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Multilocus phylogenies reveal three new truffle-like taxa and the traces of interspecific hybridization in Octaviania (Boletaceae, Boletales)


Among many convergently evolved sequestrate fungal genera in Boletaceae (Boletales, Basidiomycota), the genus Octaviania is the most diverse. We recently collected many specimens of Octaviania subg. Octaviania, including several undescribed taxa, from Japan and the Americas. Here we describe two new species in subgenus Octaviania, O. tenuipes and O. tomentosa, from temperate to subtropical evergreen Fagaceae forests in Japan based on morphological observation and robust multilocus phylogenetic analyses (nrDNA ITS and partial large subunit [LSU], translation elongation factor 1-α gene [TEF1] and the largest subunit of RNA polymerase II gene [RPB1]). Based on specimens from the Americas as well as studies of the holotype, we also taxonomically re-evaluate O. asterosperma var. potteri. Our analysis suggests that O. asterosperma var. potteri is a distinct taxon within the subgenus Octaviania so we recognize this as O. potteri stat. nov. We unexpectedly collected O. potteri specimens from geographically widespread sites in the USA, Japan and Colombia. This is the first verified report of Octaviania from the South American continent. Our molecular analyses also revealed that the RPB1 sequence of one O. tenuipes specimen was identical to that of a closely related species, O. japonimontana, and that one O. potteri specimen from Minnesota had an RPB1 sequence of an unknown species of O. subg. Octaviania. Additionally, one O. japonimontana specimen had an unusually divergent TEF1 sequence. Gene-tree comparison and phylogenetic network analysis of the multilocus dataset suggest that these heterogenous sequences are most likely the result of previous inter- and intra-specific hybridization. We hypothesize that frequent hybridization events in Octaviania may have promoted the high genetic and species diversity found within the genus.


The Boletaceae (Boletales, Basidiomycota) is a large family that mostly consists of epigeous, mushroom-forming fungi. However, recent systematic studies have revealed a considerable number of sequestrate (i.e. truffle-like and secotioid) fungal lineages in the family that have evolved independently from boletoid mushrooms (e.g., Castellano et al. 2016; Desjardin et al. 2008, 2009; Lebel et al. 2012a, 2012b; Nuhn et al. 2013; Orihara et al. 2010, 2016a, 2016b; Orihara and Smith 2017; Smith et al. 2015, 2018; Sulzbacher et al. 2020; Vadthanarat et al. 2018; Wu et al. 2016). Although many sequestrate genera in Boletaceae comprise one or a few species, the genus Octaviania (orthographic variant: Octavianina), which belongs to the subfamily Leccinoideae (Wu et al. 2014), is exceptionally diverse and includes more than 25 truffle-like species (Orihara et al. 2012a; Paz et al. 2014, 2016).

The genus Octaviania is comprised of sequestrate, truffle-like species that have a marbled gleba and dextrinoid or non-amyloid basidiospores with coarse, conical to pyramidal ornamentation (Orihara et al. 2012a). Historically, the generic concept of Octaviania was unsettled and the genus was previously considered by some authors as a synonym of Arcangeliella (Russulaceae), Hydnangium (Hydnangiaceae). or Melanogaster (Paxillaceae). Pegler and Young (1979) provided evidence that Octaviania is distinct from those morphologically similar sequestrate genera and Orihara et al. (2012a) redefined the current generic concept of the genus. Orihara et al. (2012a) further divided the genus into three subgenera, Octaviania, Fulvoglobus, and Parcaea, based on multigene phylogenies and the morphology of basidiomata. Paz et al. (2016) reviewed the European species of Octaviania and critically examined the type species, O. asterosperma. They found that O. asterosperma s. str. has a pseudoparenchymatous peridium, which is one of the major characteristics of subg. Fulvoglobus. Accordingly, they concluded that the subg. Fulvoglobus introduced by Orihara et al. (2012a) should be synonymized with subg. Octaviania sensu Paz et al. (2016), and that the preceding subg. Octaviania sensu Orihara et al. (2012a) should be synonymized with subg. Mutabiles.

