Daytona Street Capital
$137M 13F equity value
341 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Daytona Street Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOG | ALPHABET INC CLASS CLASS C | 14,829 | $5M | 3.8% |
| AMZN | AMAZON.COM INC | 20,374 | $5M | 3.6% |
| CFBK | CF BANKSHARES INC | 151,386 | $5M | 3.5% |
| ALK | ALASKA AIR GROUP INC | 90,740 | $4M | 3.3% |
| JPM | JPMORGAN CHASE & CO | 11,203 | $4M | 2.8% |
| NFLX | NETFLIX INC | 50,945 | $4M | 2.7% |
| ALLY | ALLY FINL INC | 80,464 | $4M | 2.7% |
| META | META PLATFORMS INC CLASS A | 5,282 | $4M | 2.6% |
| CVS | CVS HEALTH CORP | 33,292 | $3M | 2.5% |
| CNC | CENTENE CORP DEL | 51,516 | $3M | 2.5% |
Track Daytona Street Capital's 13F portfolio: $137M in reported holdings, 341 positions. Top holdings and quarterly changes on SentiSense.
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