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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 24 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CNK CINEMARK HOLDINGS INC Communication Services 25,588.0 $730K 0.07% +10K +65.4% $28.52 -6.7%
462 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 55,093.0 $725K 0.06% -22K -28.6% $13.16 +63.3%
463 AMRC AMERESCO INC-CL A Industrials 28,389.0 $724K 0.06% NEW $25.50 +18.5%
464 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 26,127.0 $724K 0.06% -48K -64.6% $27.70 +5.2%
465 SRCE 1ST SOURCE CORP Financial Services 10,447.0 $723K 0.06% NEW $69.21 +6.2%
466 VLYPN VALLEY NATIONAL BANCORP Financial Services 58,470.0 $718K 0.06% -516K -89.8% $12.28 +110.7%
467 CHH CHOICE HOTELS INTL INC Consumer Cyclical 6,907.0 $715K 0.06% +5K +206.0% $103.50 +7.7%
468 ALGN ALIGN TECHNOLOGY INC Healthcare 4,161.0 $713K 0.06% NEW $171.43 -4.9%
469 KR KROGER CO Consumer Defensive 9,857.0 $713K 0.06% NEW $72.36 -7.3%
470 MGY MAGNOLIA OIL & GAS CORP - A Energy 22,494.0 $710K 0.06% -66K -74.6% $31.57 -7.4%
471 AUR AURORA INNOVATION INC Technology 172,342.0 $710K 0.06% -399K -69.8% $4.12 +74.0%
472 OVV OVINTIV INC Energy 11,961.0 $710K 0.06% NEW $59.36 -0.8%
473 APG API GROUP CORP Industrials 17,508.0 $709K 0.06% +11K +190.4% $40.52 +2.4%
474 APAM ARTISAN PARTNERS ASSET MA -A Financial Services 19,337.0 $704K 0.06% -28K -59.6% $36.39 +2.0%
475 GRMN GARMIN LTD Technology 3,025.0 $702K 0.06% -14K -81.8% $232.01 +3.3%
476 INCY INCYTE CORP Healthcare 7,405.0 $697K 0.06% -2K -17.1% $94.12 +3.5%
477 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 4,189.0 $696K 0.06% NEW $166.07 +7.3%
478 ESAB ESAB CORP Industrials 7,194.0 $695K 0.06% NEW $96.66 -5.7%
479 NVST ENVISTA HOLDINGS CORP Healthcare 27,244.0 $691K 0.06% NEW $25.37 -6.9%
480 TPH TRI POINTE HOMES INC Consumer Cyclical 14,786.0 $691K 0.06% NEW $46.73 +0.5%
Page 24 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%