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Portfolio (Quarterly) Guide ↗

DARK FOREST CAPITAL MANAGEMENT LP

· CIK 0001853322
13F Portfolio $2.2B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 22 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GGG GRACO INC Industrials 22,620.0 $1.9M 0.09% NEW $81.97 -7.4%
422 EVRG EVERGY INC Utilities 25,514.0 $1.8M 0.08% NEW $72.49 +16.3%
423 WDFC WD-40 CO Basic Materials 9,362.0 $1.8M 0.08% NEW $196.90 +3.3%
424 BOOT BOOT BARN HOLDINGS INC Consumer Cyclical 10,438.0 $1.8M 0.08% NEW $176.47 -8.6%
425 NTRA NATERA INC Healthcare 8,001.0 $1.8M 0.08% NEW $229.09 -12.1%
426 CDP COPT DEFENSE PROPERTIES Real Estate 65,720.0 $1.8M 0.08% NEW $27.80 +16.6%
427 PB PROSPERITY BANCSHARES INC Financial Services 26,380.0 $1.8M 0.08% NEW $69.11 +0.5%
428 NOC NORTHROP GRUMMAN CORP Industrials 3,183.0 $1.8M 0.08% NEW $570.21 -2.5%
429 TTI TETRA TECHNOLOGIES INC Energy 193,488.0 $1.8M 0.08% NEW $9.37 +14.7%
430 NSP INSPERITY INC Industrials 46,580.0 $1.8M 0.08% NEW $38.72 -19.0%
431 FCN FTI CONSULTING INC Industrials 10,525.0 $1.8M 0.08% NEW $170.83 -10.6%
432 CRS CARPENTER TECHNOLOGY Industrials 5,710.0 $1.8M 0.08% NEW $314.84 +45.1%
433 UFPI UFP INDUSTRIES INC Basic Materials 19,717.0 $1.8M 0.08% NEW $91.05 -10.6%
434 THRM GENTHERM INC Consumer Cyclical 49,275.0 $1.8M 0.08% NEW $36.37 -7.6%
435 COIN COINBASE GLOBAL INC -CLASS A Financial Services 7,907.0 $1.8M 0.08% NEW $226.14 -19.4%
436 NKTR NEKTAR THERAPEUTICS Healthcare 42,277.0 $1.8M 0.08% NEW $42.28 +56.2%
437 FMC FMC CORP Basic Materials 128,590.0 $1.8M 0.08% NEW $13.87 -6.3%
438 OZK BANK OZK Financial Services 38,674.0 $1.8M 0.08% NEW $46.02 +4.7%
439 PHM PULTEGROUP INC Consumer Cyclical 15,155.0 $1.8M 0.08% NEW $117.26 -0.1%
440 ACADIAN ASSET MANAGEMENT INC 37,792.0 $1.8M 0.08% NEW $47.00
Page 22 of 47  ·  931 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 18.3%
Industrials 15.2%
Technology 15.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Real Estate 8.6%
Consumer Defensive 5.1%
Utilities 4.8%
Energy 4.7%
Basic Materials 4.2%