Truffle Hound Capital, LLC

Position in SM — SM Energy Co

CIK 1595862 BETHESDA, MD

Position in SM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,264,000

-$1,219,200 QoQ

Shares Held

240,000

0.0% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

4.29%

of 13F equity value

Holder Rank

#86

of 495 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Truffle Hound Capital, LLC holds $17,572,775 across 3 Oil & Gas E&P names. SM ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOG	Eog Resources Inc	67,500	$8,756,775
2	SM	SM Energy Co This page	240,000	$6,264,000
3	VIST	Vista Energy, S.A.B. de C.V.	40,000	$2,552,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,264,000	240,000	0.0%	Shares	Sole	2026-08-06
2026-03-31	$7,483,200	240,000	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.