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Dauntless Investment Group, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$23M
-9.2%
Holdings
60
-10
New Purchases
23
Added To
13
Closed
12
Reduced
9
Top 10 Concentration
52.9%
Turnover
58.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGRO 5.93% 0.00% +5.93% $1M
JOE 11.10% 5.75% +5.36% $3M
MPC 4.22% 0.00% +4.22% $964K
ESTA 3.99% 0.00% +3.99% $911K
CGTX 2.75% 0.00% +2.75% $629K
PROF 2.60% 0.00% +2.60% $595K
ALB 2.56% 0.00% +2.56% $584K
TLPH 2.89% 0.36% +2.54% $660K
UNCY 2.26% 0.00% +2.26% $516K
AEON 5.80% 3.62% +2.18% $1M
INMB 2.08% 0.00% +2.08% $476K
UTI 2.05% 0.00% +2.05% $468K
NWAX-UN 1.92% 0.00% +1.92% $438K
EWY 4.02% 2.13% +1.90% $919K
XP 3.35% 1.50% +1.85% $764K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AEM 0.24% 17.51% -17.27% $54K
LCTX 0.00% 10.85% -10.85% $0
EQX 0.00% 3.85% -3.85% $0
IAG 0.00% 3.62% -3.62% $0
COYA 0.00% 3.47% -3.47% $0
KZIA 0.00% 3.39% -3.39% $7
NNI 0.00% 3.05% -3.05% $0
COUR 0.41% 3.24% -2.83% $93K
OPCH 0.00% 1.53% -1.53% $0
AON 0.00% 1.43% -1.43% $0
PPLT 0.56% 1.96% -1.40% $128K
BDX 0.05% 1.38% -1.33% $11K
ETNB 0.00% 1.17% -1.17% $0
ICCC 1.07% 2.17% -1.10% $244K
SIVR 0.00% 0.77% -0.77% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $292K 1.3%
Large Cap 9 $4M 15.8%
Mid Cap 15 $8M 33.6%
Small Cap 18 $5M 20.7%
Micro Cap 17 $7M 28.6%

Portfolio Analytics

Avg Market Cap
$12.7B
Median Market Cap
$1.5B
Avg P/E
21.8
Median P/E
16.1
Avg Dividend Yield
0.01%
Avg Beta
0.90
# Stocks
53
# ETFs / Funds
7

