Dauntless Investment Group, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Dauntless Investment Group, Llc disclosed 48 stock positions valued at approximately $57.68M as of quarter-end June 30, 2026. The largest holdings include VALERO ENERGY CORP, ST JOE CO, and ADAGENE INC.

Report Period
June 30, 2026
No. of Stocks
48
Portfolio Value
$57.68M
Holdings by Sector
Dauntless Investment Group, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VALERO ENERGY CORPVLOEnergy4.80%10,620+6,448+154.55%$2,765,873
ST JOE COJOEReal Estate3.93%36,167+3,914+12.14%$2,265,139
ADAGENE INCADAGHealthcare3.91%537,230+502,455+1444.87%$2,256,366
ESTABLISHMENT LABS HLDGS INCESTAOther3.83%25,728+16,300+172.89%$2,207,720
IRSA INVERSIONES Y REP S AIRSReal Estate3.39%126,542+126,542+100.00%$1,953,808
LINCOLN EDL SVCS CORPLINCConsumer Defensive2.69%31,046-28,393-47.77%$1,549,195
TIZIANA LIFE SCIENCES LTDTLSAOther2.58%1,162,000-1,003,231-46.33%$1,487,360
PROFOUND MED CORPPROFHealthcare2.40%208,369-32,370-13.45%$1,385,654
ARMATA PHARMACEUTICALS INCARMPHealthcare2.29%203,891+113,311+125.09%$1,321,214
LOMA NEGRA CORPLOMABasic Materials2.29%115,186+115,186+100.00%$1,318,880
COURSERA INCCOURConsumer Defensive2.19%224,171+135,999+154.24%$1,264,324
UNIVERSAL TECHNICAL INST INCUTIConsumer Defensive2.08%27,990+13,409+91.96%$1,197,132
SERVICENOW INCNOWTechnology1.76%10,200+10,200+100.00%$1,012,656
CRESUD S A C I F Y ACRESYIndustrials1.56%80,186+80,186+100.00%$898,885
THE ONCOLOGY INSTITUTE INCTOIHealthcare1.54%163,570-298,487-64.60%$888,185
PTC THERAPEUTICS INCPTCTHealthcare1.44%10,193+1,831+21.90%$831,443
TALPHERA INCTLPHHealthcare1.33%746,051+310,817+71.41%$768,433
MAREX GROUP PLCMRXOther1.09%10,324-9,998-49.20%$629,248
MARATHON PETE CORPMPCEnergy1.00%2,264-1,892-45.52%$578,837
UPWORK INCUPWKCommunication Services0.98%67,680+67,680+100.00%$565,805
NEURONETICS INCSTIMHealthcare0.83%369,187+99,979+37.14%$479,943
COGNITION THERAPEUTICS INCCGTXHealthcare0.74%371,701-59,299-13.76%$427,456
PILGRIMS PRIDE CORPPPCConsumer Defensive0.67%13,721-17,663-56.28%$385,697
MAUI LD & PINEAPPLE INCMLPReal Estate0.60%19,362+13,965+258.75%$344,256
AIRSCULPT TECHNOLOGIES INCAIRSHealthcare0.53%67,360+67,359+6735900.00%$303,120
GRUPO FINANCIERO GALICIA S AGGALFinancial Services0.37%4,220+4,220+100.00%$211,127
CAL MAINE FOODS INCCALMConsumer Defensive0.36%2,581-11,646-81.86%$207,925
SONIDA SENIOR LIVING INCSNDAHealthcare0.25%3,521+3,521+100.00%$143,657
WELLTOWER INCWELLReal Estate0.24%619+619+100.00%$140,494
APYX MEDICAL CORPORATIONAPYXHealthcare0.24%30,249+30,249+100.00%$135,818
Showing 30 of 48 holdings in the latest reporting period.
Dauntless Investment Group, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026IWMiShares Russell 2000 ETFPUT120,000$36,054,000
Q2 2026QQQInvesco QQQ Trust, Series 1PUT16,300$12,003,320
Q2 2026EAElectronic Arts Inc.PUT46,000$9,431,840
Q2 2026SMHVanEck Semiconductor ETFPUT7,100$4,656,819
Q2 2026XBISPDR Series Trust SPDR S&P BioPUT20,000$3,165,000
Q2 2026GOOGAlphabet Inc.CALL3,500$1,236,655
Q2 2026AMZNAmazon.com, Inc.CALL4,400$1,048,696
Q2 2026MSFTMicrosoft CorporationCALL2,800$1,044,456
Q2 2026METAMeta Platforms, Inc.CALL1,700$957,593
Showing 9 of 9 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.