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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 670.0 $8K 0.01% $11.82 -3.3%
62 CURIS INC 10,001.0 $5K 0.00% -649K -98.5% $0.52
63 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 326.0 $4K 0.00% $11.06 -3.8%
64 PPLT ABRDN PLATINUM ETF TRUST Financial Services 240.0 $3K 0.00% +216.0 +900.0% $14.13 +18.5%
65 DC DAKOTA GOLD CORP Basic Materials 581.0 $2K 0.00% -68K -99.2% $4.26 +46.8%
66 NEW AMER ACQUISITION I CORP 172.0 $2K 0.00% $10.42
67 POWL POWELL INDS INC Industrials 1.0 $286.0 NEW $286.00 -32.7%
68 INMB INMUNE BIO INC Healthcare 100.0 $163.0 -183K -100.0% $1.63 +48.2%
69 LINEAGE CELL THERAPEUTICS IN 100.0 $131.0 NEW $1.31
70 CAPR CAPRICOR THERAPEUTICS INC Healthcare 1.0 $24.0 -14K -100.0% $24.00 -59.2%
71 TRVI TREVI THERAPEUTICS INC Healthcare 1.0 $19.0 NEW $19.00 -5.7%
72 HALL CHADWICK ACQUISITION CO 1.0 $10.0 NEW $10.00
73 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 1.0 $2.0 $2.00 -12.5%
Page 4 of 4  ·  73 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%