Fund HoldingsTruffle Hound Capital, LLC

Total Portfolio Value
$277.30M
Total Bought
$52.75M
Total Sold
$61.12M
Net Transaction
-$8.38M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES INC(Call)1,000,0001,400,000+400,00022,51036,190+13,680
SCHLUMBERGER LTD(SLB)(Call)0250,000+250,000010,450+10,450
GENERAL MTRS CO(Call)
CALL
0200,000+200,00009,406+9,406
STONECO LTD(STNE)125,000400,000+275,0009964,1921.51%+3,196
ECOPETROL S A(EC)0300,000+300,00003,1321.13%+3,132
BASSETT FURNITURE INDS INC200,000298,520+98,5202,7664,5521.64%+1,786
CITIZENS INC376,863700,000+323,1371,5113,1851.15%+1,674
BANCO BRADESCO S A0750,000+750,00001,6730.60%+1,673
FRIEDMAN INDS INC0104,918+104,91801,5620.56%+1,562
KOLIBRI GLOBAL ENERGY INC500,000500,00002,6604,1951.51%+1,535
SEADRILL LTD(SDRL)060,000+60,00001,5000.54%+1,500
MOTORCAR PTS AMER INC0150,000+150,00001,4250.51%+1,425
GRUPO AVAL ACCIONES Y VALORE(AVAL)1,700,0001,700,00003,4514,6411.67%+1,190
PAGSEGURO DIGITAL LTD(PAGS)800,000800,00005,0086,1042.20%+1,096
VISTA ENERGY S.A.B. DE C.V.(VIST)15,00040,000+25,0008121,8620.67%+1,051
FIRST CAP INC37,00050,000+13,0001,1931,9080.69%+714
EHEALTH INC70,000200,000+130,0006581,3360.48%+678
DOUGLAS ELLIMAN INC2,000,0002,300,000+300,0003,3403,9561.43%+616
ABRDN ASIA PACIFIC INCOME FU500,000500,00007,3607,8502.83%+490
PETROLEO BRASILEIRO SA PETRO(PBR)200,000200,00002,5722,8681.03%+296
BANCO DE CHILE200,000180,000-20,0004,5364,7681.72%+232
HERITAGE GLOBAL INC650,000650,00001,2031,4170.51%+215
MERIDIAN CORPORATION200,000200,00002,7422,8801.04%+138
EPSILON ENERGY LTD240,000221,625-18,3751,4901,5650.56%+74
CLARIVATE PLC(CLVT)180,000250,000+70,0009149830.35%+68
TEMPLETON EMERGING MKTS INCO202,084202,08401,0371,0870.39%+51
BLUE RIDGE BANKSHARES INC VA150,000150,00004834890.18%+6
PHX MINERALS INC290,000290,00001,1601,1460.41%-14
FONAR CORP90,00090,00001,3631,2610.45%-102
AMERICAN OUTDOOR BRANDS INC38,00038,00005794620.17%-117
CF BANKSHARES INC80,00086,520+6,5202,0431,9070.69%-136
KASPI KZ JSC(KSPI)75,00075,00007,1036,9642.51%-139
C & F FINL CORP75,00075,00005,3445,0541.82%-289
BV FINL INC150,000150,00002,5832,2890.83%-294
PENNS WOODS BANCORP INC200,000200,00006,0785,5822.01%-496
TRINSEO PLC(TSEOQ)350,000350,00001,7851,2880.46%-497
BANCOLOMBIA S A350,000260,000-90,00011,02910,4523.77%-576
KEWAUNEE SCIENTIFIC CORP10,0000-10,0006190-619
NOBLE CORP PLC(NE)100,000100,00003,1402,3700.85%-770
WHIRLPOOL CORP(WHR)40,00040,00004,5793,6051.30%-974
ISHARES INC40,0000-40,0001,0020-1,002
AMREP CORP65,00050,000-15,0002,0411,0030.36%-1,038
ALPHABET INC(GOOG)32,00032,00006,0584,9481.78%-1,109
CENTRAL & EASTERN EUROPE FD(CEE)150,00030,683-119,3171,6384430.16%-1,195
STRATTEC SEC CORP125,000100,000-25,0005,1503,9461.42%-1,204
TRUBRIDGE INC300,000170,000-130,0005,9164,6781.69%-1,238
MAGIC SOFTWARE ENTERPRISES L430,000300,000-130,0005,1733,8971.41%-1,276
ALPS ETF TR
ALERIAN MLP
220,000170,000-50,00010,5958,8303.18%-1,765
ENERGY SVCS ACQUISITION CORP400,000327,783-72,2175,0483,0981.12%-1,950
PAYPAL HLDGS INC(PYPL)60,00048,000-12,0005,1213,1321.13%-1,989
TRAVELZOO200,000140,000-60,0003,9901,9080.69%-2,082
LANTRONIX INC1,000,000760,555-239,4454,1201,8940.68%-2,226
CAESARS ENTERTAINMENT INC NE(CZR)70,0000-70,0002,3390-2,339
VANECK ETF TRUST(Call)
CALL
70,0000-70,0002,3740-2,374
OP BANCORP580,000560,000-20,0009,1706,7312.43%-2,439
COMCAST CORP NEW(CCZ)80,0000-80,0003,0020-3,002
ENERGY TRANSFER L P(ET)(Call)650,000500,000-150,00012,7349,295-3,438
VANECK ETF TRUST(Call)
CALL
100,0000-100,0004,2750-4,275
DELTA AIR LINES INC DEL(DAL)75,0000-75,0004,5380-4,537
SPDR S&P 500 ETF TR(SPY)(Put)130,000100,000-30,00076,19055,939-20,251
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