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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 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 2,442.0 $209K 0.01% -5K -67.3% $85.75 +1.4%
162 PBF PBF ENERGY INC-CLASS A Energy 4,406.0 $201K 0.01% -2K -29.6% $45.52 +61.5%
163 ARHS ARHAUS INC Consumer Cyclical 19,361.0 $163K 0.01% -104K -84.4% $8.42 +11.5%
164 ASAN ASANA INC - CL A Technology 22,929.0 $161K 0.01% -23K -50.2% $7.00 +36.9%
Page 9 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%