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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 24 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DINO HF SINCLAIR CORP Energy 35,490.0 $1.6M 0.07% NEW $46.08 +51.7%
462 MDXG MIMEDX GROUP INC Healthcare 240,971.0 $1.6M 0.07% NEW $6.77 -46.5%
463 FSS FEDERAL SIGNAL CORP Industrials 14,976.0 $1.6M 0.07% NEW $108.59 +3.7%
464 WVE WAVE LIFE SCIENCES LTD Healthcare 95,068.0 $1.6M 0.07% NEW $17.00 -62.5%
465 CORZ CORE SCIENTIFIC INC Technology 110,991.0 $1.6M 0.07% NEW $14.56 +73.5%
466 VLO VALERO ENERGY CORP Energy 9,925.0 $1.6M 0.07% NEW $162.79 +51.7%
467 DAR DARLING INGREDIENTS INC Consumer Defensive 44,740.0 $1.6M 0.07% NEW $36.00 +62.8%
468 LITE LUMENTUM HOLDINGS INC Technology 4,368.0 $1.6M 0.07% NEW $368.59 +156.9%
469 TIGO MILLICOM INTL CELLULAR S.A. Communication Services 28,904.0 $1.6M 0.07% NEW $55.44 +54.8%
470 MOS MOSAIC CO/THE Basic Materials 66,300.0 $1.6M 0.07% NEW $24.09 -6.6%
471 UI UBIQUITI INC Technology 2,877.0 $1.6M 0.07% NEW $553.35 +10.4%
472 GNTX GENTEX CORP Consumer Cyclical 68,394.0 $1.6M 0.07% NEW $23.27 +2.5%
473 FAF FIRST AMERICAN FINANCIAL Financial Services 25,891.0 $1.6M 0.07% NEW $61.44 +11.0%
474 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 80,541.0 $1.6M 0.07% NEW $19.68 +28.7%
475 FLOC FLOWCO HOLDINGS INC-CL A Energy 84,557.0 $1.6M 0.07% NEW $18.74 +45.5%
476 CPT CAMDEN PROPERTY TRUST Real Estate 14,391.0 $1.6M 0.07% NEW $110.08 -2.4%
477 TPG TPG INC Financial Services 24,796.0 $1.6M 0.07% NEW $63.84 -34.8%
478 AMG AFFILIATED MANAGERS GROUP Financial Services 5,479.0 $1.6M 0.07% NEW $288.28 +4.7%
479 DXCM DEXCOM INC Healthcare 23,760.0 $1.6M 0.07% NEW $66.37 +8.6%
480 LUNR INTUITIVE MACHINES INC Industrials 97,086.0 $1.6M 0.07% NEW $16.23 +135.7%
Page 24 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%