Fund Holdings — Truffle Hound Capital, LLC

Total Portfolio Value
$159.43M
Total Bought
$27.59M
Total Sold
$22.73M
Net Transaction
+$4.86M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO CURRENCYSHARES JAPAN(FXY)0100,000+100,00006,2213.90%+6,221
AMERICAN EAGLE OUTFITTERS IN0200,000+200,00003,4222.15%+3,422
NOVO-NORDISK A S(NVO)050,000+50,00002,7751.74%+2,775
COMSTOCK HLDG COS INC(CHCI)113,554261,292+147,7381,1463,6612.30%+2,515
SCHLUMBERGER LTD(SLB)70,000140,000+70,0002,3664,8123.02%+2,446
AMPLIFY ENERGY CORP NEW(AMPY)800,000800,00002,5604,2002.63%+1,640
INFUSYSTEM HLDGS INC(INFU)180,000230,000+50,0001,1232,3831.49%+1,260
MAGYAR BANCORP INC(MGYR)93,241162,486+69,2451,5542,8061.76%+1,252
AMREP CORP114,524150,000+35,4762,3973,5882.25%+1,191
STONECO LTD(STNE)400,000400,00006,4167,5644.74%+1,148
WHIRLPOOL CORP(WHR)20,00040,000+20,0002,0283,1441.97%+1,116
BANCO BRADESCO S A1,500,0001,700,000+200,0004,6355,7463.60%+1,111
HENNESSY ADVISORS INC(HNNA)44,131150,857+106,7265561,5760.99%+1,020
GRUPO AVAL ACCIONES Y VALORE(AVAL)1,700,0001,700,00004,7775,6103.52%+833
FRIEDMAN INDS INC(FRD)150,000150,00002,4843,2842.06%+800
GULF IS FABRICATION INC175,047250,000+74,9531,1641,7551.10%+591
KASPI KZ JSC(KSPI)75,00085,000+10,0006,3676,9434.35%+576
AUBURN NATL BANCORP28,12046,580+18,4607031,2630.79%+560
MALIBU BOATS INC(MBUU)014,000+14,00004540.28%+454
1STDIBS COM INC(DIBS)400,000600,000+200,0001,1001,5540.97%+454
GRUPO CIBEST SA250,000230,000-20,00011,54811,9467.49%+399
OP BANCORP(OPBK)400,000400,00005,1965,5683.49%+372
LANTRONIX INC(LTRX)200,000200,00005749140.57%+340
ABRDN ASIA PACIFIC INCOME FU600,000600,00009,5529,7746.13%+222
GRANITE PT MTG TR INC(GPMT)400,000400,00009881,2000.75%+212
ECOPETROL S A(EC)550,000550,00004,8685,0663.18%+198
TEMPLETON EMERGING MKTS INCO(TEI)202,084202,08401,2131,2530.79%+40
PERMA-PIPE INTL HLDGS INC(PPIH)41,00041,00009389610.60%+23
FONAR CORP(FOA)90,00090,00001,3461,3550.85%+9
BANCO DE CHILE150,000150,00004,5634,5452.85%-18
HOOKER FURNISHINGS CORPORATI(HOFT)58,99658,99606245990.38%-25
PETMED EXPRESS INC(PETS)120,035120,03503993010.19%-97
LIFETIME BRANDS INC(LCUT)177,321200,000+22,6799047740.49%-130
CF BANKSHARES INC(CFBK)6,5200-6,5201560—-156
TOWNSQUARE MEDIA INC(TSQ)150,000150,00001,1871,0080.63%-178
PAGSEGURO DIGITAL LTD(PAGS)800,000750,000-50,0007,7127,5004.70%-212
HERITAGE GLOBAL INC920,1571,100,000+179,8432,0431,8261.15%-217
TRUBRIDGE INC10,0000-10,0002340—-234
ADOBE INC(ADBE)8,0008,00003,0952,8221.77%-273
LEGACY ED INC(LGCY)196,599200,000+3,4012,1981,9141.20%-284
LESLIES INC687,2360-687,2362890—-289
ALPS ETF TR
ALERIAN MLP
240,000240,000011,72611,2637.06%-463
CITIZENS INC(CIA)135,0340-135,0344710—-471
VISTA ENERGY S.A.B. DE C.V.(VIST)40,00040,00001,9121,3760.86%-536
ULTRALIFE CORP(ULBI)250,000250,00002,2451,7051.07%-540
BASSETT FURNITURE INDS INC200,000150,000-50,0003,0402,3461.47%-694
KOLIBRI GLOBAL ENERGY INC(KGEI)127,7800-127,7808750—-875
BV FINL INC60,1580-60,1589160—-916
FIRST CAP INC(FCAP)23,7020-23,7029790—-979
ENERGY SVCS ACQUISITION CORP(ESOA)99,8240-99,8249920—-992
DOUGLAS ELLIMAN INC(DOUG)2,000,0001,200,000-800,0004,6403,4322.15%-1,208
PAYPAL HLDGS INC(PYPL)32,50017,000-15,5002,4151,1400.72%-1,275
MERIDIAN CORPORATION(MRBK)124,2950-124,2951,6020—-1,602
ALPHABET INC(GOOG)45,00025,000-20,0007,9306,0783.81%-1,853
C & F FINL CORP(CFFI)51,1070-51,1073,1550—-3,155
MAGIC SOFTWARE ENTERPRISES L178,2960-178,2963,4090—-3,409
STRATTEC SEC CORP(STRT)64,5260-64,5264,0140—-4,014
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Truffle Hound Capital, LLC — 13F Holdings — Q3 2025 | TickerTrail