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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 10 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 2,816.0 $856K 0.08% -2K -41.1% $304.08 +5.6%
182 QCRH QCR HOLDINGS INC Financial Services 9,874.0 $844K 0.07% -15K -60.8% $85.45 +6.4%
183 TSN TYSON FOODS INC-CL A Consumer Defensive 13,127.0 $841K 0.07% -25K -66.0% $64.07 +1.5%
184 ARHS ARHAUS INC Consumer Cyclical 123,801.0 $839K 0.07% -59K -32.3% $6.78 -6.8%
185 ALB ALBEMARLE CORP Basic Materials 4,621.0 $830K 0.07% -20K -80.9% $179.53 -4.4%
186 EFC ELLINGTON FINANCIAL INC Real Estate 69,311.0 $821K 0.07% -217K -75.8% $11.85 +13.8%
187 PRLB PROTO LABS INC Industrials 14,248.0 $812K 0.07% -2K -10.6% $57.02 +25.1%
188 EQH EQUITABLE HOLDINGS INC Financial Services 21,610.0 $802K 0.07% -18K -45.2% $37.11 +14.7%
189 SRRK SCHOLAR ROCK HOLDING CORP Healthcare 16,225.0 $798K 0.07% -48K -74.9% $49.16 -2.1%
190 SIG SIGNET JEWELERS LTD Consumer Cyclical 9,386.0 $794K 0.07% -24K -71.9% $84.64 -3.6%
191 BOOT BOOT BARN HOLDINGS INC Consumer Cyclical 5,393.0 $789K 0.07% -5K -48.3% $146.36 +5.7%
192 AN AUTONATION INC Consumer Cyclical 4,038.0 $788K 0.07% -4K -46.6% $195.26 -2.7%
193 BC BRUNSWICK CORP Consumer Cyclical 10,752.0 $782K 0.07% -17K -61.9% $72.76 +11.3%
194 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,797.0 $780K 0.07% -22K -73.5% $100.09 +6.6%
195 CAI CARIS LIFE SCIENCES INC Healthcare 43,080.0 $770K 0.07% -35K -44.9% $17.88 -13.0%
196 RKT ROCKET COS INC-CLASS A Financial Services 54,041.0 $770K 0.07% -18K -25.2% $14.25 -3.2%
197 WMG WARNER MUSIC GROUP CORP-CL A Communication Services 29,698.0 $758K 0.07% -89K -75.0% $25.54 +35.9%
198 TDG TRANSDIGM GROUP INC Industrials 651.0 $754K 0.07% -195.0 -23.1% $1158.96 +4.7%
199 VIKING HOLDINGS LTD 10,214.0 $751K 0.07% -4K -28.5% $73.48
200 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2,263.0 $748K 0.07% -742.0 -24.7% $330.63 -1.3%
Page 10 of 17  ·  337 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%