The Analysis of Kaufman Daniel Louis's Holdings & P&L

Currently, Kaufman Daniel Louis holds 4 types of securities in its portfolio with a total value $157.0M. In the most recent quarter, they have increased their positions in IAUX (+51.8M shares, valued at $77.7M), HROW (+1.9M shares, valued at $67.8M), ARQ (+2.2M shares, valued at $3.9M); decreased their positions in DCTH (-1.1M shares, valued at $10.4M); initiated new positions in IAUX (+51.8M shares, valued at $77.7M), HROW (+1.9M shares, valued at $67.8M), ARQ (+2.2M shares, valued at $3.9M).

1M P&L

+41.4M+26.00%

3M P&L

-10.5M-4.98%

HY P&L

+24.5M+13.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Gold77.7M

47.9%

2Drug Manufacturers - Specialty & Generic67.8M

41.8%

3Medical Devices12.7M

7.9%

Top Industries by Stock Count

1Gold1 stocks

25.0%

2Drug Manufacturers - Specialty & Generic1 stocks

25.0%

3Pollution & Treatment Controls1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IAUX 51.8M sharesnew addition2025-12-312026-01-12

HROW 1.9M sharesnew addition2026-03-102026-03-11

DCTH 1.8M shares-37.91%2026-05-222026-05-29

ARQ 2.2M sharesnew addition2026-03-112026-03-12

IAUX

New

Shares51.8M

Event2025-12-31

Filed2026-01-12

HROW

New

Shares1.9M

Event2026-03-10

Filed2026-03-11

DCTH

-37.91%

Shares1.8M

Event2026-05-22

Filed2026-05-29

ARQ

New

Shares2.2M

Event2026-03-11

Filed2026-03-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available