Truffle Hound Capital, LLC
Net buyer this quarter
$468M
45
+$413K
13.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KSPI | $9.53M | 2.04% | 0.06% | Not reported | Q4 2024 |
 EOG | $8.76M | 1.87% | 0.01% | +68.8% | Q1 2026 |
 PAGS | $6.79M | 1.45% | 0.29% | Not reported | Q4 2024 |
 CF | $6.5M | 1.39% | 0.04% | New | Q2 2026 |
 SM | $6.26M | 1.34% | 0.10% | Not reported | Q1 2026 |
 EC | $6.12M | 1.31% | 0.00% | -21.8% | Q1 2025 |
 BBD | $5.21M | 1.11% | 0.05% | -11.8% | Q1 2025 |
 AVAL | $5.03M | 1.08% | 14285714.29% | -28.6% | Q4 2024 |
 SLB | $4.42M | 0.94% | 0.01% | Not reported | Q2 2025 |
 STNE | $4.34M | 0.93% | Not reported | Not reported | Q4 2024 |
 POOL | $4.3M | 0.92% | 0.06% | New | Q2 2026 |
 LGCY | $4.12M | 0.88% | 2.77% | Not reported | Q2 2025 |
 AXR | $4.04M | 0.86% | 3.02% | Not reported | Q4 2024 |
 INTU | $3.92M | 0.84% | 0.01% | New | Q2 2026 |
 CHCI | $3.91M | 0.84% | 2.95% | -30.2% | Q2 2025 |
 OPBK | $3.9M | 0.83% | 1.74% | -35.0% | Q4 2024 |
 FRD | $3.75M | 0.80% | 1.64% | -22.3% | Q1 2025 |
 GOOGL | $3.57M | 0.76% | 0.00% | -33.3% | Q4 2024 |
| NCSM | $3.53M | 0.75% | 3.05% | Not reported | Q4 2025 |
 MGYR | $3.49M | 0.75% | 3.10% | Not reported | Q2 2025 |
 TFX | $3.17M | 0.68% | 0.06% | -21.9% | Q1 2026 |
 ADBE | $2.87M | 0.61% | 0.00% | -12.5% | Q2 2025 |
 TZOO | $2.85M | 0.61% | 2.39% | Not reported | Q4 2024 |
 CDW | $2.81M | 0.60% | 0.02% | New | Q2 2026 |
 BSET | $2.66M | 0.57% | 1.73% | Not reported | Q4 2024 |
 VIST | $2.55M | 0.55% | 0.04% | Not reported | Q4 2024 |
 AEO | $2.41M | 0.51% | 0.08% | Not reported | Q3 2025 |
 CRM | $2.35M | 0.50% | 0.00% | New | Q2 2026 |
 FDS | $2.3M | 0.49% | 0.03% | New | Q2 2026 |
 SBFG | $2.28M | 0.49% | 1.44% | New | Q2 2026 |
 HNNA | $2.03M | 0.43% | 2.53% | Not reported | Q2 2025 |
 UNB | $1.94M | 0.41% | 1.73% | New | Q2 2026 |
 BOOM | $1.74M | 0.37% | 1.47% | New | Q2 2026 |
 ULBI | $1.58M | 0.34% | 1.50% | Not reported | Q2 2025 |
 PYPL | $1.47M | 0.31% | 0.00% | Not reported | Q4 2024 |
 AUBN | $1.35M | 0.29% | 1.43% | Not reported | Q2 2025 |
 HGBL | $1.33M | 0.28% | 3.18% | Not reported | Q4 2024 |
 GETY | $1.29M | 0.28% | 0.36% | New | Q2 2026 |
 INFU | $1.24M | 0.27% | 0.65% | -44.1% | Q2 2025 |
 ARQ | $1.07M | 0.23% | 0.98% | New | Q2 2026 |
 HOFT | $1.05M | 0.22% | 0.55% | Not reported | Q2 2025 |
 ICLR | $1.04M | 0.22% | 0.01% | -75.0% | Q1 2026 |
 SLQT | $841K | 0.18% | 0.57% | New | Q2 2026 |
 LCUT | $364K | 0.08% | 0.19% | -78.7% | Q2 2025 |
