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Truffle Hound Capital, LLC

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13F filer, CIK 1595862, BETHESDA, MD

Truffle Hound Capital, LLC reported $385,990,623 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 46.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001595862-26-000002

Period
2026-03-31
Reported value
$386M
Holdings
51
Top 10 weight
46.94%
New
11
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SMnew+240,000$7.48M
EOGnew+40,000$5.78M
TFXnew+32,000$3.83M
REInew+2,000,000$3.06M
CRGYnew+200,000$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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CIBexited-180,000-$11.4M
FAXexited-400,000-$6.14M
PFLTexited-600,000-$5.56M
MSDLexited-320,000-$5.27M
NMFCexited-550,000-$5.07M

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, Q1 2026

Share positions as resolved from 13F-HR 0001595862-26-000002, largest first. % of portfolio is the value over $163,202,123, 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; 2024Q2: restricted; 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 240,000$12.6M7.74%0Timeline
ECECOPETROL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 550,000$8.24M5.05%0Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 110,000$8.15M4.99%+25,000Timeline
AMPYAMPLIFY ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800,000 shares; 2025Q3: 800,000 shares; 2025Q4: 1,250,000 shares; 2026Q1: 1,250,000 shares 1,250,000$7.8M4.78%0Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 750,000$7.51M4.6%-150,000Timeline
SMSM ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240,000 shares 240,000$7.48M4.59%newTimeline
CHCICOMSTOCK HLDG COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 350,000$6.63M4.06%0Timeline
BBDBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,700,000$6.21M3.8%0Timeline
AVALGRUPO AVAL ACCIONES Y VALOREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,400,000$6.16M3.77%-300,000Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000$5.78M3.54%newTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 400,000$5.65M3.46%0Timeline
OPBKOP BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 400,000$5.32M3.26%0Timeline
NCSMNCS MULTISTAGE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,020 shares; 2026Q1: 80,000 shares 80,000$4.95M3.03%+42,980Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 95,000$4.88M2.99%-45,000Timeline
AXRAMREP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 160,000$4.5M2.76%+10,000Timeline
LGCYLEGACY ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 350,000$4.38M2.69%+150,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,000$4.31M2.64%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,000$3.89M2.38%+8,000Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,000 shares 32,000$3.83M2.35%newTimeline
MGYRMAGYAR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 200,000$3.46M2.12%0Timeline
REIRING ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000,000 shares 2,000,000$3.06M1.87%newTimeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 40,000$3.02M1.85%0Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares 200,000$2.7M1.65%newTimeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 20,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 50,000 shares 50,000$2.7M1.65%+10,000Timeline
FRDFRIEDMAN INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 150,000$2.66M1.63%0Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares 24,000$2.66M1.63%newTimeline
AEOAMERICAN EAGLE OUTFITTERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: 180,000 shares; 2026Q1: 140,000 shares 140,000$2.34M1.43%-40,000Timeline
SNDSMART SAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,000 shares; 2026Q1: 440,000 shares 440,000$2.25M1.38%+220,000Timeline
INFUINFUSYSTEM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 230,000$2.12M1.3%0Timeline
BSETBASSETT FURNITURE INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 150,000$2.12M1.3%0Timeline
HNNAHENNESSY ADVISORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 200,000$1.95M1.19%+40,000Timeline
ULBIULTRALIFE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 250,000$1.63M1%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 34,000$1.54M0.94%newTimeline
HGBLHERITAGE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,100,000$1.5M0.92%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,000 shares 80,000$1.47M0.9%newTimeline
PPIHPERMA-PIPE INTL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares; 2026Q1: 41,000 shares 41,000$1.22M0.75%0Timeline
AUBNAUBURN NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,000$1.19M0.73%0Timeline
LCUTLIFETIME BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 200,000$1.15M0.7%0Timeline
ALTOALTO INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares; 2026Q1: 235,000 shares 235,000$1.14M0.7%-65,000Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 180,000$990K0.61%-220,000Timeline
HOFTHOOKER FURNISHINGS CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 58,996$760K0.47%0Timeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000,000 shares; 2025Q1: 2,300,000 shares; 2025Q2: 2,000,000 shares; 2025Q3: 1,200,000 shares; 2025Q4: 1,200,000 shares; 2026Q1: 452,066 shares 452,066$741K0.45%-747,934Timeline
GPMTGRANITE PT MTG TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares; 2026Q1: 366,274 shares 366,274$531K0.33%-33,726Timeline

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 PUTput200,000$130M-10,000
ISHARES INCISHARES INC CALLcall700,000$26.9M-700,000
SELECT SECTOR SPDR TRSELECT SECTOR SPDR TR Optionput400,000$24.5Mnew
ISHARES TRISHARES TR PUTput300,000$17Mnew
ENERGY TRANSFER L PENERGY TRANSFER L P COM UT LTD PTNcall500,000$9.65M-150,000
PETROLEO BRASILEIRO S APETROLEO BRASILEIRO S A CALLcall250,000$5.19Mnew
SLB LIMITEDSLB LIMITED CALLcall100,000$5.14M-150,000
NEWMONT CORPNEWMONT CORP CALLcall40,000$4.33M-10,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CIBGRUPO CIBEST SA180,000$11.4Mshares
FAXABRDN ASIA PACIFIC INCOME FU400,000$6.14Mshares
PFLTPENNANTPARK FLOATING RATE CA600,000$5.56Mshares
MSDLMORGAN STANLEY DIRECT LENDIN320,000$5.27Mshares
NMFCNEW MTN FIN CORP550,000$5.07Mshares
GIFIGULF ISLAND FABRICATION INC320,884$3.84Mshares
BCHBANCO DE CHILE100,000$3.8Mshares
NVONOVO-NORDISK A S50,000$2.54Mshares
FONRFONAR CORP90,000$1.67Mshares
IAUXI-80 GOLD CORP900,000$1.31Mshares
LTRXLANTRONIX INC200,000$1.17Mshares
MBUUMALIBU BOATS INC30,000$846Kshares

How Q1 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 0001595862-26-000002 base2026-05-07acceptance time not in the bulk data set