Dauntless Investment Group, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Dauntless Investment Group, LLC maintained a portfolio of 92 distinct positions. The most significant new addition to the portfolio was VANECK ETF TRUST, which now represents 4.58% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 21.2%. Conversely, Dauntless Investment Group, LLC completely exited their position in APPLE INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
92
Quarter
2025 Q4
Top Holding
HYG (28.4%)
Top 10 Concentration
78.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 92
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
HYG
ISHARES TR
PUT
PUT Option 28.40% 18.39% #1
Prev: #1
8.5 77,700 21.2%
P
S
443,600 $35,767,468 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XBI
SPDR SERIES TRU...
PUT
PUT Option 24.73% 15.66% #2
Prev: #2
6.0 5,400 2.2%
P
S
255,400 $31,140,922 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
PUT
PUT Option 5.54% 1.94% #3 11
Prev: #14
6.2 20,800 125.3%
P
S
37,400 $6,975,100 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GDX
VANECK ETF TRUS...
PUT
PUT Option 4.58% #4
Prev: #—
5.8 67,200 no change
NEW
67,200 $5,763,744 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
CALL
CALL Option 3.28% 1.95% #5 8
Prev: #13
4.3 32,300 42.7%
P
S
108,000 $4,135,320 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASHR
DBX ETF TR
CALL
CALL Option 3.15% 0.96% #6 13
Prev: #19
4.3 74,100 159.4%
P
S
120,600 $3,961,710 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DE
DEERE & CO
PUT
PUT Option 2.66% 0.86% #7 15
Prev: #22
4.1 4,200 140.0%
P
S
7,200 $3,352,104 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JOE
ST JOE CO
Real Estate 2.01% 0.90% #8 12
Prev: #20
3.3 13,499 46.2%
P
S
42,714 $2,535,930 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
PUT
PUT Option 1.96% 0.53% #9 26
Prev: #35
3.8 3,600 189.5%
P
S
5,500 $2,473,460 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVNA
CARVANA CO
PUT
PUT Option 1.64% #10
Prev: #—
4.2 4,900 no change
NEW
4,900 $2,067,898 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
PUT
PUT Option 1.09% 5.19% #11 7
Prev: #4
0.4 -37,800 -83.1%
P
S
7,700 $1,368,675 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGRO
ADECOAGRO S A
Consumer Defensive 1.08% #12
Prev: #—
3.9 170,778 no change
NEW
170,778 $1,354,270 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LINC
LINCOLN EDL SVC...
Consumer Defensive 1.07% 0.82% #13 10
Prev: #23
1.4 no change no change
P
S
56,023 $1,352,955 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEON
AEON BIOPHARMA ...
Healthcare 1.05% 0.57% #14 15
Prev: #29
3.4 1,006,852 89.5%
P
S
2,131,852 $1,324,924 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TLSA
TIZIANA LIFE SC...
Healthcare 1.01% 3.69% #15 8
Prev: #7
0.4 -976,151 -35.7%
P
S
1,759,782 $1,270,566 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
PUT
PUT Option 0.96% 2.50% #16 5
Prev: #11
0.4 -12,400 -42.5%
P
S
16,800 $1,203,048 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JBS N.V.
Unknown 0.93% 1.31% #17
Prev: #17
0.4 -59,250 -42.2%
P
S
81,319 $1,172,620 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
RENATUS TACTICA...
Unknown 0.77% 0.49% #18 20
Prev: #38
2.8 18,090 25.0%
P
S
90,461 $965,219 13F Filing 2025-12-31 2026-02-14 (Est.)
MPC
MARATHON PETE C...
Energy 0.77% #19
Prev: #—
3.8 5,930 no change
NEW
5,930 $964,396 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EWY
ISHARES INC
ETF 0.73% 0.33% #20 22
Prev: #42
2.8 2,774 41.6%
P
S
9,449 $918,632 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOLE
DOLE PLC
Consumer Defensive 0.73% 0.50% #21 16
Prev: #37
0.8 1,776 3.0%
P
S
61,060 $915,289 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESTA
ESTABLISHMENT L...
