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Truffle Hound Capital, LLC

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13F filer, CIK 1595862, BETHESDA, MD

Truffle Hound Capital, LLC reported $467,731,763 across 52 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 44.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001595862-26-000003

Period
2026-06-30
Reported value
$468M
Holdings
52
Top 10 weight
44.8%
New
13
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CFnew+60,000$6.5M
POOLnew+20,000$4.3M
INTUnew+15,000$3.92M
EOGadded+27,500$3.57M
TZOOnew+244,305$2.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMPYexited-1,250,000-$7.8M
ICLRreduced-18,000-$3.13M
REIexited-2,000,000-$3.06M
CRGYexited-200,000-$2.7M
WHRexited-50,000-$2.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001595862-26-000003, largest first. % of portfolio is the value over $158,611,263, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 220,000 shares; 2025Q1: 170,000 shares; 2025Q2: 240,000 shares; 2025Q3: 240,000 shares; 2025Q4: 240,000 shares; 2026Q1: 240,000 shares; 2026Q2: 240,000 shares 240,000$12.4M7.85%0Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 85,000 shares; 2025Q4: 85,000 shares; 2026Q1: 110,000 shares; 2026Q2: 110,000 shares 110,000$9.53M6.01%0Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 67,500 shares 67,500$8.76M5.52%+27,500Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800,000 shares; 2025Q1: 800,000 shares; 2025Q2: 800,000 shares; 2025Q3: 750,000 shares; 2025Q4: 900,000 shares; 2026Q1: 750,000 shares; 2026Q2: 750,000 shares 750,000$6.79M4.28%0Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,000 shares 60,000$6.5M4.1%newTimeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240,000 shares; 2026Q2: 240,000 shares 240,000$6.26M3.95%0Timeline
ECECOPETROL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300,000 shares; 2025Q2: 550,000 shares; 2025Q3: 550,000 shares; 2025Q4: 550,000 shares; 2026Q1: 550,000 shares; 2026Q2: 430,000 shares 430,000$6.12M3.86%-120,000Timeline
BBDBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 750,000 shares; 2025Q2: 1,500,000 shares; 2025Q3: 1,700,000 shares; 2025Q4: 1,700,000 shares; 2026Q1: 1,700,000 shares; 2026Q2: 1,500,000 shares 1,500,000$5.21M3.28%-200,000Timeline
AVALGRUPO AVAL ACCIONES Y VALOREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,700,000 shares; 2025Q1: 1,700,000 shares; 2025Q2: 1,700,000 shares; 2025Q3: 1,700,000 shares; 2025Q4: 1,700,000 shares; 2026Q1: 1,400,000 shares; 2026Q2: 1,000,000 shares 1,000,000$5.03M3.17%-400,000Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,000 shares; 2025Q3: 140,000 shares; 2025Q4: 140,000 shares; 2026Q1: 95,000 shares; 2026Q2: 95,000 shares 95,000$4.42M2.78%0Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 400,000 shares 400,000$4.34M2.73%0Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000$4.3M2.71%newTimeline
LGCYLEGACY ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196,599 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 350,000 shares; 2026Q2: 350,000 shares 350,000$4.12M2.6%0Timeline
AXRAMREP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,000 shares; 2025Q1: 50,000 shares; 2025Q2: 114,524 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 160,000 shares; 2026Q2: 160,000 shares 160,000$4.04M2.54%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000$3.92M2.47%newTimeline
CHCICOMSTOCK HLDG COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,554 shares; 2025Q3: 261,292 shares; 2025Q4: 350,000 shares; 2026Q1: 350,000 shares; 2026Q2: 244,461 shares 244,461$3.91M2.46%-105,539Timeline
OPBKOP BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 580,000 shares; 2025Q1: 560,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 260,000 shares 260,000$3.9M2.46%-140,000Timeline
FRDFRIEDMAN INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 104,918 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 150,000 shares; 2026Q2: 116,551 shares 116,551$3.75M2.36%-33,449Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 45,000 shares; 2025Q3: 25,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 10,000 shares 10,000$3.57M2.25%-5,000Timeline
NCSMNCS MULTISTAGE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,020 shares; 2026Q1: 80,000 shares; 2026Q2: 80,000 shares 80,000$3.53M2.23%0Timeline
MGYRMAGYAR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,241 shares; 2025Q3: 162,486 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000$3.49M2.2%0Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,000 shares; 2026Q2: 25,000 shares 25,000$3.17M2%-7,000Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 16,000 shares; 2026Q2: 14,000 shares 14,000$2.87M1.81%-2,000Timeline
TZOOTRAVELZOOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200,000 shares; 2025Q1: 140,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244,305 shares 244,305$2.85M1.8%newTimeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000$2.81M1.77%newTimeline
BSETBASSETT FURNITURE INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200,000 shares; 2025Q1: 298,520 shares; 2025Q2: 200,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 150,000 shares; 2026Q2: 150,000 shares 150,000$2.66M1.68%0Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000$2.55M1.61%0Timeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: 180,000 shares; 2026Q1: 140,000 shares; 2026Q2: 140,000 shares 140,000$2.41M1.52%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000$2.35M1.48%newTimeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000$2.3M1.45%newTimeline
SBFGSB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,373 shares 90,373$2.28M1.44%newTimeline
HNNAHENNESSY ADVISORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,131 shares; 2025Q3: 150,857 shares; 2025Q4: 160,000 shares; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000$2.03M1.28%0Timeline
UNBUNION BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,000 shares 80,000$1.94M1.22%newTimeline
BOOMDMC GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300,000 shares 300,000$1.74M1.1%newTimeline
ULBIULTRALIFE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares; 2026Q1: 250,000 shares; 2026Q2: 250,000 shares 250,000$1.58M1%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,000 shares; 2025Q1: 48,000 shares; 2025Q2: 32,500 shares; 2025Q3: 17,000 shares; 2025Q4: not reported; 2026Q1: 34,000 shares; 2026Q2: 34,000 shares 34,000$1.47M0.93%0Timeline
AUBNAUBURN NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,120 shares; 2025Q3: 46,580 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000$1.35M0.85%0Timeline
HGBLHERITAGE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 650,000 shares; 2025Q1: 650,000 shares; 2025Q2: 920,157 shares; 2025Q3: 1,100,000 shares; 2025Q4: 1,100,000 shares; 2026Q1: 1,100,000 shares; 2026Q2: 1,100,000 shares 1,100,000$1.33M0.84%0Timeline
GETYGETTY IMAGES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500,000 shares 1,500,000$1.29M0.81%newTimeline
INFUINFUSYSTEM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180,000 shares; 2025Q3: 230,000 shares; 2025Q4: 230,000 shares; 2026Q1: 230,000 shares; 2026Q2: 128,629 shares 128,629$1.24M0.78%-101,371Timeline
ARQARQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420,000 shares 420,000$1.07M0.68%newTimeline
HOFTHOOKER FURNISHINGS CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,996 shares; 2025Q3: 58,996 shares; 2025Q4: 58,996 shares; 2026Q1: 58,996 shares; 2026Q2: 58,996 shares 58,996$1.05M0.66%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares; 2026Q2: 6,000 shares 6,000$1.04M0.66%-18,000Timeline
SLQTSELECTQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000,000 shares 1,000,000$841K0.53%newTimeline
LCUTLIFETIME BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,321 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares; 2026Q2: 42,679 shares 42,679$364K0.23%-157,321Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400,000 shares; 2025Q3: 600,000 shares; 2025Q4: 400,000 shares; 2026Q1: 180,000 shares; 2026Q2: 21,083 shares 21,083$103K0.07%-158,917Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T PUTput350,000$261M+150,000
ISHARES INCISHARES INC CALLcall700,000$24.1M0
ENERGY TRANSFER L PENERGY TRANSFER L P COM UT LTD PTNcall500,000$9.56M0
PETROLEO BRASILEIRO S APETROLEO BRASILEIRO S A CALLcall350,000$5.66M+100,000
SLB LIMITEDSLB LIMITED CALLcall100,000$4.65M0
NEWMONT CORPNEWMONT CORP CALLcall40,000$3.74M0

