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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $1.5B AUM 777 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 326 New 285 Added 164 Reduced 315 Exited
Page 11 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 YETI YETI HOLDINGS INC Consumer Cyclical 29,321.0 $1.5M 0.09% +3K +12.7% $49.56 -11.7%
202 GNW GENWORTH FINANCIAL INC Financial Services 152,841.0 $1.4M 0.09% +107K +232.4% $9.47 +4.3%
203 TBBK BANCORP INC/THE Financial Services 22,959.0 $1.4M 0.09% +13K +130.4% $62.64 +7.3%
204 FCN FTI CONSULTING INC Industrials 9,543.0 $1.4M 0.09% +3K +51.2% $149.01 +4.5%
205 LC HAPPEN INC Financial Services 67,839.0 $1.4M 0.09% +2K +3.5% $20.74 -7.4%
206 ENPH ENPHASE ENERGY INC Energy 28,496.0 $1.4M 0.09% +13K +84.2% $49.24 -21.6%
207 HOG HARLEY-DAVIDSON INC Consumer Cyclical 56,814.0 $1.4M 0.09% +31K +124.2% $24.46 +15.3%
208 PG PROCTER & GAMBLE CO/THE Consumer Defensive 9,474.0 $1.4M 0.09% +7K +262.6% $146.64 -1.3%
209 CRSP CRISPR THERAPEUTICS AG Healthcare 25,350.0 $1.4M 0.09% +7K +35.2% $54.54 +9.1%
210 ROK ROCKWELL AUTOMATION INC Industrials 2,788.0 $1.4M 0.09% +2K +130.2% $495.08 -11.7%
211 GALAXY DIGITAL INC-A 50,272.0 $1.4M 0.09% +40K +380.2% $27.34
212 BW BABCOCK & WILCOX ENTERPR Industrials 97,093.0 $1.4M 0.09% +81K +507.5% $14.10 -41.3%
213 AI C3.AI INC-A Technology 149,341.0 $1.4M 0.09% +34K +29.6% $9.09 +13.3%
214 ALG ALAMO GROUP INC Industrials 8,224.0 $1.4M 0.09% +518.0 +6.7% $164.49 -0.1%
215 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 5,368.0 $1.3M 0.09% +2K +77.0% $249.98 -4.1%
216 PLTR PALANTIR TECHNOLOGIES INC-A Technology 11,355.0 $1.3M 0.09% +820.0 +7.8% $116.67 +54.2%
217 U UNITY SOFTWARE INC Technology 46,161.0 $1.3M 0.09% +11K +32.6% $28.58 +64.2%
218 SYBT STOCK YARDS BANCORP INC Financial Services 17,050.0 $1.3M 0.08% +1K +7.0% $76.47 +7.1%
219 AVTR AVANTOR INC Healthcare 130,438.0 $1.3M 0.08% +20K +17.7% $9.90 +46.1%
220 BEN FRANKLIN RESOURCES INC Financial Services 37,660.0 $1.3M 0.08% +13K +55.5% $33.27 +3.1%
Page 11 of 15  ·  285 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 22.1%
Industrials 17.6%
Technology 15.3%
Consumer Cyclical 11.0%
Healthcare 9.3%
Consumer Defensive 6.1%
Energy 5.9%
Utilities 4.8%
Basic Materials 4.1%
Communication Services 3.4%