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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 3 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PB PROSPERITY BANCSHARES INC Financial Services 41,177.0 $3.0M 0.19% NEW $73.03 +0.1%
42 CBSH COMMERCE BANCSHARES INC Financial Services 51,675.0 $3.0M 0.19% NEW $57.75 +1.7%
43 CVS CVS HEALTH CORP Healthcare 28,809.0 $3.0M 0.19% NEW $103.45 -10.1%
44 LSCC LATTICE SEMICONDUCTOR CORP Technology 18,711.0 $2.9M 0.18% NEW $152.96 -24.9%
45 CARNIVAL CORP LTD 98,962.0 $2.8M 0.18% NEW $28.57
46 HAL HALLIBURTON CO Energy 83,103.0 $2.8M 0.18% NEW $33.95 +1.5%
47 FIG FIGMA INC-CL A Technology 154,304.0 $2.8M 0.18% NEW $18.09 +50.6%
48 BANF BANCFIRST CORP Financial Services 24,843.0 $2.8M 0.18% NEW $111.13 +1.8%
49 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 35,923.0 $2.7M 0.18% NEW $75.96 +11.2%
50 HONEYWELL AEROSPACE INC 12,327.0 $2.7M 0.18% NEW $221.08
51 POR PORTLAND GENERAL ELECTRIC CO Utilities 52,482.0 $2.7M 0.18% NEW $51.83 -4.2%
52 NESR NATIONAL ENERGY SERVICES REU Energy 90,753.0 $2.7M 0.17% NEW $29.93 +12.6%
53 ALLY ALLY FINANCIAL INC Financial Services 59,109.0 $2.7M 0.17% NEW $45.95 -7.1%
54 ESTC ELASTIC NV Technology 47,482.0 $2.7M 0.17% NEW $57.02 +46.2%
55 AWI ARMSTRONG WORLD INDUSTRIES Industrials 16,873.0 $2.7M 0.17% NEW $160.42 +10.9%
56 GL GLOBE LIFE INC Financial Services 15,023.0 $2.7M 0.17% NEW $178.68 -2.9%
57 MDU MDU RESOURCES GROUP INC Industrials 126,557.0 $2.7M 0.17% NEW $21.21 -5.7%
58 SLAB SILICON LABORATORIES INC Technology 11,972.0 $2.6M 0.17% NEW $218.56 -0.4%
59 HLNE HAMILTON LANE INC-CLASS A Financial Services 33,036.0 $2.6M 0.17% NEW $78.83 +32.9%
60 DUK DUKE ENERGY CORP Utilities 20,451.0 $2.6M 0.17% NEW $126.58 -3.7%
Page 3 of 17  ·  326 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%