Truffle Hound Capital, LLC — 13F holdings

Truffle Hound Capital, LLC reported 52 holdings worth $468M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. SPDR S&P 500 ETF TR — $261M (55.9%)
2. ISHARES INC — $24.2M (5.2%)
3. AMLP ALPS ETF TR — $12.4M (2.7%)
4. ENERGY TRANSFER L P — $9.56M (2.0%)
5. KSPI KASPI KZ JSC — $9.53M (2.0%)
6. EOG EOG RES INC — $8.76M (1.9%)
7. PAGS PAGSEGURO DIGITAL LTD — $6.79M (1.5%)
8. CF CF INDS HLDGS INC — $6.50M (1.4%)
9. SM SM ENERGY CO — $6.26M (1.3%)
10. EC ECOPETROL S A — $6.12M (1.3%)