Octaviania subg. Octaviania sensu Paz et al. (2016), hereafter referred to as Octaviania subg. Octaviania, is characterized by cavities in the gleba filled with slightly viscid to dry, brown to blackish brown spore masses, and a peridium composed of inflated hyphae and isodiametric, pseudoparenchymatous cells. So far, the subgenus accommodates eight described species that are known only from the northern hemisphere (Orihara et al. 2012a; Paz et al. 2016). Orihara et al. (2012a) further suggested that there were at least two additional, taxonomically unsettled species (Octaviania sp. “E” from Japan and Octaviania sp. from North America). Since the publication of Orihara et al. (2012a), we have collected a number of additional specimens of O. subg. Octaviania from Japan, including the two species mentioned above. In addition, we collected basidiomes of O. subg. Octaviania from a Quercus humboldtii forest in Colombia, which constitutes the first known record of Octaviania s. str. from South America. Our primary objective is to clarify the phylogenetic and systematic positions of those taxonomically unsettled specimens in a robust phylogenetic framework. Here we propose two new species and one new taxonomic rank based on morphological observations and multilocus phylogenies. Furthermore, we found strong topological conflicts in some species of O. subg. Octaviania among gene trees. We therefore examined the cause of these conflicts using gene-tree comparisons and phylogenetic network analyses and discuss the possibility of inter- and intra-specific hybridization within the subgenus based on their ecology and phylogeography.


Taxon sampling and morphological observation

Fresh basidiomes were collected throughout Japan, from eastern North America, and from Colombia. All collecting sites were dominated by Fagaceae trees (i.e., Quercus, Castanopsis or Lithocarpus spp.). After morphological observation, the basidiomes were air-dried or freeze-dried and then stored in sterile plastic bags. These specimens are deposited in Kanagawa Prefectural Museum of Natural History, Japan (KPM), Ada Hayden Herbarium, Iowa State University (ISC), Bell Museum of Natural History Herbarium Fungal Collection, University of Minnesota (MIN), Farlow Herbarium, Harvard University (FH), Florida Museum of Natural History Fungal Herbarium, University of Florida (FLAS), and the Oregon State University Herbarium (OSC). Other specimens were also obtained from KPM, FLAS, ISC, OSC, and the University of Michigan Herbarium (MICH).

For microscopy, hand-cut sections of fresh or dried specimens were mounted in water, 3% KOH or lacto-glycerol. To determine amyloidity of basidiospores, dried material was stained with Melzer’s reagent. Basidiospore dimensions (range of spore length, from the hilar appendage to the spore tip × spore width), their standard deviations (SD) and the length to width ratio (Q) were determined based on 50 random measurements unless otherwise mentioned. The 95% prediction intervals of basidiospore diameter are shown without parentheses in taxonomic descriptions. Both endpoints of the spore dimensions are shown in parentheses, but when the value is the same as the 95% prediction interval, only the latter is shown. Measurements include the hilar appendage but not the spore ornamentation or pedicel. Basidium sizes are presented as the range of the lengths × the range of the widths. Scanning electron microscopy (SEM) was performed with the HITACHI TM-4000Plus Tabletop Microscope (Hitachi High-Technologies, Japan). Small fragments of a dried gleba were excised and immersed in 8% ionic liquid (1-ethyl-3-methyl-imidazolium tetrafluoroborate) for conductive treatment (Yanaga et al. 2012) and were observed at 10–15 kV.

