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Portfolio (Quarterly) Guide ↗

Dauntless Investment Group, LLC

· CIK 0002044285
13F Portfolio $126M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 880.0 $2K 0.00% NEW $1.97 +9.4%
62 BAK BRASKEM S A Basic Materials 312.0 $920.0 0.00% NEW $2.95 +51.9%
63 KGC KINROSS GOLD CORP Basic Materials 10.0 $282.0 NEW $28.20 +2.0%
64 VENTYX BIOSCIENCES INC 1.0 $9.0 NEW $9.00
65 CRVO CERVOMED INC Healthcare 1.0 $8.0 NEW $8.00 -61.3%
66 KZIA KAZIA THERAPEUTICS LTD Healthcare 1.0 $7.0 NEW $7.00 +74.2%
67 BBIO BRIDGEBIO PHARMA INC Healthcare NEW
68 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare NEW
69 AXSM AXSOME THERAPEUTICS INC Healthcare NEW
70 VGSH VANGUARD SCOTTSDALE FDS NEW
71 KRYS KRYSTAL BIOTECH INC Healthcare NEW
Page 4 of 4  ·  71 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 35.5%
Consumer Defensive 22.2%
Real Estate 14.2%
Energy 13.2%
Financial Services 9.7%
Basic Materials 3.4%
Technology 1.8%