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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
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

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DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Truffle Hound Capital's FRD Position: Q1 2026 in Review

Truffle Hound Capital held its Friedman Industries (FRD) position steady in Q1 2026 at 150,000 shares worth $2.66M. The position accounts for 0.69% of the portfolio, ranked #33.

Truffle Hound Capital first reported a position in FRD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.28M in Q3 2025. 65 funds tracked by Wall St. Rank hold FRD as of Q1 2026.

  • Truffle Hound Capital held 150,000 shares of Friedman Industries worth $2.66M as of Q1 2026.
  • Truffle Hound Capital left its Friedman Industries share count unchanged in Q1 2026.
  • Friedman Industries made up 0.69% of Truffle Hound Capital's portfolio in Q1 2026, its #33 holding.
  • Truffle Hound Capital first reported a position in Friedman Industries in Q1 2025 and has held it in 5 quarters since.
  • Truffle Hound Capital's Friedman Industries position peaked at $3.28M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2026.

Based on Truffle Hound Capital's 13F filing for Q1 2026, filed 7 May 2026.