DNA extraction, PCR amplification and sequencing

DNA was extracted from fresh or dried basidiomes using Indicating FTA Cards (Whatman International, Maidstone, UK) based on the protocol by Orihara et al. (2012a, 2012b). We also extracted genomic DNA from some basidiomes using the protocol of Izumitsu et al. (2012). PCR amplification of the ITS and the large subunit (LSU; 28S) of the nuclear ribosomal DNA (nrDNA), and TEF1 followed Orihara et al. (2012a). For RPB1 amplification, we used a newly designed primer set based on sequences of Boletaceae deposited in the International Nucleotide Sequence Databases (INSD). The new primers include forward primer RPB1-TO-Bf (5′- AAGGCYGATATYGTGAGTC - 3′), which is located in the intron A between domains A and B of RPB1, reverse primer RPB1-TO-Br (5′- GCTTTGATGATRTCYCC - 3′), and reverse primer RPB1-TO-Br2 (5′- ARGCYTTGATRATRTCYCC- 3′). Both of the reverse primers are located in the conserved (exon) domain C. These primer pairs target an 850–1100 bp amplicon which spans the region between primer RPB1-Bf (Nuhn et al. 2013) and primer RPB1-Cr (Matheny et al. 2002). The PCR amplification of RPB1 was performed using the following procedure: initial incubation at 95 °C for 10 min; subsequent step of 30 cycles at 94 °C for 30 s, 53 °C for 60 s, and 72 °C for 90 s, followed by 13 cycles at 94 °C for 30 s, 52 °C for 60 s, and 72 °C for 90 s; a final elongation step at 72 °C for 7 min. Unidirectional sequencing of the PCR products in the forward and reverse directions were completed according to Orihara et al. (2012a). Sequences were edited and assembled with Sequence Scanner v. 1.0 (Applied Biosystems, Foster City, CA, USA), BioEdit version 7.0.9 (Hall 1999) and SeaView version 4 (Galtier et al. 1996). A total of 178 newly obtained sequences were deposited in INSD (Table 1).

Table 1 Specimens and sequences used for the molecular phylogenetic analyses Sequences newly generated for this study are designated in bold. Specimens with an asterisk (*) correspond to the sequences with an asterisk in the same taxa. Specimens used only for supplementary nLSU phylogenetic analyses (Fig. S1) are designated with double asterisks (**)

Phylogenetic analyses

For the combined ITS-nLSU-TEF1-RPB1 dataset, we retrieved 170 sequences from INSD (Table 1). The sequences were carefully selected so that the dataset could represent all genera and subgenera in the subfamily Leccinoideae, which includes the genera Chamonixia, Leccinellum, Leccinum, Octaviania, Rossbeevera and Turmalinea (Orihara et al. 2016a). We selected Spongispora temasekensis, Spongiforma thailandica, Borofutus dhakanus, Tylocinum griseolum, Binderoboletus segoi, and Retiboletus spp. in subfamily Leccinoideae as outgroup taxa based on Henkel et al. (2016) and Wu et al. (2016, 2018). We only included specimens in our analysis whose nucleotide sequences covered more than 50% of the total length of the aligned, full ITS-nLSU-TEF1-RPB1 dataset to reduce a negative effect caused by the lack of sequences in the dataset (i.e., no less than 1802 bp in length in the concatenated 4-gene dataset). Accordingly, we could not include sequences of Ionosporus, Rhodactina, Pseudoaustroboletus and two of the polyphyletic clades of Leccinum in the Leccinoideae previously shown in Kuo and Ortiz-Santana (2020); i.e. the Leccinum talamancae and L. longicurvipes lineages. Similarly, several species of Octaviania, including O. asterosperma s. str. and O. arbucalensis, which belong to subg. Octaviania (Yang et al. 2006; Vadthanarat et al. 2018), were not included in the analyses due to insufficient number of DNA loci available from INSD. Instead, we prepared an additional single-gene nLSU dataset that included as many Octaviania species as possible available from INSD, including the type species O. asterosperma s. str. (Table 1). The ML analyses were conducted with RAxML 8.2.10 (Stamatakis 2014) under the GTR + I + G model. The BioNJ analyses were conducted with SeaView version 4 (Gouy et al. 2010). Sequence alignment was performed with the online version of MAFFT version 7 (Katoh and Standley 2013) under default settings (i.e., the alignment algorithm is automatically selected from FFT-NS-1, FFT-NS-2, FFT-NS-i or L-INS-i). Subsequently, the sites with obvious alignment errors were manually adjusted in SeaView version 4. We referred to the results of the GBlocks option in SeaView (Castresana 2000) to exclude ambiguously aligned sites. Accordingly, the longest part of the insert within the ITS2 region found in all known species of O. subg. Octaviania (Orihara et al. 2012a) was excluded from our analyses. Prior to the multigene analyses, we compared the BioNJ tree topologies among the ITS, nLSU, TEF1 and RPB1 datasets to see if there were any topological conflicts among the gene trees. Sequences that caused considerable topological conflicts (BioNJ bootstrap values ≥75%; 1000 replicates) among the four single-locus phylogenies were excluded from the multilocus analyses. Accordingly, RPB1 sequences of “Octaviania tenuipesnom. prov. KPM-NC 27968 (INSD acc. no.: MT868858) and “Octaviania potterinom. prov. KPM-NC 17828 (MT868837 & MT868838), that are proposed as new taxa in this study were omitted from the combined multilocus dataset. We subsequently concatenated the four datasets for the multilocus analyses. The ITS rDNA region was partitioned by ITS1 + ITS2 and 5.8S, and the TEF1 and RPB1 regions were partitioned by codons and introns, and best-fit likelihood models were estimated for each partition and nLSU with MrModeltest 2.3 (Nylander 2004).

