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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 33 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ONESTREAM INC 55,662.0 $1.0M 0.05% NEW $18.38
642 KEX KIRBY CORP Industrials 9,261.0 $1.0M 0.05% NEW $110.18 +30.1%
643 VIKING HOLDINGS LTD 14,279.0 $1.0M 0.05% NEW $71.41
644 PMT PENNYMAC MORTGAGE INVESTMENT Real Estate 80,783.0 $1.0M 0.05% NEW $12.55 -16.3%
645 BKH BLACK HILLS CORP Utilities 14,593.0 $1.0M 0.05% NEW $69.42 +7.0%
646 TOL TOLL BROTHERS INC Consumer Cyclical 7,474.0 $1.0M 0.05% NEW $135.22 -0.7%
647 PRGS PROGRESS SOFTWARE CORP Technology 23,498.0 $1.0M 0.05% NEW $42.96 -30.7%
648 FRHC FREEDOM HOLDING CORP/NV Financial Services 8,265.0 $1.0M 0.05% NEW $121.68 +18.5%
649 IONS IONIS PHARMACEUTICALS INC Healthcare 12,691.0 $1.0M 0.05% NEW $79.11 -4.5%
650 WAFD WAFD INC Financial Services 31,339.0 $1.0M 0.05% NEW $32.03 +10.0%
651 RH RH Consumer Cyclical 5,595.0 $1.0M 0.05% NEW $179.15 -23.9%
652 SYK STRYKER CORP Healthcare 2,839.0 $998K 0.05% NEW $351.47 -10.0%
653 FRPT FRESHPET INC Consumer Defensive 16,373.0 $998K 0.05% NEW $60.93 -15.3%
654 SIGI SELECTIVE INSURANCE GROUP Financial Services 11,875.0 $994K 0.04% NEW $83.67 +8.4%
655 SOMNIGROUP INTERNATIONAL INC 11,079.0 $989K 0.04% NEW $89.28
656 ISRG INTUITIVE SURGICAL INC Healthcare 1,736.0 $983K 0.04% NEW $566.36 -22.6%
657 WKC WORLD KINECT CORP Energy 41,852.0 $981K 0.04% NEW $23.43 +25.9%
658 AES AES CORP Utilities 68,148.0 $977K 0.04% NEW $14.34 +2.4%
659 CRGY CRESCENT ENERGY INC-A Energy 116,137.0 $974K 0.04% NEW $8.39 +57.3%
660 XMTR XOMETRY INC-A Industrials 16,259.0 $967K 0.04% NEW $59.47 +50.0%
Page 33 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%