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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $2.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 17 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EHC ENCOMPASS HEALTH CORP Healthcare 22,656.0 $2.4M 0.11% NEW $106.14 -1.1%
322 MHO M/I HOMES INC Consumer Cyclical 18,751.0 $2.4M 0.11% NEW $127.95 +1.5%
323 CAT CATERPILLAR INC Industrials 4,171.0 $2.4M 0.11% NEW $572.87 +53.6%
324 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 73,778.0 $2.4M 0.11% NEW $32.31 -9.6%
325 HWC HANCOCK WHITNEY CORP Financial Services 37,415.0 $2.4M 0.11% NEW $63.68 +6.0%
326 ASGN ASGN INC Technology 49,377.0 $2.4M 0.11% NEW $48.17 -60.3%
327 FDX FEDEX CORP Industrials 8,170.0 $2.4M 0.11% NEW $288.86 +36.5%
328 OKE ONEOK INC Energy 32,107.0 $2.4M 0.11% NEW $73.50 +27.9%
329 ELME COMMUNITIES 135,411.0 $2.4M 0.11% NEW $17.40
330 IVZ INVESCO LTD Financial Services 89,630.0 $2.4M 0.11% NEW $26.27 +3.0%
331 CBSH COMMERCE BANCSHARES INC Financial Services 44,971.0 $2.4M 0.11% NEW $52.34 +0.1%
332 CRAI CRA INTERNATIONAL INC Industrials 11,716.0 $2.4M 0.11% NEW $200.70 -26.1%
333 GTES GATES INDUSTRIAL CORP PLC Industrials 108,513.0 $2.3M 0.11% NEW $21.47 +14.0%
334 ALG ALAMO GROUP INC Industrials 13,868.0 $2.3M 0.11% NEW $167.87 -10.6%
335 COHR COHERENT CORP Technology 12,595.0 $2.3M 0.11% NEW $184.57 +104.6%
336 AHR AMERICAN HEALTHCARE REIT INC Real Estate 49,287.0 $2.3M 0.11% NEW $47.06 +6.7%
337 IBM INTL BUSINESS MACHINES CORP Technology 7,808.0 $2.3M 0.11% NEW $296.21 -14.3%
338 LECO LINCOLN ELECTRIC HOLDINGS Industrials 9,612.0 $2.3M 0.10% NEW $239.64 +9.9%
339 TLN TALEN ENERGY CORP Utilities 6,125.0 $2.3M 0.10% NEW $374.84 -0.6%
340 ETN EATON CORP PLC Industrials 7,158.0 $2.3M 0.10% NEW $318.51 +22.9%
Page 17 of 47  ·  931 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 18.3%
Industrials 15.2%
Technology 15.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Real Estate 8.6%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 4.7%
Basic Materials 4.2%