Truffle Hound Capital, LLC
Top Portfolio Positions
42 positions ·
$150,568,773 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EC |
Ecopetrol S.A.
Energy
|
550,000 | $8,244,500 | 5.48% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
110,000 | $8,147,700 | 5.41% | |
| AMPY |
Amplify Energy Corp.
Energy
|
1,250,000 | $7,800,000 | 5.18% | |
| PAGS |
PagSeguro Digital Ltd.
Technology
|
750,000 | $7,515,000 | 4.99% | |
| SM |
SM Energy Co
Energy
|
240,000 | $7,483,200 | 4.97% | |
| CHCI |
Comstock Holding Companies, Inc.
Real Estate
|
350,000 | $6,629,000 | 4.40% | |
| BBD |
Bank Bradesco
Financial Services
|
1,700,000 | $6,205,000 | 4.12% | |
| AVAL |
Grupo Aval Acciones Y Valores S.A.
Financial Services
|
1,400,000 | $6,160,000 | 4.09% | |
| EOG |
Eog Resources Inc
Energy
|
40,000 | $5,782,800 | 3.84% | |
| STNE |
StoneCo Ltd.
Technology
|
400,000 | $5,648,000 | 3.75% |
Portfolio Trend
6 quarters · across all stocks
Holdings in GPMT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $531,097 | 366,274 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $960,000 | 400,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,200,000 | 400,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $988,000 | 400,000 | Shares | Sole | 2025-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||