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Truffle Hound Capital, LLC

Portfolio Manager
Truffle Hound Capital, LLC
Performance
+6.44% (2026 Q1)
AUM (13F)
$385.99M
# of Holdings
43
Performance Rank
Allocation (Top 20)
74.6%

Truffle Hound Capital, LLC Holdings Map

Top 43 Truffle Hound Capital, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMLP
ALPS ETF TR
7.74%240.0K$12.6M
+0.00%(+0)
2025-Q1: 170.0K shares2025-Q2: 240.0K shares2025-Q3: 240.0K shares2025-Q4: 240.0K shares2026-Q1: 240.0K shares
$48.47(+7.41%)
2026-03-31
EC
ECOPETROL S A
5.05%550.0K$8.2M
+0.00%(+0)
2025-Q1: 300.0K shares2025-Q2: 550.0K shares2025-Q3: 550.0K shares2025-Q4: 550.0K shares2026-Q1: 550.0K shares
$9.34(+57.36%)
2026-03-31
KSPI
KASPI KZ JSC
4.99%110.0K$8.1M
+29.41%(+25.00K)
2025-Q1: 75.0K shares2025-Q2: 75.0K shares2025-Q3: 85.0K shares2025-Q4: 85.0K shares2026-Q1: 110.0K shares
$93.29(-3.72%)
2026-03-31
AMPY
AMPLIFY ENERGY CORP NEW
4.78%1.25M$7.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 800.0K shares2025-Q3: 800.0K shares2025-Q4: 1.25M shares2026-Q1: 1.25M shares
$4.04(-0.90%)
2026-03-31
PAGS
PAGSEGURO DIGITAL LTD
4.6%750.0K$7.5M
-16.67%(-150.00K)
2025-Q1: 800.0K shares2025-Q2: 800.0K shares2025-Q3: 750.0K shares2025-Q4: 900.0K shares2026-Q1: 750.0K shares
$7.83(+16.44%)
2026-03-31
SM
SM ENERGY COMPANY
4.59%240.0K$7.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 240.0K shares
$24.94(+7.66%)
2026-03-31
CHCI
COMSTOCK HLDG COS INC
4.06%350.0K$6.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 113.6K shares2025-Q3: 261.3K shares2025-Q4: 350.0K shares2026-Q1: 350.0K shares
$11.51(+39.78%)
2026-03-31
BBD
BANCO BRADESCO S A
3.8%1.70M$6.2M
+0.00%(+0)
2025-Q1: 750.0K shares2025-Q2: 1.50M shares2025-Q3: 1.70M shares2025-Q4: 1.70M shares2026-Q1: 1.70M shares
$2.48(+39.33%)
2026-03-31
AVAL
GRUPO AVAL ACCIONES Y VALORE
3.77%1.40M$6.2M
-17.65%(-300.00K)
2025-Q1: 1.70M shares2025-Q2: 1.70M shares2025-Q3: 1.70M shares2025-Q4: 1.70M shares2026-Q1: 1.40M shares
$2.03(+149.26%)
2026-03-31
EOG
EOG RES INC
3.54%40.0K$5.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 40.0K shares
$124.79(+4.80%)
2026-03-31

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