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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 17 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BKV BKV CORPORATION Energy 40,388.0 $1.2M 0.10% NEW $28.52 +0.1%
322 MSA MSA SAFETY INC Industrials 7,020.0 $1.2M 0.10% -14K -67.3% $163.95 +2.8%
323 J JACOBS SOLUTIONS INC Industrials 9,038.0 $1.2M 0.10% -561.0 -5.8% $127.28 -10.4%
324 WAB WABTEC CORP Industrials 4,589.0 $1.1M 0.10% NEW $249.91 +3.7%
325 BKE BUCKLE INC/THE Consumer Cyclical 22,733.0 $1.1M 0.10% NEW $50.36 -2.7%
326 CRH PLC 10,877.0 $1.1M 0.10% NEW $105.12
327 LAUR LAUREATE EDUCATION INC Consumer Defensive 32,567.0 $1.1M 0.10% -201K -86.0% $34.84 -5.4%
328 SON SONOCO PRODUCTS CO Consumer Cyclical 20,969.0 $1.1M 0.10% -38K -64.4% $54.09 -11.3%
329 ESE ESCO TECHNOLOGIES INC Technology 4,024.0 $1.1M 0.10% NEW $281.37 +4.2%
330 ENSG ENSIGN GROUP INC/THE Healthcare 5,608.0 $1.1M 0.10% NEW $201.50 -14.8%
331 SWK STANLEY BLACK & DECKER INC Industrials 15,881.0 $1.1M 0.10% -2K -11.2% $71.06 +5.5%
332 LII LENNOX INTERNATIONAL INC Industrials 2,419.0 $1.1M 0.10% -6K -69.7% $464.13 +3.5%
333 LMT LOCKHEED MARTIN CORP Industrials 1,855.0 $1.1M 0.10% -6K -77.2% $604.39 -13.5%
334 BBWI BATH & BODY WORKS INC Consumer Cyclical 59,879.0 $1.1M 0.10% +32K +112.1% $18.67 -7.2%
335 FCN FTI CONSULTING INC Industrials 6,310.0 $1.1M 0.10% -4K -40.0% $176.77 -13.3%
336 CYTK CYTOKINETICS INC Healthcare 16,914.0 $1.1M 0.10% NEW $65.91 +18.4%
337 GBCI GLACIER BANCORP INC Financial Services 24,918.0 $1.1M 0.10% NEW $44.67 +7.0%
338 CCC CCC INTELLIGENT SOLUTIONS HO Technology 185,404.0 $1.1M 0.10% +138K +294.2% $6.00 -24.3%
339 AAOI APPLIED OPTOELECTRONICS INC Technology 13,086.0 $1.1M 0.10% -50K -79.3% $84.59 +109.0%
340 SCL STEPAN CO Basic Materials 22,077.0 $1.1M 0.10% -25K -53.5% $49.98 +1.5%
Page 17 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%