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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 25 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MSM MSC INDUSTRIAL DIRECT CO-A Industrials 8,926.0 $1.1M 0.07% NEW $118.95 +0.3%
482 JAMES HARDIE IND PLC 39,798.0 $1.0M 0.07% NEW $26.18
483 VICR VICOR CORP Technology 2,724.0 $1.0M 0.07% NEW $379.78 -50.0%
484 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 27,207.0 $1.0M 0.07% -4K -13.3% $37.76 +17.4%
485 AGM FEDERAL AGRIC MTG CORP-CL C Financial Services 5,141.0 $1.0M 0.07% +652.0 +14.5% $199.27 +10.3%
486 DORM DORMAN PRODUCTS INC Consumer Cyclical 7,453.0 $1.0M 0.07% NEW $136.45 -3.9%
487 VIAV VIAVI SOLUTIONS INC Technology 21,229.0 $1.0M 0.07% NEW $47.75 -22.6%
488 GRMN GARMIN LTD Technology 4,215.0 $1.0M 0.07% +1K +39.3% $237.54 +22.6%
489 INSM INSMED INC Healthcare 9,356.0 $998K 0.06% +7K +280.6% $106.62 +16.3%
490 DHR DANAHER CORP Healthcare 5,227.0 $996K 0.06% -2K -25.8% $190.48 +13.0%
491 RPM RPM INTERNATIONAL INC Basic Materials 8,950.0 $995K 0.06% -14K -60.6% $111.15 -4.3%
492 INTU INTUIT INC Technology 3,811.0 $995K 0.06% NEW $261.00 +41.7%
493 BAX BAXTER INTERNATIONAL INC Healthcare 46,634.0 $994K 0.06% +21K +78.8% $21.32 +24.2%
494 CRK COMSTOCK RESOURCES INC Energy 66,550.0 $993K 0.06% NEW $14.92 -4.3%
495 WDC WESTERN DIGITAL CORP Technology 1,554.0 $993K 0.06% +467.0 +43.0% $638.72 -31.8%
496 EVR EVERCORE INC - A Financial Services 2,903.0 $991K 0.06% -637.0 -18.0% $341.44 -15.0%
497 OFG OFG BANCORP Financial Services 20,134.0 $988K 0.06% NEW $49.07 +6.7%
498 AEIS ADVANCED ENERGY INDUSTRIES Industrials 2,648.0 $987K 0.06% NEW $372.87 -26.3%
499 HLMN HILLMAN SOLUTIONS CORP Industrials 116,280.0 $981K 0.06% -94K -44.6% $8.44 -1.7%
500 SNDA SONIDA SENIOR LIVING INC Healthcare 24,047.0 $981K 0.06% NEW $40.80 -3.5%
Page 25 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%