Truffle Hound Capital, LLC
Truffle Hound Capital, LLC reported 52 holdings worth US$468M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Truffle Hound Capital, LLC reported 52 holdings worth US$468M as of Jun 30, 2026. Largest: Eog Resources, Inc., Pagseguro Digital Ltd. and Cf Industries Holdings, Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$468M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Eog Resources, Inc. | 67,500 | US$8.76M | 1.9% |
| Pagseguro Digital Ltd. | 750K | US$6.79M | 1.5% |
| Cf Industries Holdings, Inc. | 60,000 | US$6.5M | 1.4% |
| Sm Energy Company | 240K | US$6.26M | 1.3% |
| Ecopetrol Sa | 430K | US$6.12M | 1.3% |
| Banco Bradesco Sa | 1.5M | US$5.21M | 1.1% |
| Grupo Aval Acciones Y Valores Sa | 1M | US$5.03M | 1.1% |
| Stoneco Ltd. | 400K | US$4.34M | 0.93% |
| Pool Corporation | 20,000 | US$4.3M | 0.92% |
| Legacy Education Inc. | 350K | US$4.12M | 0.88% |
| Amrep Corporation | 160K | US$4.04M | 0.86% |
| Intuit Inc. | 15,000 | US$3.92M | 0.84% |
| Comstock Holding Companies, Inc. | 244K | US$3.91M | 0.84% |
| Op Bancorp | 260K | US$3.9M | 0.83% |
| Friedman Industries Inc. | 117K | US$3.75M | 0.80% |
| Alphabet Inc (google) Class C | 10,000 | US$3.57M | 0.76% |
| Ncs Multistage Holdings, Inc. | 80,000 | US$3.53M | 0.75% |
| Magyar Bancorp, Inc. | 200K | US$3.49M | 0.75% |
| Teleflex Incorporated | 25,000 | US$3.17M | 0.68% |
| Adobe Inc. | 14,000 | US$2.87M | 0.61% |
| Travelzoo | 244K | US$2.85M | 0.61% |
| Cdw Corporation | 20,000 | US$2.81M | 0.60% |
| Bassett Furniture Industries, Incorporated | 150K | US$2.66M | 0.57% |
| Vista Energy Sab De Cv Class A | 40,000 | US$2.55M | 0.55% |
| American Eagle Outfitters, Inc. | 140K | US$2.41M | 0.51% |
| Salesforce, Inc. | 15,000 | US$2.35M | 0.50% |
| Factset Research Systems Inc. | 10,000 | US$2.3M | 0.49% |
| Sb Financial Group, Inc. | 90,373 | US$2.28M | 0.49% |
| Hennessy Advisors, Inc. | 200K | US$2.03M | 0.43% |
| Union Bankshares, Inc. | 80,000 | US$1.94M | 0.41% |
| Dmc Global Inc. | 300K | US$1.74M | 0.37% |
| Ultralife Corporation | 250K | US$1.58M | 0.34% |
| Paypal Holdings, Inc. | 34,000 | US$1.47M | 0.31% |
| Auburn National Bancorporation, Inc. | 50,000 | US$1.35M | 0.29% |
| Heritage Global Inc. | 1.1M | US$1.33M | 0.28% |
| Getty Images Holdings, Inc. | 1.5M | US$1.29M | 0.28% |
| Infusystems Holdings, Inc. | 129K | US$1.24M | 0.27% |
| Arq, Inc. | 420K | US$1.07M | 0.23% |
| Hooker Furnishings Corporation | 58,996 | US$1.05M | 0.22% |
| Selectquote, Inc. | 1M | US$841K | 0.18% |
| Lifetime Brands, Inc. | 42,679 | US$364K | 0.08% |
| 1stdibs.com, Inc. | 21,083 | US$103K | 0.02% |
| Ring Energy, Inc. | 0 | US$0 | 0.00% |
| Smart Sand, Inc. | 0 | US$0 | 0.00% |
| Whirlpool Corporation | 0 | US$0 | 0.00% |
| Alto Ingredients, Inc. | 0 | US$0 | 0.00% |
| Amplify Energy Corp. | 0 | US$0 | 0.00% |
| Crescent Energy Company | 0 | US$0 | 0.00% |
| Douglas Elliman Inc. | 0 | US$0 | 0.00% |
| Granite Point Mortgage Trust Inc. | 0 | US$0 | 0.00% |
| Perma-pipe International Holdings, Inc. | 0 | US$0 | 0.00% |
| Pinterest, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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