Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Truffle Hound Capital, LLC (CIK 1595862) reported $467.7M across 46 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($261.4M, 55.88%), GHYG ($24.1M, 5.16%), AMLP ($12.4M, 2.66%), KSPI ($9.5M, 2.04%), ET-PC ($9.6M, 2.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $261.4M | 55.88% | 350,000 | Added |
| 2 | GHYG | ISHARES INC | $24.1M | 5.16% | 700,000 | Hold |
| 3 | AMLP | ALPS ETF TR | $12.4M | 2.66% | 240,000 | Hold |
| 4 | KSPI | KASPI KZ JSC | $9.5M | 2.04% | 110,000 | Hold |
| 5 | ET-PC | ENERGY TRANSFER L P | $9.6M | 2.04% | 500,000 | Hold |
| 6 | EOG | EOG RES INC | $8.8M | 1.87% | 67,500 | Added |
| 7 | PAGS | PAGSEGURO DIGITAL LTD | $6.8M | 1.45% | 750,000 | Hold |
| 8 | CF | CF INDUSTRIES HOLD | $6.5M | 1.39% | 60,000 | New |
| 9 | SM | SM ENERGY COMPANY | $6.3M | 1.34% | 240,000 | Hold |
| 10 | EC | ECOPETROL S A | $6.1M | 1.31% | 430,000 | Trimmed |
| 11 | PBR.A | PETROLEO BRASILEIRO S A | $5.7M | 1.21% | 350,000 | Added |
| 12 | BBD | BANCO BRADESCO S A | $5.2M | 1.11% | 1.5M | Trimmed |
| 13 | AVAL | GRUPO AVAL ACCIONES Y VALORE | $5.0M | 1.08% | 1.0M | Trimmed |
| 14 | SLB | SLB LIMITED | $4.6M | 0.99% | 100,000 | Hold |
| 15 | SLB | SLB LIMITED | $4.4M | 0.94% | 95,000 | Hold |
| 16 | STNE | STONECO LTD | $4.3M | 0.93% | 400,000 | Hold |
| 17 | POOL | POOL CORP | $4.3M | 0.92% | 20,000 | New |
| 18 | LGCY | LEGACY ED INC | $4.1M | 0.88% | 350,000 | Hold |
| 19 | AXR | AMREP CORP | $4.0M | 0.86% | 160,000 | Hold |
| 20 | CHCI | COMSTOCK HLDG COS INC | $3.9M | 0.84% | 244,461 | Trimmed |
| 21 | INTU | INTUIT | $3.9M | 0.84% | 15,000 | New |
| 22 | OPBK | OP BANCORP | $3.9M | 0.83% | 260,000 | Trimmed |
| 23 | NEM | NEWMONT CORP | $3.7M | 0.80% | 40,000 | Hold |
| 24 | FRD | FRIEDMAN INDS INC | $3.8M | 0.80% | 116,551 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $3.6M | 0.76% | 10,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30