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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 11 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GCI LIBERTY INC-CL C 10,610.0 $395K 0.04% NEW $37.21
202 BY BYLINE BANCORP INC Financial Services 12,488.0 $394K 0.04% NEW $31.57 +5.1%
203 VIA VIA TRANSPORTATION INC-CL A Technology 26,203.0 $393K 0.04% NEW $15.00 -0.2%
204 NNE NANO NUCLEAR ENERGY INC Industrials 19,033.0 $390K 0.04% NEW $20.48 +30.5%
205 PG PROCTER & GAMBLE CO/THE Consumer Defensive 2,613.0 $377K 0.03% NEW $144.44 -0.0%
206 DHT DHT HOLDINGS INC Energy 20,651.0 $377K 0.03% NEW $18.27 -4.9%
207 ZTS ZOETIS INC Healthcare 3,187.0 $377K 0.03% NEW $118.21 -31.2%
208 DFH DREAM FINDERS HOMES INC - A Consumer Cyclical 27,026.0 $376K 0.03% NEW $13.92 +4.8%
209 ACHR ARCHER AVIATION INC-A Industrials 72,643.0 $376K 0.03% NEW $5.17 +23.0%
210 GNW GENWORTH FINANCIAL INC Financial Services 45,979.0 $373K 0.03% NEW $8.12 +11.7%
211 WEBULL CORP 77,641.0 $373K 0.03% NEW $4.80
212 WGO WINNEBAGO INDUSTRIES Consumer Cyclical 12,017.0 $372K 0.03% NEW $30.99 -3.9%
213 TFX TELEFLEX INC Healthcare 3,075.0 $368K 0.03% NEW $119.61 +11.0%
214 AHCO ADAPTHEALTH CORP Healthcare 30,838.0 $367K 0.03% NEW $11.90 -12.2%
215 PEBO PEOPLES BANCORP INC Financial Services 11,053.0 $363K 0.03% NEW $32.87 +5.1%
216 DOCS DOXIMITY INC-CLASS A Healthcare 15,438.0 $360K 0.03% NEW $23.30 -14.4%
217 ITGR INTEGER HOLDINGS CORP Healthcare 4,061.0 $357K 0.03% NEW $88.00 +1.5%
218 REGN REGENERON PHARMACEUTICALS Healthcare 461.0 $356K 0.03% NEW $772.64 -17.3%
219 HTFL HEARTFLOW INC Healthcare 13,849.0 $337K 0.03% NEW $24.33 +21.2%
220 AVAV AEROVIRONMENT INC Industrials 1,824.0 $334K 0.03% NEW $183.05 -4.8%
Page 11 of 15  ·  284 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%