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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 16 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OUNZ VANECK RUSSIA ETF Financial Services 10,000.0
Page 16 of 16  ·  301 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%