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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 7 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WOR WORTHINGTON ENTERPRISES INC Industrials 48,165.0 $2.6M 0.17% +29K +145.7% $53.76 +5.8%
122 WRB WR BERKLEY CORP Financial Services 36,213.0 $2.6M 0.17% +6K +19.7% $70.53 -2.7%
123 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 386,718.0 $2.6M 0.17% +69K +21.6% $6.60 -9.5%
124 GSAT GLOBALSTAR INC Communication Services 31,396.0 $2.6M 0.17% +25K +402.4% $81.29 +1.3%
125 MGRC MCGRATH RENTCORP Industrials 21,052.0 $2.5M 0.16% +7K +53.5% $121.03 -3.6%
126 WABC WESTAMERICA BANCORPORATION Financial Services 43,130.0 $2.5M 0.16% +13K +42.5% $58.67 -0.3%
127 CORT CORCEPT THERAPEUTICS INC Healthcare 28,982.0 $2.5M 0.16% +8K +35.1% $86.95 +40.6%
128 TW TRADEWEB MARKETS INC-CLASS A Financial Services 25,165.0 $2.5M 0.16% +152.0 +0.6% $99.66 +7.4%
129 TSN TYSON FOODS INC-CL A Consumer Defensive 43,757.0 $2.5M 0.16% +31K +233.3% $57.25 +2.1%
130 CNP CENTERPOINT ENERGY INC Utilities 56,187.0 $2.5M 0.16% +50K +755.0% $44.04 -12.0%
131 INOD INNODATA INC Technology 32,690.0 $2.5M 0.16% +19K +137.9% $75.58 -15.0%
132 EXPAND ENERGY CORP 27,010.0 $2.5M 0.16% +25K +1118.9% $91.19
133 SHLS SHOALS TECHNOLOGIES GROUP -A Energy 243,465.0 $2.4M 0.16% +209K +610.4% $9.90 -28.3%
134 CPRT COPART INC Industrials 84,766.0 $2.4M 0.15% +30K +54.8% $28.19 +19.9%
135 FCF FIRST COMMONWEALTH FINL CORP Financial Services 117,315.0 $2.4M 0.15% +98K +518.8% $20.33 +3.7%
136 OBNK ORIGIN BANCORP INC Financial Services 46,075.0 $2.4M 0.15% +36K +350.5% $51.15 -97.9%
137 FMC FMC CORP Basic Materials 204,424.0 $2.4M 0.15% +103K +101.6% $11.50 -4.2%
138 AZO AUTOZONE INC Consumer Cyclical 735.0 $2.3M 0.15% +16.0 +2.2% $3195.94 -7.4%
139 ASTS AST SPACEMOBILE INC Technology 26,393.0 $2.3M 0.15% +11K +75.7% $88.86 -22.7%
140 BWA BORGWARNER INC Consumer Cyclical 35,245.0 $2.3M 0.15% +7K +26.2% $66.40 +2.1%
Page 7 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%