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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 31 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CWT CALIFORNIA WATER SERVICE GRP Utilities 27,119.0 $1.2M 0.05% NEW $43.33 -0.3%
602 ECPG ENCORE CAPITAL GROUP INC Financial Services 21,582.0 $1.2M 0.05% NEW $54.35 +50.1%
603 AMR ALPHA METALLURGICAL RESOURCE Energy 5,851.0 $1.2M 0.05% NEW $199.88 -13.8%
604 GTY GETTY REALTY CORP Real Estate 42,681.0 $1.2M 0.05% NEW $27.37 +22.1%
605 VRSN VERISIGN INC Technology 4,784.0 $1.2M 0.05% NEW $242.95 +24.7%
606 CNXN PC CONNECTION INC Technology 20,032.0 $1.2M 0.05% NEW $57.76 +11.1%
607 CNXC CONCENTRIX CORP Technology 27,617.0 $1.1M 0.05% NEW $41.58 -37.8%
608 PTON PELOTON INTERACTIVE INC-A Consumer Cyclical 183,425.0 $1.1M 0.05% NEW $6.16 -16.1%
609 ZG ZILLOW GROUP INC - A Communication Services 16,522.0 $1.1M 0.05% NEW $68.23 -45.9%
610 TDG TRANSDIGM GROUP INC Industrials 846.0 $1.1M 0.05% NEW $1329.85 -9.9%
611 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 18,126.0 $1.1M 0.05% NEW $61.97 -15.4%
612 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 45,187.0 $1.1M 0.05% NEW $24.83 -38.1%
613 EOSE EOS ENERGY ENTERPRISES INC Industrials 97,555.0 $1.1M 0.05% NEW $11.46 -28.7%
614 PRK PARK NATIONAL CORP Financial Services 7,301.0 $1.1M 0.05% NEW $152.18 +10.9%
615 BLBD BLUE BIRD CORP Consumer Cyclical 23,512.0 $1.1M 0.05% NEW $47.00 +37.9%
616 LIBERTY GLOBAL LTD-A 99,143.0 $1.1M 0.05% NEW $11.14
617 WFC WELLS FARGO & CO Financial Services 11,807.0 $1.1M 0.05% NEW $93.20 -18.7%
618 ATI ATI INC Industrials 9,542.0 $1.1M 0.05% NEW $114.76 +39.8%
619 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 3,911.0 $1.1M 0.05% NEW $278.92 -9.0%
620 LITHIUM AMERICAS CORP 249,768.0 $1.1M 0.05% NEW $4.36
Page 31 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%