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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 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HYG PUT ISHARES TR 443,600.0 $35.8M 28.40% NEW $80.63 -0.6%
2 XBI PUT SPDR SERIES TRUST 255,400.0 $31.1M 24.73% NEW $121.93 +9.4%
3 NVDA PUT NVIDIA CORPORATION Technology 37,400.0 $7.0M 5.54% NEW $186.50 +15.2%
4 GDX PUT VANECK ETF TRUST 67,200.0 $5.8M 4.58% NEW $85.77 +3.1%
5 FXI CALL ISHARES TR 108,000.0 $4.1M 3.28% NEW $38.29 -6.6%
6 ASHR CALL DBX ETF TR 120,600.0 $4.0M 3.15% NEW $32.85 +9.9%
7 DE PUT DEERE & CO Industrials 7,200.0 $3.4M 2.66% NEW $465.57 +13.6%
8 JOE ST JOE CO Real Estate 42,714.0 $2.5M 2.01% NEW $59.37 +8.1%
9 TSLA PUT TESLA INC Consumer Cyclical 5,500.0 $2.5M 1.96% NEW $449.72 -3.6%
10 CVNA PUT CARVANA CO Consumer Cyclical 4,900.0 $2.1M 1.64% NEW $422.02 -83.4%
11 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 7,700.0 $1.4M 1.09% NEW $177.75 -23.2%
12 AGRO ADECOAGRO S A Consumer Defensive 170,778.0 $1.4M 1.07% NEW $7.93 +57.8%
13 LINC LINCOLN EDL SVCS CORP Consumer Defensive 56,023.0 $1.4M 1.07% NEW $24.15 +102.7%
14 AEON AEON BIOPHARMA INC Healthcare 2,131,852.0 $1.3M 1.05% NEW $0.62 +23.9%
15 TIZIANA LIFE SCIENCES LTD 1,759,782.0 $1.3M 1.01% NEW $0.72
16 CRWV PUT COREWEAVE INC Technology 16,800.0 $1.2M 0.95% NEW $71.61 +47.9%
17 JBS N.V. 81,319.0 $1.2M 0.93% NEW $14.42
18 RENATUS TACTICAL ACQUIS 90,461.0 $965K 0.77% NEW $10.67
19 MPC MARATHON PETE CORP Energy 5,930.0 $964K 0.77% NEW $162.63 +52.5%
20 EWY ISHARES INC 9,449.0 $919K 0.73% NEW $97.22 +106.4%
Page 1 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%