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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 11 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DUK DUKE ENERGY CORP Utilities 20,451.0 $2.6M 0.17% NEW $126.58 -3.6%
202 EVRG EVERGY INC Utilities 29,936.0 $2.6M 0.17% -4K -11.1% $86.43 -5.8%
203 WRB WR BERKLEY CORP Financial Services 36,213.0 $2.6M 0.17% +6K +19.7% $70.53 -1.2%
204 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 386,718.0 $2.6M 0.17% +69K +21.6% $6.60 -9.1%
205 GSAT GLOBALSTAR INC Communication Services 31,396.0 $2.6M 0.17% +25K +402.4% $81.29 +1.0%
206 MGRC MCGRATH RENTCORP Industrials 21,052.0 $2.5M 0.16% +7K +53.5% $121.03 -3.7%
207 MOOG INC-CLASS A 6,004.0 $2.5M 0.16% NEW $423.84
208 AYI ACUITY INC Industrials 6,723.0 $2.5M 0.16% NEW $376.66 -10.6%
209 WABC WESTAMERICA BANCORPORATION Financial Services 43,130.0 $2.5M 0.16% +13K +42.5% $58.67 -0.6%
210 CORT CORCEPT THERAPEUTICS INC Healthcare 28,982.0 $2.5M 0.16% +8K +35.1% $86.95 +41.7%
211 TW TRADEWEB MARKETS INC-CLASS A Financial Services 25,165.0 $2.5M 0.16% +152.0 +0.6% $99.66 +8.7%
212 TSN TYSON FOODS INC-CL A Consumer Defensive 43,757.0 $2.5M 0.16% +31K +233.3% $57.25 +1.1%
213 CNP CENTERPOINT ENERGY INC Utilities 56,187.0 $2.5M 0.16% +50K +755.0% $44.04 -11.2%
214 SYY SYSCO CORP Consumer Defensive 29,573.0 $2.5M 0.16% NEW $83.58 +0.3%
215 INOD INNODATA INC Technology 32,690.0 $2.5M 0.16% +19K +137.9% $75.58 -24.4%
216 EXPAND ENERGY CORP 27,010.0 $2.5M 0.16% +25K +1118.9% $91.19
217 PSX PHILLIPS 66 Energy 14,517.0 $2.5M 0.16% -2K -13.7% $169.05 +43.1%
218 LOAR LOAR HOLDINGS INC Industrials 30,364.0 $2.4M 0.16% -18K -37.7% $80.61 -9.8%
219 SOFI SOFI TECHNOLOGIES INC Financial Services 136,376.0 $2.4M 0.16% -315K -69.8% $17.93 +1.7%
220 RBC RBC BEARINGS INC Industrials 3,788.0 $2.4M 0.16% NEW $644.06 -23.0%
Page 11 of 39  ·  777 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%