TRUFFLE HOUND CAPITAL, LLC
TRUFFLE HOUND CAPITAL, LLC runs TRUFFLE HOUND CAPITAL, LLC and currently holds 52 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $467.73M. Their top holdings are AMLP, EOG, PAGS, CF, SM. The top five represent 8.7% of reported portfolio weight. TRUFFLE HOUND CAPITAL, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRUFFLE HOUND CAPITAL, LLC initiated 8 new positions. They added to 1 existing position. They trimmed 6 positions. Their current best-performing preview position is ICLR with returns of +56.98%.
52 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AMLP ALPS ETF TR | 2.66% | $48.36 | $54.78 | +13.28% | Held |
EOG EOG RES INC | 1.87% | $138.52 | $153.04 | +10.48% | Added +68.75% |
PAGS PAGSEGURO DIGITAL LTD | 1.45% | $6.82 | $8.62 | +26.39% | Held |
CF CF INDUSTRIES HOLD | 1.39% | $108.26 | $129.57 | +19.68% | New Buy |
SM SM ENERGY COMPANY | 1.34% | $31.18 | $37.21 | +19.34% | Held |
EC ECOPETROL S A | 1.31% | $9.72 | $17.53 | +80.35% | Trimmed -21.82% |
BBD BANCO BRADESCO S A | 1.11% | $2.74 | $3.12 | +13.69% | Trimmed -11.76% |
SLB SLB LIMITED | 0.94% | $34.09 | $53.88 | +58.04% | Held |
STNE STONECO LTD | 0.93% | $9.70 | $9.36 | -3.51% | Held |
POOL POOL CORP | 0.92% | $214.90 | $187.98 | -12.53% | New Buy |
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