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THC
MGIC
Truffle Hound Capital’s
Magic Software Enterprises
MGIC
Stock Holding History
Truffle Hound Capital’s Portfolio
MGIC Stock Details
MGIC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-178,296
Closed
-$3.41M
–
63
2025
Q2
$3.41M
Sell
178,296
-121,704
-41%
-$1.83M
2.25%
21
2025
Q1
$3.9M
Sell
300,000
-130,000
-30%
-$1.66M
2.5%
23
2024
Q4
$5.17M
Buy
+430,000
New
+$4.96M
3.1%
14
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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