Truffle Hound Capital’s InfuSystem Holdings INFU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	128,629 -101,371	-44%	-$961K	0.27%	46
2026 Q1	$2.12M	Hold	230,000	–	–	0.55%	37
2025 Q4	$2.06M	Hold	230,000	–	–	0.54%	35
2025 Q3	$2.38M	Buy	230,000 +50,000	+28%	+$415K	0.67%	30
2025 Q2	$1.12M	Buy	+180,000	New	+$994K	0.29%	42

Other funds holding INFU

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

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

PAIM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

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

Truffle Hound Capital reduced its InfuSystem Holdings (INFU) stake by 44% in Q2 2026, selling an estimated $961K and leaving 128,629 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #46.

Truffle Hound Capital first reported a position in INFU in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q3 2025. 100 funds tracked by Wall St. Rank hold INFU as of Q2 2026.

Truffle Hound Capital held 128,629 shares of InfuSystem Holdings worth $1.24M as of Q2 2026.
Truffle Hound Capital sold 101,371 InfuSystem Holdings shares in Q2 2026, an estimated $961K.
InfuSystem Holdings made up 0.27% of Truffle Hound Capital's portfolio in Q2 2026, its #46 holding.
Truffle Hound Capital first reported a position in InfuSystem Holdings in Q2 2025 and has held it in 5 quarters since.
Truffle Hound Capital's InfuSystem Holdings position peaked at $2.38M in Q3 2025.
100 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q2 2026.

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