Healthcare 0.72% #22
Prev: #—
3.8 12,495 no change
NEW
12,495 $910,636 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FEMY
FEMASYS INC
Healthcare 0.67% 0.38% #23 17
Prev: #40
3.3 4,199,347 242.4%
P
S
5,931,890 $849,499 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MRX
MAREX GROUP PLC
Financial Services 0.67% #24
Prev: #—
3.8 22,000 no change
NEW
22,000 $843,920 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PBF
PBF ENERGY INC
Energy 0.66% 0.55% #25 6
Prev: #31
2.3 1,556 5.3%
P
S
30,805 $835,432 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
PUT
PUT Option 0.00% 7.12%
Sold All 😨
(Was: #3)
0.0 -44,800 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLY
SELECT SECTOR S...
PUT
PUT Option 0.00% 4.55%
Sold All 😨
(Was: #5)
0.0 -30,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
PUT
PUT Option 0.00% 4.22%
Sold All 😨
(Was: #6)
0.0 -9,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KO
COCA COLA CO
PUT
PUT Option 0.00% 3.21%
Sold All 😨
(Was: #8)
0.0 -77,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MPC
MARATHON PETE C...
CALL
CALL Option 0.00% 2.34%
Sold All 😨
(Was: #12)
0.0 -19,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LCTX
LINEAGE CELL TH...
Healthcare 0.00% 1.71%
Sold All 😨
(Was: #15)
0.0 -1,614,100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
PUT
PUT Option 0.00% 1.59%
Sold All 😨
(Was: #16)
0.0 -11,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SBUX
STARBUCKS CORP
PUT
PUT Option 0.00% 1.31%
Sold All 😨
(Was: #18)
0.0 -24,800 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC
PUT
PUT Option 0.00% 0.87%
Sold All 😨
(Was: #21)
0.0 -12,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IONQ
IONQ INC
PUT
PUT Option 0.00% 0.76%
Sold All 😨
(Was: #24)
0.0 -19,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFRM
AFFIRM HLDGS IN...
PUT
PUT Option 0.00% 0.75%
Sold All 😨
(Was: #25)
0.0 -16,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
PUT
PUT Option 0.00% 0.72%
Sold All 😨
(Was: #26)
0.0 -4,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQX
EQUINOX GOLD CO...
Basic Materials 0.00% 0.61%
Sold All 😨
(Was: #27)
0.0 -86,306 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IAG
IAMGOLD CORP
Basic Materials 0.00% 0.57%
Sold All 😨
(Was: #30)
0.0 -70,325 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COYA
COYA THERAPEUTI...
Healthcare 0.00% 0.55%
Sold All 😨
(Was: #32)
0.0 -153,021 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NNI
NELNET INC
Financial Services 0.00% 0.48%
Sold All 😨
(Was: #39)
0.0 -6,125 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OPCH
OPTION CARE HEA...
Healthcare 0.00% 0.24%
Sold All 😨
(Was: #44)
0.0 -13,820 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AON
AON PLC
Financial Services 0.00% 0.23%
Sold All 😨
(Was: #46)
0.0 -1,010 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMS
HIMS & HERS HEA...
PUT
PUT Option 0.00% 0.22%
Sold All 😨
(Was: #48)
0.0 -6,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETNB
89BIO INC
Unknown 0.00% 0.18%
Sold All 😨
(Was: #50)
0.0 -20,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SIVR
ABRDN SILVER ET...
ETF 0.00% 0.12%
Sold All 😨
(Was: #52)
0.0 -4,338 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATAI
ATAI LIFE SCIEN...
Healthcare 0.00% 0.10%
Sold All 😨
(Was: #55)
0.0 -31,159 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TIC
ACUREN CORP
Industrials 0.00% 0.07%
Sold All 😨
(Was: #57)
0.0 -8,262 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MYNZ
MAINZ BIOMED N ...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #60)
0.0 -51,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MYO
MYOMO INC
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #61)
0.0 -55,485 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
YORKVILLE ACQUI...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #62)
0.0 -2,991 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 92 holdings

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