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 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 $7.34B AUM 183.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Truffle Hound Capital increased its Smart Sand (SND) stake by 100% in Q1 2026, buying an estimated $991K and bringing the position to 440,000 shares worth $2.25M. The position accounts for 0.58% of the portfolio, ranked #36.

Truffle Hound Capital first reported a position in SND in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold SND as of Q1 2026.

Truffle Hound Capital held 440,000 shares of Smart Sand worth $2.25M as of Q1 2026.
Truffle Hound Capital bought 220,000 Smart Sand shares in Q1 2026, an estimated $991K.
Smart Sand made up 0.58% of Truffle Hound Capital's portfolio in Q1 2026, its #36 holding.
Truffle Hound Capital first reported a position in Smart Sand in Q4 2025 and has held it in 2 quarters since.
83 funds tracked by Wall St. Rank held Smart Sand as of Q1 2026.

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