Investor
Truffle Hound Capital, LLC
CIK 0001595862 · filed 2026-05-07 · SEC filing
13F book
$386M
Positions
43
8 new · 12 sold
Largest name
3.3%
Alps Etf Tr
Est. mark
$10.6M
Price effect on 35 names still held. Flow −$18.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alps Etf Tr | — | 240K | $12.6M | 3.3% | $1.35M | Held |
| Ecopetrol S.A. | EC | 550K | $8.24M | 2.1% | $2.73M | Held |
| Kaspi Kz Jsc | — | 110K | $8.15M | 2.1% | −$345.1K | Added$1.51M |
| Amplify Energy Corp New | — | 1.25M | $7.8M | 2.0% | $2.09M | Held |
| PagSeguro Digital Ltd. | PAGS | 750K | $7.51M | 1.9% | $285K | Cut−$1.16M |
| SM Energy Co | SM | 240K | $7.48M | 1.9% | — | New |
| Comstock Hldg Cos Inc | — | 350K | $6.63M | 1.7% | $2.56M | Held |
| Banco Bradesco S A | — | 1.7M | $6.21M | 1.6% | $544K | Held |
| Grupo Aval Acciones Y Valore | — | 1.4M | $6.16M | 1.6% | $490K | Cut−$725K |
| Eog Res Inc | — | 40K | $5.78M | 1.5% | — | New |
| StoneCo Ltd. | STNE | 400K | $5.65M | 1.5% | −$268K | Held |
| Op Bancorp | OPBK | 400K | $5.32M | 1.4% | −$328K | Held |
| Ncs Multistage Hldgs Inc | — | 80K | $4.95M | 1.3% | $827.4K | Added$3.49M |
| Slb Limited/Nv | SLB | 95K | $4.88M | 1.3% | $1.24M | Cut−$491.1K |
| Amrep Corp. | AXR | 160K | $4.5M | 1.2% | $1.4M | Added$1.68M |
| Legacy Ed Inc | — | 350K | $4.38M | 1.1% | $466K | Added$2.34M |
| Alphabet Inc | — | 15K | $4.31M | 1.1% | −$381.6K | Held |
| Adobe Inc. | ADBE | 16K | $3.89M | 1.0% | −$855.3K | Added$1.09M |
| Teleflex Inc | TFX | 32K | $3.83M | 1.0% | — | New |
| Magyar Bancorp, Inc. | MGYR | 200K | $3.46M | 0.9% | $6K | Held |
| Ring Energy, Inc. | REI | 2M | $3.06M | 0.8% | — | New |
| Vista Energy S.A.B. De C.V. | — | 40K | $3.02M | 0.8% | $1.07M | Held |
| Crescent Energy Company | — | 200K | $2.7M | 0.7% | — | New |
| Whirlpool Corp | — | 50K | $2.7M | 0.7% | −$728.8K | Added−$189.6K |
| Friedman Inds Inc | — | 150K | $2.66M | 0.7% | −$415.5K | Held |
| Icon Plc | ICLR | 24K | $2.66M | 0.7% | — | New |
| American Eagle Outfitters In | — | 140K | $2.34M | 0.6% | −$1.35M | Cut−$2.41M |
| Smart Sand, Inc. | SND | 440K | $2.25M | 0.6% | $246.4K | Added$1.37M |
| Infusystem Hldgs Inc | — | 230K | $2.12M | 0.5% | $59.8K | Held |
| Bassett Furniture Inds Inc | — | 150K | $2.12M | 0.5% | −$391.5K | Held |
| Hennessy Advisors Inc | HNNA | 200K | $1.95M | 0.5% | $24K | Added$414K |
| Ultralife Corp | ULBI | 250K | $1.63M | 0.4% | $200K | Held |
| Paypal Hldgs Inc | — | 34K | $1.54M | 0.4% | — | New |
| Heritage Global Inc. | HGBL | 1.1M | $1.5M | 0.4% | $132K | Held |
| Pinterest, Inc. | PINS | 80K | $1.47M | 0.4% | — | New |
| Perma-Pipe Intl Hldgs Inc | — | 41K | $1.22M | 0.3% | −$22.6K | Held |
| Auburn Natl Bancorp | — | 50K | $1.19M | 0.3% | −$154.3K | Held |
| Lifetime Brands, Inc | LCUT | 200K | $1.15M | 0.3% | $358K | Held |
| Alto Ingredients, Inc. | ALTO | 235K | $1.14M | 0.3% | $460.6K | Cut$273.4K |
| 1stdibs.com, Inc. | DIBS | 180K | $990K | 0.3% | −$88.2K | Cut−$1.41M |
| Hooker Furnishings Corporati | — | 59K | $759.9K | 0.2% | $93.8K | Held |
| Douglas Elliman Inc. | DOUG | 452.1K | $741.4K | 0.2% | −$330K | Cut−$2.1M |
| Granite Pt Mtg Tr Inc | — | 366.3K | $531.1K | 0.1% | −$348K | Cut−$428.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.