THC
GPMT

Truffle Hound Capital’s Granite Point Mortgage Trust GPMT Stock Holding History

Truffle Hound Capital’s Portfolio GPMT Stock Details GPMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$531K Sell
366,274
-33,726
-8% -$64.9K 0.14% 51
2025
Q4 		$960K Hold
400,000
– – 0.25% 47
2025
Q3 		$1.2M Hold
400,000
– – 0.34% 42
2025
Q2 		$988K Buy
+400,000
New +$898K 0.25% 45

Other funds holding GPMT

GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Truffle Hound Capital reduced its Granite Point Mortgage Trust (GPMT) stake by 8.4% in Q1 2026, selling an estimated $64.9K and leaving 366,274 shares worth $531K. The position accounts for 0.14% of the portfolio, ranked #51.

Truffle Hound Capital first reported a position in GPMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 87 funds tracked by Wall St. Rank hold GPMT as of Q1 2026.

  • Truffle Hound Capital held 366,274 shares of Granite Point Mortgage Trust worth $531K as of Q1 2026.
  • Truffle Hound Capital sold 33,726 Granite Point Mortgage Trust shares in Q1 2026, an estimated $64.9K.
  • Granite Point Mortgage Trust made up 0.14% of Truffle Hound Capital's portfolio in Q1 2026, its #51 holding.
  • Truffle Hound Capital first reported a position in Granite Point Mortgage Trust in Q2 2025 and has held it in 4 quarters since.
  • Truffle Hound Capital's Granite Point Mortgage Trust position peaked at $1.2M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q1 2026.

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