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Portfolio (Quarterly) Guide ↗

Dauntless Investment Group, LLC

· CIK 0002044285
13F Portfolio $151M AUM 69 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 14 Added 23 Reduced 31 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FXI CALL ISHARES TR 90,800.0 $3.3M 2.16% -17K -15.9% $35.90 -0.4%
2 JOE ST JOE CO Real Estate 32,253.0 $2.0M 1.34% -10K -24.5% $62.80 +2.1%
3 MPC MARATHON PETE CORP Energy 4,156.0 $1.0M 0.67% -2K -29.9% $244.18 +1.6%
4 MAREX GROUP PLC 20,322.0 $906K 0.60% -2K -7.6% $44.58
5 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 9,428.0 $535K 0.35% -3K -24.6% $56.78 +27.9%
6 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 14,581.0 $526K 0.35% -3K -18.6% $36.10 +10.7%
7 DOLE DOLE PLC Consumer Defensive 33,013.0 $472K 0.31% -28K -45.9% $14.29 +0.5%
8 XP XP INC Financial Services 20,176.0 $384K 0.25% -27K -56.8% $19.04 -11.7%
9 JBS N.V. 21,308.0 $383K 0.25% -60K -73.8% $17.96
10 CGTX COGNITION THERAPEUTICS INC Healthcare 431,000.0 $327K 0.22% -35K -7.5% $0.76 +63.3%
11 TALPHERA INC 435,234.0 $325K 0.21% -144K -24.9% $0.75
12 ACIU AC IMMUNE SA Healthcare 107,489.0 $296K 0.20% -8K -7.1% $2.75 +6.5%
13 INMB INMUNE BIO INC Healthcare 183,476.0 $207K 0.14% -121K -39.8% $1.13 +26.5%
14 MLP MAUI LD & PINEAPPLE INC Real Estate 5,397.0 $83K 0.06% -3K -32.4% $15.39 +11.1%
15 AEM AGNICO EAGLE MINES LTD Basic Materials 272.0 $55K 0.04% -48.0 -15.0% $202.98 -11.0%
16 TVA TEXAS VENTURES ACQUISITION I Financial Services 4,018.0 $42K 0.03% -35K -89.8% $10.39 +1.2%
17 RENATUS TACTICAL ACQUIS 1,813.0 $19K 0.01% -89K -98.0% $10.28
18 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 670.0 $7K 0.01% -19K -96.6% $10.83 +5.4%
19 OKYO PHARMA LTD 3,819.0 $6K 0.00% -468K -99.2% $1.61
20 AGRO ADECOAGRO S A Consumer Defensive 351.0 $5K 0.00% -170K -99.8% $15.02 -16.7%
Page 1 of 2  ·  23 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 61.4%
Consumer Defensive 20.9%
Real Estate 6.9%
Energy 5.7%
Financial Services 2.3%
Industrials 1.6%
Basic Materials 1.3%