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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 9 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBSH COMMERCE BANCSHARES INC Financial Services 51,675.0 $3.0M 0.19% NEW $57.75 +1.1%
162 NMRK NEWMARK GROUP INC-CLASS A Real Estate 197,358.0 $3.0M 0.19% +96K +95.3% $15.11 +7.3%
163 CVS CVS HEALTH CORP Healthcare 28,809.0 $3.0M 0.19% NEW $103.45 -10.1%
164 C CITIGROUP INC Financial Services 21,243.0 $3.0M 0.19% +10K +96.8% $139.96 -5.9%
165 ANET ARISTA NETWORKS INC Technology 17,422.0 $3.0M 0.19% -4K -17.2% $169.88 +11.0%
166 CHE CHEMED CORP Healthcare 6,310.0 $2.9M 0.19% -380.0 -5.7% $465.74 +16.1%
167 GTX GARRETT MOTION INC Consumer Cyclical 79,918.0 $2.9M 0.19% -99K -55.3% $36.23 -26.5%
168 CHH CHOICE HOTELS INTL INC Consumer Cyclical 26,021.0 $2.9M 0.18% +19K +276.7% $110.27 -0.6%
169 TAP MOLSON COORS BEVERAGE CO - B Consumer Defensive 73,527.0 $2.9M 0.18% +58K +380.1% $38.96 +10.2%
170 LSCC LATTICE SEMICONDUCTOR CORP Technology 18,711.0 $2.9M 0.18% NEW $152.96 -23.1%
171 DHT DHT HOLDINGS INC Energy 173,032.0 $2.9M 0.18% +152K +737.9% $16.53 +19.9%
172 MCY MERCURY GENERAL CORP Financial Services 26,743.0 $2.9M 0.18% +21K +346.4% $106.62 -0.9%
173 BKV BKV CORPORATION Energy 104,139.0 $2.8M 0.18% +64K +157.8% $27.36 -11.5%
174 FIGS FIGS INC-CLASS A Consumer Cyclical 277,638.0 $2.8M 0.18% +162K +139.6% $10.23 +43.5%
175 CARNIVAL CORP LTD 98,962.0 $2.8M 0.18% NEW $28.57
176 HEI HEICO CORP Industrials 7,925.0 $2.8M 0.18% +4K +122.2% $356.19 -0.3%
177 HAL HALLIBURTON CO Energy 83,103.0 $2.8M 0.18% NEW $33.95 +4.1%
178 WAL WESTERN ALLIANCE BANCORP Financial Services 34,179.0 $2.8M 0.18% +21K +161.1% $82.20 -3.1%
179 FIG FIGMA INC-CL A Technology 154,304.0 $2.8M 0.18% NEW $18.09 +49.8%
180 SEI SOLARIS ENERGY INFRASTRUCTUR Energy 34,686.0 $2.8M 0.18% +23K +201.7% $80.46 -33.8%
Page 9 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%