Top Holdings (60 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JOE 11.10% 42,714 $3M $59.37 $1M +13,499 +46.2%
2 AGRO 5.93% 170,778 $1M $7.93 +170,778 NEW
3 LINC 5.92% 56,023 $1M $24.15 $36K
4 AEON 5.80% 2,131,852 $1M $0.62 $415K +1,006,852 +89.5%
5 RTACU 4.23% 90,461 $965K $10.67 $176K +18,090 +25.0%
6 MPC 4.22% 5,930 $964K $162.63 +5,930 NEW
7 EWY 4.02% 9,449 $919K $97.22 $384K +2,774 +41.6%
8 DOLE 4.01% 61,060 $915K $14.99 $119K +1,776 +3.0%
9 ESTA 3.99% 12,495 $911K $72.88 +12,495 NEW
10 FEMY 3.72% 5,931,890 $849K $0.14 $239K +4,199,347 +242.4%
11 PBF 3.66% 30,805 $835K $27.12 -$47K +1,556 +5.3%
12 XP 3.35% 46,696 $764K $16.37 $387K +26,626 +132.7%
13 VLO 2.97% 4,172 $679K $162.79 -$246K -1,262 -23.2%
14 TLPH 2.89% 579,320 $660K $1.14 $571K +479,320 +479.3%
15 CGTX 2.75% 466,000 $629K $1.35 +466,000 NEW
16 PROF 2.60% 75,577 $595K $7.87 +75,577 NEW
17 ALB 2.56% 4,132 $584K $141.44 +4,132 NEW
18 UNCY 2.26% 89,415 $516K $5.77 +89,415 NEW
19 INMB 2.08% 304,922 $476K $1.56 +304,922 NEW
20 UTI 2.05% 17,922 $468K $26.13 +17,922 NEW
21 NWAX-UN 1.92% 42,093 $438K $10.41 +42,093 NEW
22 TVA 1.84% 39,378 $419K $10.65 $229K +21,562 +121.0%
23 BBJP 1.78% 6,162 $406K $65.91 $297K +4,512 +273.4%
24 ACIU 1.59% 115,677 $363K $3.14 +115,677 NEW
25 PTCT 1.58% 4,762 $362K $75.96 +4,762 NEW
26 NRDY 1.51% 332,141 $345K $1.04 +332,141 NEW
27 EWT 1.36% 4,905 $312K $63.53 $13K +205 +4.4%
28 MUFG 1.28% 18,413 $292K $15.86 -$1K
29 IOBT 1.20% 451,641 $275K $0.61 +451,641 NEW
30 ICCC 1.07% 39,633 $244K $6.15 -$301K -47,488 -54.5%
31 AEXA 0.98% 19,704 $224K $11.39 +19,704 NEW
32 STIM 0.97% 160,927 $222K $1.38 +160,927 NEW
33 MLP 0.59% 7,982 $135K $16.94 -$149 +720 +9.9%
34 PPLT 0.56% 687 $128K $186.43 -$365K -2,762 -80.1%
35 INVA 0.48% 5,539 $111K $19.99 +5,539 NEW
36 COUR 0.41% 12,602 $93K $7.36 -$722K -56,983 -81.9%
37 AEM 0.24% 320 $54K $169.53 -$4M -25,800 -98.8%
38 ARMP 0.17% 6,131 $39K $6.28 +6,131 NEW
39 GXC 0.14% 336 $33K $96.81 -$142K -1,323 -79.8%
40 ACON 0.11% 5,422 $25K $4.60 +5,422 NEW
41 BDX 0.05% 58 $11K $194.07 -$337K -1,802 -96.9%
42 DSL 0.02% 326 $4K $11.27 -$329
43 NAK 0.01% 880 $2K $1.97 -$9K -7,862 -89.9%
44 BAK —% 312 $920 $2.95 +312 NEW
45 KGC —% 10 $282 $28.20 +10 NEW
46 VTYX —% 1 $9 $9.00 +1 NEW
47 CRVO —% 1 $8 $8.00 +1 NEW
48 KZIA —% 1 $7 $7.00 -$852K -118,138 -100.0%
49 NNI —% -$768K -6,125 -100.0% SOLD
50 SIVR —% -$193K -4,338 -100.0% SOLD
51 LCTX —% -$3M -1,614,100 -100.0% SOLD
52 ETNB —% -$294K -20,000 -100.0% SOLD
53 ATAI —% -$165K -31,159 -100.0% SOLD
54 MYO —% -$49K -55,485 -100.0% SOLD
55 COYA —% -$872K -153,021 -100.0% SOLD
56 AON —% -$360K -1,010 -100.0% SOLD
57 TIC —% -$110K -8,262 -100.0% SOLD
58 EQX —% -$968K -86,306 -100.0% SOLD
59 OPCH —% -$384K -13,820 -100.0% SOLD
60 IAG —% -$909K -70,325 -100.0% SOLD

Options Breakdown

5 Calls $9M Call Value 20 Puts $90M Put Value 10.44 P/C Ratio

Top Calls

SymbolSharesValueStatus
FXI 108,000 $4M
ASHR 120,600 $4M
KWEB 15,400 $524K
ATYR 14,000 $11K
MPC $0 SOLD

Top Puts

SymbolSharesValueStatus
HYG 443,600 $36M
XBI 255,400 $31M
NVDA 37,400 $7M
GDX 67,200 $6M NEW
DE 7,200 $3M
TSLA 5,500 $2M
CVNA 4,900 $2M NEW
PLTR 7,700 $1M
CRWV 16,800 $1M
KO $0 SOLD

New Positions

SymbolValue% Port
AGRO $1M 5.93%
MPC $964K 4.22%
ESTA $911K 3.99%
CGTX $629K 2.75%
PROF $595K 2.60%
ALB $584K 2.56%
UNCY $516K 2.26%
INMB $476K 2.08%
UTI $468K 2.05%
NWAX-UN $438K 1.92%
ACIU $363K 1.59%
PTCT $362K 1.58%
NRDY $345K 1.51%
IOBT $275K 1.20%
AEXA $224K 0.98%

Sold Out Positions

SymbolValue% Port
AON —%
NNI —%
IAG —%
TIC —%
COYA —%
ATAI —%
EQX —%
OPCH —%
LCTX —%
SIVR —%
MYO —%
ETNB —%
View SEC EDGAR Filings for Dauntless Investment Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms