Truffle Hound Capital’s Heritage Global HGBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Hold	1,100,000	–	–	0.28%	44
2026 Q1	$1.5M	Hold	1,100,000	–	–	0.39%	42
2025 Q4	$1.36M	Hold	1,100,000	–	–	0.36%	42
2025 Q3	$1.83M	Buy	1,100,000 +179,843	+20%	+$360K	0.51%	33
2025 Q2	$2.04M	Buy	920,157 +270,157	+42%	+$566K	0.52%	32
2025 Q1	$1.42M	Hold	650,000	–	–	0.51%	43
2024 Q4	$1.2M	Buy	+650,000	New	+$1.1M	0.42%	41

Other funds holding HGBL

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

MCM

Militia Capital Management Austin, Texas $3.37B AUM

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

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

Ridgewood Investments Springfield, New Jersey $267M AUM

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

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

Truffle Hound Capital held its Heritage Global (HGBL) position steady in Q2 2026 at 1,100,000 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #44.

Truffle Hound Capital first reported a position in HGBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2025. 36 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

Truffle Hound Capital held 1,100,000 shares of Heritage Global worth $1.33M as of Q2 2026.
Truffle Hound Capital left its Heritage Global share count unchanged in Q2 2026.
Heritage Global made up 0.28% of Truffle Hound Capital's portfolio in Q2 2026, its #44 holding.
Truffle Hound Capital first reported a position in Heritage Global in Q4 2024 and has held it in 7 quarters since.
Truffle Hound Capital's Heritage Global position peaked at $2.04M in Q2 2025.
36 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

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