
183 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 8,091.0 $457K 0.04% NEW $56.45 -9.6%
184 UBER UBER TECHNOLOGIES INC Technology 6,124.0 $440K 0.04% NEW $71.93 +3.7%
185 BAX BAXTER INTERNATIONAL INC Healthcare 26,085.0 $438K 0.04% NEW $16.80 +13.3%
186 STGW STAGWELL INC Communication Services 69,598.0 $438K 0.04% NEW $6.29 -1.1%
187 VTOL BRISTOW GROUP INC Energy 9,325.0 $437K 0.04% NEW $46.89 -8.0%
188 DAN DANA INC Consumer Cyclical 12,985.0 $437K 0.04% NEW $33.65 +0.6%
189 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 11,648.0 $431K 0.04% NEW $37.01 +1.8%
190 LNN LINDSAY CORP Industrials 3,608.0 $430K 0.04% NEW $119.07 -8.3%
191 GTLB GITLAB INC-CL A Technology 19,753.0 $427K 0.04% NEW $21.64 +18.4%
192 OBNK ORIGIN BANCORP INC Financial Services 10,227.0 $424K 0.04% NEW $41.46 -31.0%
193 GLOB GLOBANT SA Technology 9,088.0 $419K 0.04% NEW $46.11 -11.9%
194 ATR APTARGROUP INC Healthcare 3,316.0 $418K 0.04% NEW $126.02 -8.3%
195 KSS KOHLS CORP Consumer Cyclical 32,346.0 $417K 0.04% NEW $12.90 -1.6%
196 PWP PERELLA WEINBERG PARTNERS Financial Services 22,639.0 $411K 0.04% NEW $18.16 -2.5%
197 PRVA PRIVIA HEALTH GROUP INC Healthcare 19,979.0 $411K 0.04% NEW $20.57 +12.7%
198 G GENPACT LTD Technology 10,818.0 $403K 0.04% NEW $37.25 -14.1%
199 STC STEWART INFORMATION SERVICES Financial Services 6,470.0 $398K 0.04% NEW $61.58 +10.6%
200 ON ON SEMICONDUCTOR Technology 6,434.0 $398K 0.04% NEW $61.92 +77.0%
Page 10 of 15  ·  284 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%