TRUFFLE HOUND CAPITAL, LLC

PrivateCIK: 1595862
Location

BETHESDA, MD

51
Positions
$385.99M
Total AUM (reported)
17.54M
Total Shares

Allocation by class

TOTAL AUM$385.99M51 positions
PUT$171.61M44.5%
COM$77.50M20.1%
CALL$51.18M13.3%
SPONSORED ADS$25.57M6.6%
COM CL A$13.16M3.4%
ALERIAN MLP$12.63M3.3%
CL A NEW$6.63M1.7%

Portfolio Concentration

Top 347.0%4–1018.4%11–2521.0%Rest13.6%TOP 1065.4%0%100%
Top 3$181.44M47.0%
4–10$71.03M18.4%
11–25$80.91M21.0%
Rest$52.61M13.6%

Top 3 weight

47.0%

Top 10 weight

65.4%

Voting Authority Distribution

Total shares with voting rights: 17.54M

Sole

Full voting authority

17.54M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
PUT
Shares200K
TypeSH
Market value$130.07M
33.70%
Sole
200K
Shared
0.00
None
0.00

ISHARES INC

SOLE
CALL
Shares700K
TypeSH
Market value$26.87M
6.96%
Sole
700K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
PUT
Shares400K
TypeSH
Market value$24.50M
6.35%
Sole
400K
Shared
0.00
None
0.00

ISHARES TR

SOLE
PUT
Shares300K
TypeSH
Market value$17.04M
4.41%
Sole
300K
Shared
0.00
None
0.00

ALPS ETF TR

SOLE
ALERIAN MLP
Shares240K
TypeSH
Market value$12.63M
3.27%
Sole
240K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
CALL
Shares500K
TypeSH
Market value$9.65M
2.50%
Sole
500K
Shared
0.00
None
0.00

ECOPETROL S A

SOLE
SPONSORED ADS
Shares550K
TypeSH
Market value$8.24M
2.14%
Sole
550K
Shared
0.00
None
0.00

KASPI KZ JSC

SOLE
SPONSORED ADS
Shares110K
TypeSH
Market value$8.15M
2.11%
Sole
110K
Shared
0.00
None
0.00

AMPLIFY ENERGY CORP NEW

SOLE
COM
Shares1.25M
TypeSH
Market value$7.80M
2.02%
Sole
1.25M
Shared
0.00
None
0.00

PAGSEGURO DIGITAL LTD

SOLE
COM CL A
Shares750K
TypeSH
Market value$7.51M
1.95%
Sole
750K
Shared
0.00
None
0.00

SM ENERGY COMPANY

SOLE
COM
Shares240K
TypeSH
Market value$7.48M
1.94%
Sole
240K
Shared
0.00
None
0.00

COMSTOCK HLDG COS INC

SOLE
CL A NEW
Shares350K
TypeSH
Market value$6.63M
1.72%
Sole
350K
Shared
0.00
None
0.00

BANCO BRADESCO S A

SOLE
SP ADR PFD NEW
Shares1.70M
TypeSH
Market value$6.21M
1.61%
Sole
1.70M
Shared
0.00
None
0.00

GRUPO AVAL ACCIONES Y VALORE

SOLE
SPONSORED ADS
Shares1.40M
TypeSH
Market value$6.16M
1.60%
Sole
1.40M
Shared
0.00
None
0.00

EOG RES INC

SOLE
COM
Shares40K
TypeSH
Market value$5.78M
1.50%
Sole
40K
Shared
0.00
None
0.00

STONECO LTD

SOLE
COM CL A
Shares400K
TypeSH
Market value$5.65M
1.46%
Sole
400K
Shared
0.00
None
0.00

OP BANCORP

SOLE
COM
Shares400K
TypeSH
Market value$5.32M
1.38%
Sole
400K
Shared
0.00
None
0.00

PETROLEO BRASILEIRO S A

SOLE
CALL
Shares250K
TypeSH
Market value$5.19M
1.34%
Sole
250K
Shared
0.00
None
0.00

SLB LIMITED

SOLE
CALL
Shares100K
TypeSH
Market value$5.14M
1.33%
Sole
100K
Shared
0.00
None
0.00

NCS MULTISTAGE HLDGS INC

SOLE
COM NEW
Shares80K
TypeSH
Market value$4.95M
1.28%
Sole
80K
Shared
0.00
None
0.00

SLB LIMITED

SOLE
COM STK
Shares95K
TypeSH
Market value$4.88M
1.26%
Sole
95K
Shared
0.00
None
0.00

AMREP CORP

SOLE
COM
Shares160K
TypeSH
Market value$4.50M
1.17%
Sole
160K
Shared
0.00
None
0.00

LEGACY ED INC

SOLE
COM
Shares350K
TypeSH
Market value$4.38M
1.14%
Sole
350K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
CALL
Shares40K
TypeSH
Market value$4.33M
1.12%
Sole
40K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares15K
TypeSH
Market value$4.31M
1.12%
Sole
15K
Shared
0.00
None
0.00
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