Truffle Hound Capital’s Smart Sand SND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-440,000	Closed	-$2.25M	–	62
2026 Q1	$2.25M	Buy	440,000 +220,000	+100%	+$991K	0.58%	36
2025 Q4	$880K	Buy	+220,000	New	+$622K	0.23%	48

Other funds holding SND

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

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

Truffle Hound Capital sold out of Smart Sand (SND) in Q2 2026, closing a stake of 440,000 shares — an estimated $2.25M sold.

Truffle Hound Capital first reported a position in SND in Q4 2025 and held it in 2 quarters. The position peaked at $2.25M in Q1 2026. 91 funds tracked by Wall St. Rank hold SND as of Q2 2026.

Truffle Hound Capital reported no remaining Smart Sand position as of Q2 2026 after selling out during the quarter.
Truffle Hound Capital sold 440,000 Smart Sand shares in Q2 2026, an estimated $2.25M.
Truffle Hound Capital first reported a position in Smart Sand in Q4 2025 and held it in 2 quarters.
Truffle Hound Capital's Smart Sand position peaked at $2.25M in Q1 2026.
91 funds tracked by Wall St. Rank held Smart Sand as of Q2 2026.

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