Bayesian analyses were conducted with MrBayes 3.2 (Ronquist and Huelsenbeck 2003). Nucleotide substitution models for maximum likelihood (ML) analyses were selected by the Akaike Information Criterion (AIC) in jModeltest2 (Darriba et al. 2012; Guindon and Gascuel 2003). The GTR + I + G model was applied to ITS1 + ITS2, nLSU, the second codon of RPB1 and the first and third codons of TEF1; SYM + I for 5.8S rDNA; F81 + I for the second codon of TEF1; HKY + I for the first codon of RPB1; HKY + G for the third codon of RPB1; and HKY + I + G for the introns of TEF1 and RPB1. Bayesian posterior probabilities (PP) were estimated by the Metropolis-coupled Markov chain Monte Carlo method (Geyer 1991). In the multi-gene (ITS + nLSU + TEF1 + RPB1) analysis, two parallel runs were conducted with one cold and seven heated chains each for 4 M generations. The parameter for temperature of the seven heated chains in both runs was set to 0.10. The 0.10 heating scheme was used instead of the default 0.20 setting, because in previous phylogenetic studies on the Leccinoideae, the Markov chains with the 0.10 heating setting converged more smoothly and were less likely to become trapped at local optima (Orihara et al. 2016a; Orihara and Smith 2017). Trees were saved to a file every 1000th generation. We determined that the two runs reached convergence when the average standard deviation of split frequencies (ASDSF) was continuously lower than 0.01. The ASDSF was monitored every 5000 generations. We also verified the convergence by checking that the effective sample size (ESS) of each resulting statistic was sufficiently large (> 200). Trees obtained before reaching convergence were discarded as the burn-in, and the remaining trees were used to calculate a 50% majority consensus topology and to determine PP values for individual branches.

Maximum likelihood (ML) analyses were conducted with RAxML 8.2.10. The same partitioned datasets as those for the Bayesian analyses were used so that different α-shape parameters, GTR rates, and empirical base frequencies could be assigned to each partition. The best-fit ML tree was estimated under the GTRCAT+I model. The rapid bootstrap (BS) analysis was implemented with 1000 replicates.

The single-gene nLSU phylogenies that included all the representative species of Octaviania available from INSD were estimated using the ML and BioNJ methods. The ML analysis was conducted using RAxML 8.2.10, setting the substitution model to GTRCAT+I and the number of rapid BS replicates to 1000. The BioNJ analysis was done by SeaView version 4 with the number of BS replicates set to 1000.

To compare tree topologies and examine precise phylogenetic placement of our three target taxa in Octaviania subg. Octaviania, we further inferred ML gene trees from individual ITS, nLSU, RPB1, and TEF1 datasets of the subgenus using RAxML 8.2.10. The datasets were partitioned by genes for ITS (i.e., ITS1 + ITS2 and 5.8) and by codons for RPB1 and TEF1. The best-fit ML tree was estimated under the GTRCAT+I model. The rapid BS analysis was implemented with 1000 replicates.

