Truffle Hound Capital, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer and Co-COO Paul E. Froehlich, lists 44 separate positions held by the firm.
The portfolio includes a mix of large-cap technology and energy companies, as well as various exchange-traded funds and specific equities. Notable positions include Adobe Inc., held in 20,000 shares, and Banco Bradesco S.A. Sponsored ADR Preferred New, held in 1,500,000 shares.
Energy-related holdings are also present, with positions in Chord Energy Corporation, EOG Resources Inc., and Ecopetrol S.A. Sponsored ADS. The firm also holds call options on Energy Transfer L.P. and Newmont Corp.
The filing details a total of 44 positions, with the largest position listed as a 700,000 share holding in Grupo Aval Acciones y Valores Sponsored ADS.
