Truffle Hound Capital’s Friedman Industries FRD Stock Holding History

Truffle Hound Capital’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.75M	Sell	116,551 -33,449	-22%	-$791K	0.8%	23
2026 Q1	$2.66M	Hold	150,000	–	–	0.69%	33
2025 Q4	$3.07M	Hold	150,000	–	–	0.8%	27
2025 Q3	$3.28M	Hold	150,000	–	–	0.92%	25
2025 Q2	$2.48M	Buy	150,000 +45,082	+43%	+$732K	0.64%	26
2025 Q1	$1.56M	Buy	+104,918	New	+$1.64M	0.56%	40

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truffle Hound Capital's FRD Position: Q2 2026 in Review

Truffle Hound Capital reduced its Friedman Industries (FRD) stake by 22% in Q2 2026, selling an estimated $791K and leaving 116,551 shares worth $3.75M. The position accounts for 0.8% of the portfolio, ranked #23.

Truffle Hound Capital first reported a position in FRD in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold FRD as of Q2 2026.

Truffle Hound Capital held 116,551 shares of Friedman Industries worth $3.75M as of Q2 2026.
Truffle Hound Capital sold 33,449 Friedman Industries shares in Q2 2026, an estimated $791K.
Friedman Industries made up 0.8% of Truffle Hound Capital's portfolio in Q2 2026, its #23 holding.
Truffle Hound Capital first reported a position in Friedman Industries in Q1 2025 and has held it in 6 quarters since.
80 funds tracked by Wall St. Rank held Friedman Industries as of Q2 2026.

Based on Truffle Hound Capital's 13F filing for Q2 2026, filed 6 Aug 2026.