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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 8 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OCFC OCEANFIRST FINANCIAL CORP Financial Services 66,978.0 $1.3M 0.08% NEW $19.53 -3.0%
142 SFNC SIMMONS FIRST NATL CORP-CL A Financial Services 56,862.0 $1.3M 0.08% NEW $22.65 +1.4%
143 EL ESTEE LAUDER COMPANIES-CL A Consumer Defensive 16,171.0 $1.3M 0.08% NEW $78.95 +31.9%
144 AIR AAR CORP Industrials 8,927.0 $1.3M 0.08% NEW $142.93 -5.8%
145 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 24,229.0 $1.3M 0.08% NEW $52.37 -13.4%
146 SLDE SLIDE INSURANCE HOLDINGS INC Financial Services 65,501.0 $1.3M 0.08% NEW $19.37 +22.0%
147 EAT BRINKER INTERNATIONAL INC Consumer Cyclical 7,507.0 $1.3M 0.08% NEW $168.00 +51.2%
148 WST WEST PHARMACEUTICAL SERVICES Healthcare 3,501.0 $1.3M 0.08% NEW $359.00 -1.6%
149 SMTC SEMTECH CORP Technology 7,734.0 $1.3M 0.08% NEW $161.85 -25.3%
150 IONS IONIS PHARMACEUTICALS INC Healthcare 15,511.0 $1.2M 0.08% NEW $79.29 -21.8%
151 LINC LINCOLN EDUCATIONAL SERVICES Consumer Defensive 24,243.0 $1.2M 0.08% NEW $49.90 -50.2%
152 THO THOR INDUSTRIES INC Consumer Cyclical 16,056.0 $1.2M 0.08% NEW $75.16 +5.7%
153 CALY CALLAWAY GOLF COMPANY Consumer Cyclical 64,087.0 $1.2M 0.08% NEW $18.79 -16.0%
154 BMNR BITMINE IMMERSION TECHNOLOGI Financial Services 88,034.0 $1.2M 0.08% NEW $13.31 +81.4%
155 LZ LEGALZOOMCOM INC Industrials 189,994.0 $1.2M 0.07% NEW $6.13 -2.1%
156 FLNC FLUENCE ENERGY INC Utilities 58,384.0 $1.2M 0.07% NEW $19.88 -45.4%
157 ADBE ADOBE INC Technology 5,635.0 $1.2M 0.07% NEW $205.02 +34.8%
158 CSGP COSTAR GROUP INC Real Estate 40,369.0 $1.1M 0.07% NEW $28.32 +16.0%
159 HRL HORMEL FOODS CORP Consumer Defensive 46,005.0 $1.1M 0.07% NEW $24.82 -2.9%
160 TNET TRINET GROUP INC Industrials 22,928.0 $1.1M 0.07% NEW $49.49 +40.6%
Page 8 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%