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Portfolio (Quarterly) Guide ↗

Dauntless Investment Group, LLC

· CIK 0002044285
13F Portfolio $127M AUM 73 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 18 Added 18 Reduced 28 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WELL WELLTOWER INC Real Estate 619.0 $140K 0.11% NEW $226.97 +5.3%
22 APYX APYX MEDICAL CORPORATION Healthcare 30,249.0 $136K 0.11% NEW $4.49 -33.9%
23 BKD BROOKDALE SR LIVING INC Healthcare 4,571.0 $74K 0.06% NEW $16.09 -25.2%
24 JANUS LIVING INC 2,398.0 $69K 0.05% NEW $28.74
25 ERNA ERNEXA THERAPEUTICS INC Healthcare 6,000.0 $40K 0.03% NEW $6.65 -26.6%
26 GRUPO CIBEST SA 443.0 $35K 0.03% NEW $79.43
27 COLO GLOBAL X FDS 507.0 $21K 0.02% NEW $41.65 +17.8%
28 HSAI HESAI GROUP Consumer Cyclical 1,100.0 $20K 0.02% NEW $18.22 -4.0%
29 POWL POWELL INDS INC Industrials 1.0 $286.0 NEW $286.00 -32.7%
30 LINEAGE CELL THERAPEUTICS IN 100.0 $131.0 NEW $1.31
31 TRVI TREVI THERAPEUTICS INC Healthcare 1.0 $19.0 NEW $19.00 -5.2%
32 HALL CHADWICK ACQUISITION CO 1.0 $10.0 NEW $10.00
Page 2 of 2  ·  32 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
Healthcare 66.4%
Consumer Defensive 11.2%
Energy 8.1%
Real Estate 6.7%
Basic Materials 3.3%
Technology 2.5%
Industrials 1.4%
Financial Services 0.6%
Consumer Cyclical 0.0%