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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 28 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 USLM UNITED STATES LIME & MINERAL Basic Materials 8,074.0 $845K 0.06% -3K -25.1% $104.67 +16.0%
542 AVO MISSION PRODUCE INC Consumer Defensive 71,427.0 $842K 0.05% NEW $11.79 +14.1%
543 WWD WOODWARD INC Industrials 1,974.0 $840K 0.05% +1K +122.8% $425.44 -21.0%
544 STGW STAGWELL INC Communication Services 113,003.0 $840K 0.05% +43K +62.4% $7.43 +19.2%
545 RIG TRANSOCEAN LTD Energy 171,635.0 $839K 0.05% NEW $4.89 +16.1%
546 STNE STONECO LTD-A Technology 76,955.0 $834K 0.05% NEW $10.84 -10.2%
547 CERT CERTARA INC Healthcare 126,494.0 $829K 0.05% +64K +103.6% $6.55 +26.0%
548 FLYW FLYWIRE CORP-VOTING Technology 47,064.0 $827K 0.05% NEW $17.57 +11.2%
549 WHD CACTUS INC - A Energy 16,126.0 $826K 0.05% NEW $51.23 +32.9%
550 RRC RANGE RESOURCES CORP Energy 22,176.0 $825K 0.05% NEW $37.19 +10.8%
551 F FORD MOTOR CO Consumer Cyclical 59,171.0 $822K 0.05% -94K -61.3% $13.90 -0.2%
552 OSIS OSI SYSTEMS INC Technology 3,752.0 $821K 0.05% NEW $218.70 -5.9%
553 RAMP LIVERAMP HOLDINGS INC Technology 21,760.0 $819K 0.05% NEW $37.64 -0.0%
554 PEGA PEGASYSTEMS INC Technology 27,097.0 $812K 0.05% +19K +224.2% $29.97 +12.4%
555 SXI STANDEX INTERNATIONAL CORP Industrials 2,256.0 $807K 0.05% NEW $357.67 -14.9%
556 ERIE ERIE INDEMNITY COMPANY-CL A Financial Services 3,359.0 $805K 0.05% NEW $239.75 +12.3%
557 CRM SALESFORCE INC Technology 5,109.0 $800K 0.05% NEW $156.66 +34.8%
558 TNC TENNANT CO Industrials 9,087.0 $795K 0.05% NEW $87.54 -22.0%
559 HCI HCI GROUP INC Financial Services 4,496.0 $788K 0.05% NEW $175.25 +6.2%
560 HRB H&R BLOCK INC Consumer Cyclical 20,541.0 $782K 0.05% NEW $38.08 +43.0%
Page 28 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%