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Portfolio (Quarterly) Guide ↗

Daytona Street Capital LLC

· CIK 0002101936
13F Portfolio $130M AUM 302 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 45 Added 37 Reduced 34 Exited
Page 8 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RITM RITHM CAPITAL CORP REIT Real Estate 16,200.0 $154K 0.12% $9.52 -2.6%
142 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 776.0 $152K 0.12% NEW $195.41 -5.1%
143 PRMB PRIMO BRANDS CORP CLASS A Consumer Defensive 8,000.0 $151K 0.12% $18.85 +19.7%
144 OXM OXFORD BK CORP Consumer Cyclical 3,500.0 $147K 0.11% -2K -30.0% $42.01 -7.1%
145 INTT INTEST CORP Technology 10,000.0 $144K 0.11% -10K -50.0% $14.44 +21.2%
146 CRI CARTERS INC Consumer Cyclical 4,000.0 $143K 0.11% $35.81 +4.9%
147 VTS VITESSE ENERGY INC Energy 8,000.0 $143K 0.11% $17.86 +2.8%
148 AEE AMEREN CORP Utilities 1,266.0 $140K 0.11% -150.0 -10.6% $110.58 -0.7%
149 FCBC FIRST CMNTY BANKSHARES I Financial Services 3,295.0 $139K 0.11% $42.20 +0.4%
150 LNKB LINKBANCORP INC Financial Services 15,000.0 $127K 0.10% $8.45 +2.9%
151 COSO COASTALSOUTH BANCSHARES Financial Services 5,000.0 $125K 0.10% $24.91 +2.4%
152 PINS Pinterest Inc Class A Communication Services 6,715.0 $123K 0.10% NEW $18.34 +2.6%
153 F FORD MTR CO DEL Consumer Cyclical 10,500.0 $122K 0.09% -2K -18.1% $11.61 +17.8%
154 DOCS DOXIMITY INC Healthcare 5,167.0 $120K 0.09% +650.0 +14.4% $23.30 -16.8%
155 OPBK OP BANCORP Financial Services 8,681.0 $118K 0.09% $13.63 +4.0%
156 WEC WEC ENERGY GROUP INC Utilities 1,000.0 $116K 0.09% $116.13 -4.7%
157 MSBI MIDLAND STS BANCORP INC Financial Services 5,035.0 $116K 0.09% $23.00 +19.9%
158 XAIR BEYOND AIR INC Healthcare 156,850.0 $115K 0.09% NEW $0.73 -45.0%
159 AMERICAN COASTAL INS 10,000.0 $112K 0.09% $11.19
160 XOM EXXON MOBIL CORP Energy 658.0 $106K 0.08% -488.0 -42.6% $160.87 -2.9%
Page 8 of 16  ·  301 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
Financial Services 41.6%
Communication Services 19.3%
Consumer Cyclical 14.1%
Healthcare 7.6%
Industrials 7.5%
Technology 5.0%
Consumer Defensive 2.1%
Real Estate 1.0%
Utilities 0.7%
Energy 0.7%