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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LINC LINCOLN EDL SVCS CORP Consumer Defensive 31,046.0 $1.5M 1.22% -28K -47.8% $49.90 -49.0%
2 TIZIANA LIFE SCIENCES LTD 1,162,000.0 $1.5M 1.17% -1.0M -46.3% $1.28
3 PROF PROFOUND MED CORP Healthcare 208,369.0 $1.4M 1.09% -32K -13.4% $6.65 +4.7%
4 TOI THE ONCOLOGY INSTITUTE INC Healthcare 163,570.0 $888K 0.70% -298K -64.6% $5.43 -5.5%
5 MAREX GROUP PLC 10,324.0 $629K 0.49% -10K -49.2% $60.95
6 MPC MARATHON PETE CORP Energy 2,264.0 $579K 0.46% -2K -45.5% $255.67 +42.8%
7 CGTX COGNITION THERAPEUTICS INC Healthcare 371,701.0 $427K 0.34% -59K -13.8% $1.15 -7.8%
8 PPC PILGRIMS PRIDE CORP Consumer Defensive 13,721.0 $386K 0.30% -18K -56.3% $28.11 +11.9%
9 CALM CAL MAINE FOODS INC Consumer Defensive 2,581.0 $208K 0.16% -12K -81.9% $80.56 -1.4%
10 TRAW TRAWS PHARMA INC Healthcare 80,574.0 $68K 0.05% -336K -80.7% $0.84 -28.9%
11 INVA INNOVIVA INC Healthcare 1,620.0 $37K 0.03% -121K -98.7% $22.71 -7.4%
12 AEM AGNICO EAGLE MINES LTD Basic Materials 165.0 $26K 0.02% -107.0 -39.3% $155.13 +38.8%
13 TVA TEXAS VENTURES ACQUISITION I Financial Services 805.0 $8K 0.01% -3K -80.0% $10.55 -0.1%
14 JBS N.V. 674.0 $8K 0.01% -21K -96.8% $11.85
15 CURIS INC 10,001.0 $5K 0.00% -649K -98.5% $0.52
16 DC DAKOTA GOLD CORP Basic Materials 581.0 $2K 0.00% -68K -99.2% $4.26 +46.8%
17 INMB INMUNE BIO INC Healthcare 100.0 $163.0 -183K -100.0% $1.63 +48.2%
18 CAPR CAPRICOR THERAPEUTICS INC Healthcare 1.0 $24.0 -14K -100.0% $24.00 -59.2%

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%