Truffle Hound Capital, LLC: 13F holdings
CIK 15958622026Q2
| Positions | 52 |
|---|
| Reported value | $467.7m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 52 (+1 vs prior quarter) |
|---|
| Reported value | $467.7m (+21.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMLP ALPS ETF TR | 240,000 | $12.4m | 2.7% |
| KSPI KASPI KZ JSC | 110,000 | $9.5m | 2.0% |
| EOG EOG RES INC | 67,500 | $8.8m | 1.9% |
| PAGSEGURO DIGITAL LTD | 750,000 | $6.8m | 1.5% |
| CF CF INDUSTRIES HOLD | 60,000 | $6.5m | 1.4% |
| SM SM ENERGY COMPANY | 240,000 | $6.3m | 1.3% |
| EC ECOPETROL S A | 430,000 | $6.1m | 1.3% |
| BBD BANCO BRADESCO S A | 1,500,000 | $5.2m | 1.1% |
| AVAL GRUPO AVAL ACCIONES Y VALORE | 1,000,000 | $5.0m | 1.1% |
| SLB SLB LIMITED | 95,000 | $4.4m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1595862")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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