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SELECT SECTOR SPDR TRSELECT SECTOR SPDR TR400,000$24.5Mput
ISHARES TRISHARES TR300,000$17Mput
AMPYAMPLIFY ENERGY CORP NEW1,250,000$7.8Mshares
REIRING ENERGY INC2,000,000$3.06Mshares
CRGYCRESCENT ENERGY COMPANY200,000$2.7Mshares
WHRWHIRLPOOL CORP50,000$2.7Mshares
SNDSMART SAND INC440,000$2.25Mshares
PINSPINTEREST INC80,000$1.47Mshares
PPIHPERMA-PIPE INTL HLDGS INC41,000$1.22Mshares
ALTOALTO INGREDIENTS INC235,000$1.14Mshares
DOUGDOUGLAS ELLIMAN INC452,066$741Kshares
GPMTGRANITE PT MTG TR INC366,274$531Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001595862-26-000003 base2026-08-06acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001595862-26-000003 Quarter ended 2026-06-302026-08-06acceptance time not in the bulk data set
13F-HR 0001595862-26-000002 Quarter ended 2026-03-312026-05-07acceptance time not in the bulk data set
13F-HR 0001595862-26-000001 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001595862-25-000009 Quarter ended 2025-09-302025-11-06acceptance time not in the bulk data set
13F-HR 0001595862-25-000005 Quarter ended 2025-06-302025-08-11acceptance time not in the bulk data set
13F-HR 0001595862-25-000003 Quarter ended 2025-03-312025-05-09acceptance time not in the bulk data set
13F-HR 0001595862-25-000002 Quarter ended 2024-12-312025-02-11acceptance time not in the bulk data set