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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 20 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OTTR OTTER TAIL CORP Utilities 25,090.0 $2.0M 0.09% NEW $80.81 +7.3%
382 DLTR DOLLAR TREE INC Consumer Defensive 16,478.0 $2.0M 0.09% NEW $123.01 -22.2%
383 MNST MONSTER BEVERAGE CORP Consumer Defensive 26,378.0 $2.0M 0.09% NEW $76.67 +12.6%
384 RRX REGAL REXNORD CORP Industrials 14,361.0 $2.0M 0.09% NEW $140.32 +39.1%
385 RLI RLI CORP Financial Services 31,467.0 $2.0M 0.09% NEW $63.98 -17.7%
386 FOLD AMICUS THERAPEUTICS INC Healthcare 140,300.0 $2.0M 0.09% NEW $14.24 +1.8%
387 SONO SONOS INC Technology 113,703.0 $2.0M 0.09% NEW $17.56 -14.5%
388 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,031.0 $2.0M 0.09% NEW $283.31 -23.0%
389 FRSH FRESHWORKS INC-CL A Technology 162,606.0 $2.0M 0.09% NEW $12.25 -26.0%
390 BXSL BLACKSTONE SECURED LENDING F Financial Services 75,598.0 $2.0M 0.09% NEW $26.33 -10.6%
391 ACN ACCENTURE PLC-CL A Technology 7,418.0 $2.0M 0.09% NEW $268.30 -33.7%
392 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 157,954.0 $2.0M 0.09% NEW $12.60 -1.4%
393 TRS TRIMAS CORP Consumer Cyclical 56,046.0 $2.0M 0.09% NEW $35.45 +10.6%
394 EIX EDISON INTERNATIONAL Utilities 32,801.0 $2.0M 0.09% NEW $60.02 +17.2%
395 AROC ARCHROCK INC Energy 75,167.0 $2.0M 0.09% NEW $26.02 +41.8%
396 ACVA ACV AUCTIONS INC-A Consumer Cyclical 243,047.0 $1.9M 0.09% NEW $8.02 -26.4%
397 APAM ARTISAN PARTNERS ASSET MA -A Financial Services 47,836.0 $1.9M 0.09% NEW $40.74 -8.9%
398 ALHC ALIGNMENT HEALTHCARE INC Healthcare 98,567.0 $1.9M 0.09% NEW $19.75 -17.1%
399 MBIN MERCHANTS BANCORP/IN Financial Services 57,154.0 $1.9M 0.09% NEW $34.06 +36.6%
400 MCHP MICROCHIP TECHNOLOGY INC Technology 30,508.0 $1.9M 0.09% NEW $63.72 +43.0%
Page 20 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%