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Portfolio (Quarterly) Guide ↗

DKRT Investments Corp.

· CIK 0002080627
13F Portfolio $395M AUM 48 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 7 Added 3 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CNI CANADIAN NATL RY CO Industrials 58,700.0 $6.0M 1.53% -59K -50.0% $102.77 +13.3%
2 UNP UNION PAC CORP Industrials 24,700.0 $6.0M 1.52% -25K -50.1% $242.62 +11.7%
3 DIS DISNEY WALT CO Communication Services 20,000.0 $1.9M 0.49% -10K -33.3% $96.38 +7.2%

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 37.5%
Financial Services 29.2%
Industrials 23.3%
Consumer Cyclical 4.1%
Communication Services 1.8%
Consumer Defensive 1.4%
Basic Materials 1.1%
Utilities 0.7%
Energy 0.6%
Technology 0.1%