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


Currently, Kaufman Daniel Louis holds 1 types of securities in its portfolio with a total value $8.1M. In the most recent quarter, they have increased their positions in AUNA (+4.1M shares, valued at $17.3M).


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%
Stock Holdings
225.90%
Shares6.0M
Event2026-08-12
Filed2026-08-19

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available