Truffle Hound Capital’s Gulf Island Fabrication GIFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-320,884	Closed	-$3.84M	–	56
2025 Q4	$3.84M	Buy	320,884 +70,884	+28%	+$713K	1%	24
2025 Q3	$1.75M	Buy	250,000 +74,953	+43%	+$524K	0.49%	34
2025 Q2	$1.16M	Buy	+175,047	New	+$1.15M	0.3%	40

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

Truffle Hound Capital sold out of Gulf Island Fabrication (GIFI) in Q1 2026, closing a stake of 320,884 shares — an estimated $3.84M sold.

Truffle Hound Capital first reported a position in GIFI in Q2 2025 and held it in 3 quarters. The position peaked at $3.84M in Q4 2025. 0 funds tracked by Wall St. Rank hold GIFI as of Q1 2026.

Truffle Hound Capital reported no remaining Gulf Island Fabrication position as of Q1 2026 after selling out during the quarter.
Truffle Hound Capital sold 320,884 Gulf Island Fabrication shares in Q1 2026, an estimated $3.84M.
Truffle Hound Capital first reported a position in Gulf Island Fabrication in Q2 2025 and held it in 3 quarters.
Truffle Hound Capital's Gulf Island Fabrication position peaked at $3.84M in Q4 2025.
0 funds tracked by Wall St. Rank held Gulf Island Fabrication as of Q1 2026.

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