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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 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 F FORD MOTOR CO Consumer Cyclical 152,825.0 $1.8M 0.16% -258K -62.8% $11.54 +18.5%
182 FDS FACTSET RESEARCH SYSTEMS INC Financial Services 8,103.0 $1.8M 0.16% NEW $216.99 +3.7%
183 CORZ CORE SCIENTIFIC INC Technology 117,387.0 $1.8M 0.16% +6K +5.8% $14.96 +65.9%
184 OXY OCCIDENTAL PETROLEUM CORP Energy 26,959.0 $1.8M 0.16% NEW $65.00 -9.5%
185 HLMN HILLMAN SOLUTIONS CORP Industrials 209,878.0 $1.7M 0.15% -81K -27.8% $8.32 -12.9%
186 SM SM ENERGY CO Energy 55,997.0 $1.7M 0.15% +44K +355.3% $31.18 +11.6%
187 FMC FMC CORP Basic Materials 101,381.0 $1.7M 0.15% -27K -21.2% $17.22 -24.4%
188 FELE FRANKLIN ELECTRIC CO INC Industrials 18,903.0 $1.7M 0.15% -41K -68.3% $92.17 +4.9%
189 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 80,003.0 $1.7M 0.15% +7K +10.1% $21.75 +27.1%
190 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 10,507.0 $1.7M 0.15% -10K -49.3% $165.14 +8.0%
191 HRI HERC HOLDINGS INC Industrials 17,400.0 $1.7M 0.15% +13K +323.2% $99.55 +30.2%
192 SCCO SOUTHERN COPPER CORP Basic Materials 10,029.0 $1.7M 0.15% -6K -35.7% $172.06 +1.2%
193 GXO GXO LOGISTICS INC Industrials 33,243.0 $1.7M 0.15% +9K +36.9% $51.85 -9.9%
194 S SENTINELONE INC -CLASS A Technology 133,282.0 $1.7M 0.15% NEW $12.88 +39.5%
195 TIGO MILLICOM INTL CELLULAR S.A. Communication Services 22,860.0 $1.7M 0.15% -6K -20.9% $74.94 +12.2%
196 FIGS FIGS INC-CLASS A Consumer Cyclical 115,866.0 $1.7M 0.15% NEW $14.77 -15.8%
197 MOS MOSAIC CO/THE Basic Materials 66,749.0 $1.7M 0.15% +449.0 +0.7% $25.50 -14.0%
198 OTIS OTIS WORLDWIDE CORP Industrials 22,011.0 $1.7M 0.15% +16K +240.2% $77.08 -7.1%
199 NTRA NATERA INC Healthcare 8,428.0 $1.7M 0.15% +427.0 +5.3% $199.99 +1.9%
200 BLBD BLUE BIRD CORP Consumer Cyclical 29,668.0 $1.7M 0.15% +6K +26.2% $56.79 +14.1%
Page 10 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%