account_balance
Investment manager · 13F filer · SEC CIK 1595862
Truffle Hound Capital, LLC
Reported value$160Mas of Sep 30, 2026
Positions38 5 new, 13 sold out
Top 10 weight49.6%AMLP alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMLPAlps ETF Tr
7.8%
KSPIKaspi Kz JSC
6.5%
SMSm Energy Company
5.9%Added +17%
EOGEog Res Inc
5.8%
XPXp Inc
5.2%New
PAGSPagseguro Digital Ltd
4.2%
ECEcopetrol S A
3.9%Trimmed −13%
CFCf Industries Hold
3.6%Trimmed −17%
INTUIntuit
3.4%Added +33%
BBDBanco Bradesco S A
3.3%
UHSUniversal HLTH SVCS Inc
3.3%New
PBRPetroleo Brasileiro S A
3.1%New
AMLPAlps ETF Tr
7.8%
KSPIKaspi Kz JSC
6.5%
SMSm Energy Company
5.9%Added +17%
EOGEog Res Inc
5.8%
XPXp Inc
5.2%New
PAGS4.2%EC3.9%CF3.6%INTU3.4%BBD3.3%UHS3.3%PBR3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMLP Alps ETF Tr 7.8% Held
KSPI Kaspi Kz JSC 6.5% HeldSM Sm Energy Company 5.9% Added +17%EOG Eog Res Inc 5.8% HeldXP Xp Inc 5.2% NewPAGS Pagseguro Digital Ltd 4.2% HeldEC Ecopetrol S A 3.9% Trimmed −13%CF Cf Industries Hold 3.6% Trimmed −17%INTU Intuit 3.4% Added +33%BBD Banco Bradesco S A 3.3% HeldUHS Universal HLTH SVCS Inc 3.3% NewPBR Petroleo Brasileiro S A 3.1% NewWhat changed