 DIBS | $103K | 0.02% | 0.06% | -88.3% | Q2 2025 |
| Q1 2026 | |||||
| EC | $8.24M | 2.14% | 0.00% | Not reported | Q1 2025 |
| KSPI | $8.15M | 2.11% | 0.06% | +29.4% | Q4 2024 |
 AMPY | $7.8M | 2.02% | 3.03% | Not reported | Q2 2025 |
| PAGS | $7.52M | 1.95% | 0.29% | -16.7% | Q4 2024 |
| SM | $7.48M | 1.94% | 0.10% | New | Q1 2026 |
| CHCI | $6.63M | 1.72% | 4.22% | Not reported | Q2 2025 |
| BBD | $6.21M | 1.61% | 0.06% | Not reported | Q1 2025 |
| AVAL | $6.16M | 1.60% | 20000000.00% | -17.7% | Q4 2024 |
| EOG | $5.78M | 1.50% | 0.01% | New | Q1 2026 |
| STNE | $5.65M | 1.46% | Not reported | Not reported | Q4 2024 |
| OPBK | $5.32M | 1.38% | 2.69% | Not reported | Q4 2024 |
| NCSM | $4.95M | 1.28% | 3.05% | +116.1% | Q4 2025 |
| SLB | $4.88M | 1.26% | 0.01% | -32.1% | Q2 2025 |
| AXR | $4.5M | 1.17% | 3.02% | +6.7% | Q4 2024 |
| LGCY | $4.38M | 1.14% | 2.77% | +75.0% | Q2 2025 |
| GOOGL | $4.31M | 1.12% | 0.00% | Not reported | Q4 2024 |
| ADBE | $3.89M | 1.01% | 0.00% | +100.0% | Q2 2025 |
| TFX | $3.83M | 0.99% | 0.07% | New | Q1 2026 |
| MGYR | $3.46M | 0.90% | 3.09% | Not reported | Q2 2025 |
 REI | $3.06M | 0.79% | 0.96% | New | Q1 2026 |
| VIST | $3.02M | 0.78% | 0.04% | Not reported | Q4 2024 |
 CRGY | $2.7M | 0.70% | 0.06% | New | Q1 2026 |
 WHR | $2.7M | 0.70% | 0.08% | +25.0% | Q4 2024 |
| FRD | $2.66M | 0.69% | 2.11% | Not reported | Q1 2025 |
| ICLR | $2.66M | 0.69% | 0.03% | New | Q1 2026 |
| AEO | $2.34M | 0.61% | 0.08% | -22.2% | Q3 2025 |
 SND | $2.25M | 0.58% | 1.12% | +100.0% | Q4 2025 |
| INFU | $2.12M | 0.55% | 1.14% | Not reported | Q2 2025 |
| BSET | $2.12M | 0.55% | 1.73% | Not reported | Q4 2024 |
| HNNA | $1.95M | 0.51% | 2.53% | +25.0% | Q2 2025 |
| ULBI | $1.63M | 0.42% | 1.50% | Not reported | Q2 2025 |
| PYPL | $1.54M | 0.40% | 0.00% | Not reported | Q4 2024 |
| HGBL | $1.5M | 0.39% | 3.17% | Not reported | Q4 2024 |
 PINS | $1.47M | 0.38% | 0.06% | New | Q1 2026 |
 PPIH | $1.22M | 0.32% | 0.50% | Not reported | Q2 2025 |
| AUBN | $1.19M | 0.31% | 1.43% | Not reported | Q2 2025 |
| LCUT | $1.15M | 0.30% | 0.88% | Not reported | Q2 2025 |
 ALTO | $1.14M | 0.29% | 0.30% | -21.7% | Q4 2025 |
| DIBS | $990K | 0.26% | 0.51% | -55.0% | Q2 2025 |
| HOFT | $760K | 0.20% | 0.55% | Not reported | Q2 2025 |
 DOUG | $741K | 0.19% | 0.51% | -62.3% | Q4 2024 |
 GPMT | $531K | 0.14% | 0.76% | -8.4% | Q2 2025 |
| Q4 2025 | |||||
 CIB | $11.4M | 2.98% | 0.04% | -21.7% | Q2 2025 |
| PAGS | $8.68M | 2.26% | 0.34% | +20.0% | Q4 2024 |
