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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 6 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KR KROGER CO Consumer Defensive 55,082.0 $3.1M 0.20% +45K +458.8% $55.53 +4.3%
102 MOS MOSAIC CO/THE Basic Materials 141,077.0 $3.0M 0.19% +74K +111.3% $21.19 +15.2%
103 NMRK NEWMARK GROUP INC-CLASS A Real Estate 197,358.0 $3.0M 0.19% +96K +95.3% $15.11 +7.3%
104 C CITIGROUP INC Financial Services 21,243.0 $3.0M 0.19% +10K +96.8% $139.96 -5.9%
105 CHH CHOICE HOTELS INTL INC Consumer Cyclical 26,021.0 $2.9M 0.18% +19K +276.7% $110.27 -0.6%
106 TAP MOLSON COORS BEVERAGE CO - B Consumer Defensive 73,527.0 $2.9M 0.18% +58K +380.1% $38.96 +10.2%
107 DHT DHT HOLDINGS INC Energy 173,032.0 $2.9M 0.18% +152K +737.9% $16.53 +19.9%
108 MCY MERCURY GENERAL CORP Financial Services 26,743.0 $2.9M 0.18% +21K +346.4% $106.62 -0.9%
109 BKV BKV CORPORATION Energy 104,139.0 $2.8M 0.18% +64K +157.8% $27.36 -11.5%
110 FIGS FIGS INC-CLASS A Consumer Cyclical 277,638.0 $2.8M 0.18% +162K +139.6% $10.23 +43.5%
111 HEI HEICO CORP Industrials 7,925.0 $2.8M 0.18% +4K +122.2% $356.19 -0.3%
112 WAL WESTERN ALLIANCE BANCORP Financial Services 34,179.0 $2.8M 0.18% +21K +161.1% $82.20 -3.1%
113 SEI SOLARIS ENERGY INFRASTRUCTUR Energy 34,686.0 $2.8M 0.18% +23K +201.7% $80.46 -33.8%
114 OLED UNIVERSAL DISPLAY CORP Technology 31,373.0 $2.7M 0.17% +18K +133.2% $86.59 -0.9%
115 LOB LIVE OAK BANCSHARES INC Financial Services 65,920.0 $2.7M 0.17% +15K +30.2% $40.84 +0.3%
116 ATI ATI INC Industrials 13,637.0 $2.7M 0.17% +10K +303.7% $197.10 +5.0%
117 VST VISTRA CORP Utilities 16,728.0 $2.7M 0.17% +2K +16.3% $158.63 -14.1%
118 BELFB BEL FUSE INC-CL B Technology 7,885.0 $2.6M 0.17% +7K +599.6% $333.04 -23.3%
119 VIRT VIRTU FINANCIAL INC-CLASS A Financial Services 43,994.0 $2.6M 0.17% +38K +637.3% $59.57 +14.0%
120 EXP EAGLE MATERIALS INC Basic Materials 11,543.0 $2.6M 0.17% +4K +51.8% $225.00 -8.0%
Page 6 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%