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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 KMX CARMAX INC Consumer Cyclical 3,500 $135K 0.10% SOLD
22 FISV FISERV INC Technology 2,000 $134K 0.10% SOLD
23 TTD THE TRADE DESK INC CLASS CLASS A Technology 3,500 $133K 0.10% SOLD
24 TWI TITAN INTL INC DEL Industrials 16,900 $132K 0.10% SOLD
25 LPL LG DISPLAY CO LTD FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS Technology 30,000 $126K 0.10% SOLD
26 OPRT OPORTUN FINL CORP Financial Services 20,000 $106K 0.08% SOLD
27 EPC EDGEWELL PERS CARE CO Consumer Defensive 6,000 $102K 0.08% SOLD
28 CITY OFFICE REIT INC REIT 10,760 $75K 0.06% SOLD
29 CHIMERA INV 9.7382 PCT PFDPFD SER B 3,000 $70K 0.05% SOLD
30 EEMS ISHARES TOTAL US STOCK MARKET ETF 400 $59K 0.05% SOLD
31 BANKFINL CORP 4,000 $48K 0.04% SOLD
32 FDP FRESH DEL MONTE PRODUC F Consumer Defensive 675 $24K 0.02% SOLD
33 ACN ACCENTURE PLC IRELAND FCLASS CLASS A Technology 64 $17K 0.01% SOLD
34 GTEC GREENLAND TECHNOLOGIES F Industrials 13,040 $8K 0.01% SOLD
Page 2 of 2  ·  34 positions
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%