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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 5 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORP Healthcare 5,227.0 $996K 0.06% -2K -25.8% $190.48 +14.9%
82 RPM RPM INTERNATIONAL INC Basic Materials 8,950.0 $995K 0.06% -14K -60.6% $111.15 -2.3%
83 EVR EVERCORE INC - A Financial Services 2,903.0 $991K 0.06% -637.0 -18.0% $341.44 -14.5%
84 HLMN HILLMAN SOLUTIONS CORP Industrials 116,280.0 $981K 0.06% -94K -44.6% $8.44 -0.9%
85 URBN URBAN OUTFITTERS INC Consumer Cyclical 13,845.0 $981K 0.06% -15K -51.8% $70.86 +4.8%
86 TTI TETRA TECHNOLOGIES INC Energy 82,618.0 $936K 0.06% -18K -18.2% $11.33 -36.5%
87 KNSL KINSALE CAPITAL GROUP INC Financial Services 2,815.0 $928K 0.06% -375.0 -11.8% $329.81 +16.3%
88 SGRY SURGERY PARTNERS INC Healthcare 55,247.0 $928K 0.06% -35K -38.8% $16.80 -13.6%
89 ICFI ICF INTERNATIONAL INC Industrials 12,732.0 $928K 0.06% -11K -46.0% $72.86 +22.2%
90 WGS GENEDX HOLDINGS CORP Healthcare 13,481.0 $925K 0.06% -1K -8.0% $68.65 +26.8%
91 FSLY FASTLY INC - CLASS A Technology 49,215.0 $904K 0.06% -5K -9.4% $18.36 +35.9%
92 TER TERADYNE INC Technology 1,835.0 $888K 0.06% -2K -53.7% $483.84 -22.3%
93 USLM UNITED STATES LIME & MINERAL Basic Materials 8,074.0 $845K 0.06% -3K -25.1% $104.67 +13.6%
94 F FORD MOTOR CO Consumer Cyclical 59,171.0 $822K 0.05% -94K -61.3% $13.90 +3.7%
95 WLDN WILLDAN GROUP INC Industrials 9,825.0 $777K 0.05% -6K -38.4% $79.10 +8.2%
96 ORI OLD REPUBLIC INTL CORP Financial Services 18,970.0 $776K 0.05% -36K -65.4% $40.92 +1.6%
97 CCC CCC INTELLIGENT SOLUTIONS HO Technology 145,284.0 $750K 0.05% -40K -21.6% $5.16 +44.6%
98 SMITHFIELD FOODS INC 30,548.0 $741K 0.05% -2K -7.4% $24.26
99 XMTR XOMETRY INC-A Industrials 7,580.0 $732K 0.05% -3K -27.6% $96.52 -13.4%
100 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 15,170.0 $724K 0.05% -840.0 -5.2% $47.74 -5.0%
Page 5 of 9  ·  164 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%