Holdings
Truffle Hound Capital, LLC
As of Jun 30, 2026, Truffle Hound Capital, LLC reported 42 positions worth US$131M. Largest: Eog Resources, Inc., Pagseguro Digital Ltd. and Cf Industries Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eog Resources, Inc. | 67,500 | US$8.76M | +27,500 | Jun 30, 2026 |
| Pagseguro Digital Ltd. | 750K | US$6.79M | no change | Jun 30, 2026 |
| Cf Industries Holdings, Inc. | 60,000 | US$6.5M | new | Jun 30, 2026 |
| Sm Energy Company | 240K | US$6.26M | no change | Jun 30, 2026 |
| Ecopetrol Sa | 430K | US$6.12M | −120K | Jun 30, 2026 |
| Banco Bradesco Sa | 1.5M | US$5.21M | −200K | Jun 30, 2026 |
| Grupo Aval Acciones Y Valores Sa | 1M | US$5.03M | −400K | Jun 30, 2026 |
| Stoneco Ltd. | 400K | US$4.34M | no change | Jun 30, 2026 |
| Pool Corporation | 20,000 | US$4.3M | new | Jun 30, 2026 |
| Legacy Education Inc. | 350K | US$4.12M | no change | Jun 30, 2026 |