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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 9 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 7,460.0 $550K 0.05% NEW $73.70 +1.1%
162 WTRG ESSENTIAL UTILITIES INC Utilities 13,552.0 $546K 0.05% NEW $40.27 -9.3%
163 APOGEE THERAPEUTICS INC 6,476.0 $545K 0.05% NEW $84.17
164 HII HUNTINGTON INGALLS INDUSTRIE Industrials 1,419.0 $539K 0.05% NEW $379.90 -16.4%
165 TBBK BANCORP INC/THE Financial Services 9,964.0 $535K 0.05% NEW $53.73 +2.2%
166 INOD INNODATA INC Technology 13,739.0 $531K 0.05% NEW $38.62 +155.1%
167 DCOM DIME COMMUNITY BANCSHARES IN Financial Services 15,526.0 $525K 0.05% NEW $33.82 +9.0%
168 AMCOR PLC 13,172.0 $524K 0.05% NEW $39.75
169 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 16,010.0 $523K 0.05% NEW $32.66 +6.2%
170 PRI PRIMERICA INC Financial Services 2,064.0 $517K 0.05% NEW $250.48 +12.2%
171 CINF CINCINNATI FINANCIAL CORP Financial Services 3,260.0 $513K 0.05% NEW $157.35 +7.0%
172 HOG HARLEY-DAVIDSON INC Consumer Cyclical 25,337.0 $512K 0.04% NEW $20.22 +14.7%
173 NOV NOV INC Energy 27,234.0 $512K 0.04% NEW $18.81 +10.9%
174 EOG EOG RESOURCES INC Energy 3,533.0 $511K 0.04% NEW $144.57 -3.2%
175 TCBK TRICO BANCSHARES Financial Services 10,374.0 $493K 0.04% NEW $47.54 +6.4%
176 CBZ CBIZ INC Industrials 18,203.0 $489K 0.04% NEW $26.85 +19.4%
177 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 928.0 $486K 0.04% NEW $523.47 -1.9%
178 UTI UNIVERSAL TECHNICAL INSTITUT Consumer Defensive 13,402.0 $484K 0.04% NEW $36.10 +2.7%
179 PURSUIT ATTRACTIONS AND HOSP 13,189.0 $483K 0.04% NEW $36.63
180 DOW DOW INC Basic Materials 11,544.0 $481K 0.04% NEW $41.65 -13.8%
Page 9 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%