| AVAL | $6.89M | 1.79% | 24285714.29% | Not reported | Q4 2024 |
| KSPI | $6.64M | 1.73% | 0.04% | Not reported | Q4 2024 |
 FAX | $6.14M | 1.60% | Not reported | -33.3% | Q4 2024 |
| STNE | $5.92M | 1.54% | Not reported | Not reported | Q4 2024 |
| AMPY | $5.71M | 1.49% | 3.07% | +56.3% | Q2 2025 |
| BBD | $5.66M | 1.47% | 0.06% | Not reported | Q1 2025 |
| OPBK | $5.65M | 1.47% | 2.69% | Not reported | Q4 2024 |
 PFLT | $5.56M | 1.45% | 0.60% | New | Q4 2025 |
| EC | $5.51M | 1.44% | 0.00% | Not reported | Q1 2025 |
| SLB | $5.37M | 1.40% | 0.01% | Not reported | Q2 2025 |
| MSDL | $5.27M | 1.37% | 0.37% | New | Q4 2025 |
 NMFC | $5.07M | 1.32% | 0.54% | New | Q4 2025 |
| AEO | $4.75M | 1.24% | 0.11% | -10.0% | Q3 2025 |
| GOOGL | $4.7M | 1.22% | 0.00% | -40.0% | Q4 2024 |
| CHCI | $4.07M | 1.06% | 4.22% | +34.0% | Q2 2025 |
| GIFI | $3.84M | 1.00% | 2.01% | +28.4% | Q2 2025 |
 BCH | $3.8M | 0.99% | 0.00% | -33.3% | Q4 2024 |
| MGYR | $3.46M | 0.90% | 3.09% | +23.1% | Q2 2025 |
| FRD | $3.07M | 0.80% | 2.11% | Not reported | Q1 2025 |
| WHR | $2.89M | 0.75% | 0.07% | Not reported | Q4 2024 |
| DOUG | $2.84M | 0.74% | 1.36% | Not reported | Q4 2024 |
| AXR | $2.82M | 0.73% | 2.83% | Not reported | Q4 2024 |
| ADBE | $2.8M | 0.73% | 0.00% | Not reported | Q2 2025 |
 NVO | $2.54M | 0.66% | Not reported | Not reported | Q3 2025 |
| BSET | $2.51M | 0.65% | 1.73% | Not reported | Q4 2024 |
| DIBS | $2.4M | 0.62% | 1.09% | -33.3% | Q2 2025 |
| INFU | $2.06M | 0.54% | 1.14% | Not reported | Q2 2025 |
| LGCY | $2.04M | 0.53% | 1.59% | Not reported | Q2 2025 |
| VIST | $1.95M | 0.51% | 0.04% | Not reported | Q4 2024 |
 FOA | $1.67M | 0.44% | 1.44% | Not reported | Q4 2024 |
| HNNA | $1.54M | 0.40% | 2.03% | +6.1% | Q2 2025 |
| NCSM | $1.46M | 0.38% | 1.45% | New | Q4 2025 |
| ULBI | $1.43M | 0.37% | 1.50% | Not reported | Q2 2025 |
| HGBL | $1.36M | 0.36% | 3.17% | Not reported | Q4 2024 |
| AUBN | $1.35M | 0.35% | 1.43% | +7.3% | Q2 2025 |
 IAUX | $1.31M | 0.34% | 0.11% | New | Q4 2025 |
| PPIH | $1.24M | 0.32% | 0.51% | Not reported | Q2 2025 |
 LTRX | $1.17M | 0.31% | 0.51% | Not reported | Q4 2024 |
| GPMT | $960K | 0.25% | 0.84% | Not reported | Q2 2025 |
| SND | $880K | 0.23% | 0.56% | New | Q4 2025 |
| ALTO | $864K | 0.23% | 0.39% | New | Q4 2025 |
 MBUU | $846K | 0.22% | 250000.00% | +114.3% | Q3 2025 |
| LCUT | $790K | 0.21% | 0.88% | Not reported | Q2 2025 |
