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DAUNTLESS INVESTMENT GROUP, LLC 13F portfolio summary

DAUNTLESS INVESTMENT GROUP, LLC of DAUNTLESS INVESTMENT GROUP, LLC has 73 current stock holdings with a reported portfolio value of $127.3M. The portfolio 1 year return is +21.86%. Top holdings include VLO (2.17%), JOE (1.78%), ESTA (1.73%), LINC (1.22%), COUR (0.99%).

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DAUNTLESS INVESTMENT GROUP, LLC

DAUNTLESS INVESTMENT GROUP, LLC
Latest filing: 2026-06-30

DAUNTLESS INVESTMENT GROUP, LLC runs DAUNTLESS INVESTMENT GROUP, LLC and currently holds 73 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $127.28M. Their top holdings are VLO, JOE, ESTA, LINC, COUR. The top five represent 7.9% of reported portfolio weight. DAUNTLESS INVESTMENT GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DAUNTLESS INVESTMENT GROUP, LLC initiated 9 new positions. They added to 7 existing positions. They trimmed 10 positions. Their current best-performing preview position is NAK with returns of +52.00%.

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Top 5 Holdings
VLO2.2%
JOE1.8%
ESTA1.7%
LINC1.2%
COUR1.0%
Top 5: 7.9%
Portfolio Returns
1 Year
+21.86%
#0/1000
3 Year
+23.30%
#0/1000
5 Year
+23.30%
#0/1000

Portfolio Value

$127.28M

Alpha Score

20.8

#0 of 1000

Holdings

73

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73 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VLO
VALERO ENERGY CORP
2.17%$260.44$348.81+33.93%
Added
+100.00%
JOE
ST JOE CO
1.78%$52.05$69.00+32.56%
Added
+12.14%
ESTA
ESTABLISHMENT LABS HLDGS INC
1.73%$81.07$72.67-10.36%
Added
+172.89%
LINC
LINCOLN EDL SVCS CORP
1.22%$20.54$25.72+25.22%
Trimmed
-47.77%
COUR
COURSERA INC
0.99%$5.89$6.01+1.95%
Added
+154.24%
UTI
UNIVERSAL TECHNICAL INST INC
0.94%$34.10$22.37-34.41%
Added
+91.96%
NOW
SERVICENOW INC
0.80%$99.28$128.49+29.42%
New Buy
PTCT
PTC THERAPEUTICS INC
0.65%$74.20$69.82-5.90%
Added
+21.90%
MRX
MAREX GROUP PLC
0.49%$38.36$72.99+90.28%
Trimmed
-49.20%
MPC
MARATHON PETE CORP
0.45%$162.63$360.81+121.86%
Trimmed
-45.52%

Showing 1-10 of 73