Dark Forest Capital Management’s Lincoln Electric LECO Stock Holding History

Dark Forest Capital Management’s Portfolio LECO Stock Details LECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,612	Closed	-$2.3M	–	985
2025 Q4	$2.3M	Sell	9,612 -6,949	-42%	-$1.65M	0.11%	338
2025 Q3	$3.91M	Buy	16,561 +246	+2%	+$57.6K	0.15%	204
2025 Q2	$3.38M	Buy	16,315 +9,471	+138%	+$1.81M	0.13%	225
2025 Q1	$1.29M	Buy	6,844 +5,418	+380%	+$1.06M	0.06%	563
2024 Q4	$267K	Buy	+1,426	New	+$287K	0.04%	705
2024 Q1	–	Sell	-2,973	Closed	-$647K	–	737
2023 Q4	$647K	Sell	2,973 -1,287	-30%	-$248K	0.1%	181
2023 Q3	$774K	Buy	4,260 +2,066	+94%	+$395K	0.06%	521
2023 Q2	$436K	Sell	2,194 -2,463	-53%	-$429K	0.04%	680
2023 Q1	$787K	Buy	+4,657	New	+$768K	0.19%	112
2022 Q1	–	Sell	-712	Closed	-$99K	–	1550
2021 Q4	$99K	Buy	+712	New	+$99.2K	0.04%	350

Other funds holding LECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Dark Forest Capital Management's LECO Position: Q1 2026 in Review

Dark Forest Capital Management sold out of Lincoln Electric (LECO) in Q1 2026, closing a stake of 9,612 shares — an estimated $2.3M sold.

Dark Forest Capital Management first reported a position in LECO in Q4 2021 and held it in 10 quarters. The position peaked at $3.91M in Q3 2025. 690 funds tracked by Wall St. Rank hold LECO as of Q1 2026.

Dark Forest Capital Management reported no remaining Lincoln Electric position as of Q1 2026 after selling out during the quarter.
Dark Forest Capital Management sold 9,612 Lincoln Electric shares in Q1 2026, an estimated $2.3M.
Dark Forest Capital Management first reported a position in Lincoln Electric in Q4 2021 and held it in 10 quarters.
Dark Forest Capital Management's Lincoln Electric position peaked at $3.91M in Q3 2025.
690 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.