| HOFT | $666K | 0.17% | 0.55% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| CIB | $11.9M | 3.34% | Not reported | -8.0% | Q2 2025 |
| FAX | $9.77M | 2.73% | Not reported | Not reported | Q4 2024 |
| STNE | $7.56M | 2.12% | Not reported | Not reported | Q4 2024 |
| PAGS | $7.5M | 2.10% | 0.29% | -6.3% | Q4 2024 |
| KSPI | $6.94M | 1.94% | 0.04% | +13.3% | Q4 2024 |
 FXY | $6.22M | 1.74% | 1.14% | New | Q3 2025 |
| GOOGL | $6.08M | 1.70% | 0.00% | -44.4% | Q4 2024 |
| BBD | $5.75M | 1.61% | 0.06% | +13.3% | Q1 2025 |
| AVAL | $5.61M | 1.57% | 0.02% | Not reported | Q4 2024 |
| OPBK | $5.57M | 1.56% | 2.69% | Not reported | Q4 2024 |
| EC | $5.07M | 1.42% | 0.00% | Not reported | Q1 2025 |
| SLB | $4.81M | 1.35% | 0.01% | +100.0% | Q2 2025 |
| BCH | $4.55M | 1.27% | 0.00% | Not reported | Q4 2024 |
| AMPY | $4.2M | 1.17% | 1.98% | Not reported | Q2 2025 |
| CHCI | $3.66M | 1.02% | 3.15% | +130.1% | Q2 2025 |
| AXR | $3.59M | 1.00% | 2.83% | +31.0% | Q4 2024 |
| DOUG | $3.43M | 0.96% | 1.35% | -40.0% | Q4 2024 |
| AEO | $3.42M | 0.96% | 0.12% | New | Q3 2025 |
| FRD | $3.28M | 0.92% | 2.12% | Not reported | Q1 2025 |
| WHR | $3.14M | 0.88% | 0.07% | +100.0% | Q4 2024 |
| ADBE | $2.82M | 0.79% | 0.00% | Not reported | Q2 2025 |
| MGYR | $2.81M | 0.78% | 2.51% | +74.3% | Q2 2025 |
| NVO | $2.77M | 0.78% | Not reported | New | Q3 2025 |
| INFU | $2.38M | 0.67% | 1.13% | +27.8% | Q2 2025 |
| BSET | $2.35M | 0.66% | 1.73% | -25.0% | Q4 2024 |
| LGCY | $1.91M | 0.54% | 1.60% | +1.7% | Q2 2025 |
| HGBL | $1.83M | 0.51% | 3.17% | +19.5% | Q4 2024 |
| GIFI | $1.76M | 0.49% | 1.56% | +42.8% | Q2 2025 |
| ULBI | $1.71M | 0.48% | 1.50% | Not reported | Q2 2025 |
| HNNA | $1.58M | 0.44% | 1.91% | +241.8% | Q2 2025 |
| DIBS | $1.55M | 0.43% | 1.64% | +50.0% | Q2 2025 |
| VIST | $1.38M | 0.38% | 0.04% | Not reported | Q4 2024 |
| FOA | $1.36M | 0.38% | 1.44% | Not reported | Q4 2024 |
| AUBN | $1.26M | 0.35% | 1.33% | +65.7% | Q2 2025 |
 TEI | $1.25M | 0.35% | Not reported | Not reported | Q4 2024 |
| GPMT | $1.2M | 0.34% | 0.84% | Not reported | Q2 2025 |
| PYPL | $1.14M | 0.32% | 0.00% | -47.7% | Q4 2024 |
 TSQ | $1.01M | 0.28% | 0.90% | Not reported | Q2 2025 |
| PPIH | $961K | 0.27% | 0.51% | Not reported | Q2 2025 |
| LTRX | $914K | 0.26% | 0.51% | Not reported | Q4 2024 |
| LCUT | $774K | 0.22% | 0.88% | +12.8% | Q2 2025 |
| HOFT | $599K | 0.17% | 0.55% | Not reported | Q2 2025 |
| MBUU | $454K | 0.13% | 116666.67% | New | Q3 2025 |
 PETS | $301K | 0.08% | 0.57% | Not reported | Q2 2025 |