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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 39 of 39  ·  766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LADR LADDER CAPITAL CORP-REIT Real Estate 12,023.0 $117K 0.01% NEW $9.77 +2.1%
762 OPTU OPTIMUM COMMUNICATIONS INC-A Communication Services 84,267.0 $110K 0.01% -805K -90.5% $1.30 -45.1%
763 ABR ARBOR REALTY TRUST INC Real Estate 13,246.0 $102K 0.01% NEW $7.71 -23.3%
764 NEWSMAX INC 14,454.0 $75K 0.01% NEW $5.22
765 TIC TIC SOLUTIONS INC Industrials 10,782.0 $71K 0.01% NEW $6.58 +30.5%
766 LITHIUM AMERICAS CORP 11,296.0 $45K 0.00% -238K -95.5% $3.95
Page 39 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%