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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 35 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CRCL CIRCLE INTERNET GROUP INC Financial Services 6,629.0 $415K 0.03% -3K -33.9% $62.63 +41.0%
682 MYRG MYR GROUP INC/DELAWARE Industrials 828.0 $414K 0.03% NEW $500.40 -39.1%
683 FERG FERGUSON ENTERPRISES INC Industrials 1,745.0 $414K 0.03% -27K -93.8% $237.33 +2.4%
684 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 14,351.0 $412K 0.03% -41K -74.0% $28.72 -39.7%
685 AMR ALPHA METALLURGICAL RESOURCE Energy 2,462.0 $406K 0.03% -3K -50.7% $164.94 +29.4%
686 SATL SATELLOGIC INC-A Technology 70,622.0 $404K 0.03% NEW $5.72 -4.7%
687 AA ALCOA CORP Basic Materials 7,724.0 $403K 0.03% +3K +61.7% $52.14 -1.3%
688 CRY ARTIVION INC 17,896.0 $402K 0.03% NEW $22.47 -22.4%
689 DDOG DATADOG INC - CLASS A Technology 1,525.0 $397K 0.03% -5K -75.3% $260.36 -11.9%
690 NTRS NORTHERN TRUST CORP Financial Services 2,283.0 $397K 0.03% NEW $173.84 +6.8%
691 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 13,286.0 $395K 0.03% NEW $29.75 +18.5%
692 KODK EASTMAN KODAK CO Industrials 42,178.0 $390K 0.03% NEW $9.25 +4.3%
693 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,425.0 $388K 0.03% -32K -95.7% $271.95 -21.1%
694 LILAK LIBERTY LATIN AMERIC-CL C Communication Services 49,697.0 $387K 0.03% NEW $7.79 +9.4%
695 AVAH AVEANNA HEALTHCARE HOLDINGS Healthcare 44,963.0 $385K 0.03% +6K +15.5% $8.57 +59.7%
696 AMPL AMPLITUDE INC-CLASS A Technology 50,216.0 $384K 0.03% +15K +44.6% $7.65 +74.8%
697 ALLE ALLEGION PLC Industrials 2,721.0 $382K 0.03% -11K -79.7% $140.49 +17.9%
698 GRND GRINDR INC Technology 26,558.0 $382K 0.03% NEW $14.37 +9.9%
699 GXO GXO LOGISTICS INC Industrials 7,512.0 $381K 0.03% -26K -77.4% $50.70 -9.5%
700 CR CRANE CO Industrials 1,707.0 $381K 0.03% NEW $223.07 -6.1%
Page 35 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%