Since the comparison of the four gene trees of Octaviania subg. Octaviania detected several heterogenous sequences in the RPB1 and TEF1 regions, we further conducted phylogenetic network analysis based on a smaller multilocus dataset to find the traces of reticulate evolution among infrageneric taxa in the subgenus Octaviania. The dataset for this analysis included 1–2 representative specimens for each species of the subgenus Octaviania. We selected specimens for which molecular data were available from all four DNA regions (i.e. ITS, nLSU, RPB1 and TEF1). The RPB1 sequences of “Octaviania tenuipesnom. prov. (MT868858 [KPM-NC 27968]) and “Octaviania potterinom. prov. (seq1: MT868837 [KPM-NC 17828; RH1181]), which were omitted in the multi-gene Bayesian and ML analyses discussed above, were included in the combined dataset for this analysis. The analysis was executed with SplitsTree 4 (Huson and Bryant 2006). Networks were constructed by the NeighborNet method using the “distance estimation to uncorrected P value” setting. The resultant networks were displayed with the EqualAngle algorithm (Dress and Huson 2004). Bootstrap analysis was then conducted with 1000 replicates.


Morphological evaluation of the north American species of Octaviania subgenus Octaviania

The phylogenetic analyses in Orihara et al. (2012a) explicitly showed that three specimens of Octaviania (KPM-NC 17827, KPM-NC 17828 and OSC 13925) from eastern North America (i.e. Iowa, Minnesota and Florida) formed a distinct clade within Octaviania subg. Octaviania but provided no taxonomic treatment of the unidentified taxon. We critically examined the morphology and habitat of the taxon and we compared it with the previously published literature on North American Octaviania species.

The overall macro-morphology, peridial structure and the basidiospore and basidia dimensions matched the original description of Octaviania asterosperma var. potteri Singer and Smith (Singer and Smith 1960), which was reported from Michigan, USA (see description of O. potteri below). We studied the holotype of O. asterosperma var. potteri (MICH 12376 [Potter 8898]) in MICH, which was well-preserved, but the cells of the peridium were collapsed. The basidiospore morphology matched that of the three North American specimens of Octaviania sp. (Table 2). We therefore identify the North American Octaviania species as O. asterosperma var. potteri. Below we propose a new status as O. potteri stat. nov.

Table 2 Comparison of basidiospore dimentions between holotype of O. asterosperma var. potteri and a recently collected North American specimen (KPM-NC 17827)

Phylogenetic placement of new taxa inferred from the multilocus phylogeny

The multilocus dataset comprised of ITS and LSU nrDNA, TEF1 and RPB1 sequences of the Leccinoideae consisted of 94 specimens and 3603 aligned nucleotide positions. The Bayesian inference reached convergence after ca. 1.38 M generations. Accordingly, we discarded the first 1400 trees in each parallel run, and the remaining 2601 trees in each run were summarized to approximate Bayesian posterior probabilities (PPs). ESS of all the model parameters were sufficiently large (> 200). The total arithmetic and harmonic mean of estimated marginal log likelihoods (lnL) for runs were − 27576.51 and − 27653.13, respectively. In the RAxML analysis, the final ML optimization of log likelihood was − 27424.085894. The overall topologies between the Bayesian and ML trees were nearly identical.

The resulting phylogenetic trees (Fig. 1) robustly recovered the known generic relationships within the Leccinoideae, some with higher statistical support than in previous studies (e.g., /Spongiforma-Borofutus-Tylocinum clade; Wu et al. 2016, /Leccinum-Leccinellum-Turmalinea-Rossbeevera clade: Wu et al. 2018; Orihara et al. 2016a; Kuo and Ortiz-Santana 2020). Octaviania sp. “E” (i.e. O. tenuipes sp. nov.) from Japan and O. asterosperma var. potteri from North America (i.e. O. potteri stat. nov.) were placed within Octaviania subg. Octaviania, as shown by Orihara et al. (2012a). A previously unknown species-level clade (O. tomentosa sp. nov.) was also placed within Octaviania subg. Octaviania.

Fig. 1

Maximum likelihood (ML) tree of the Leccinoideae inferred from the multilocus (ITS and LSU nrDNA, RPB1 and TEF1) dataset. Branches supported by both BS ≥ 75% and PP ≥ 0.97 and are depicted as thickened black lines. Branches supported by either BS ≥ 75% or PP ≥ 0.97 are shown as thickened gray lines. Statistical values below BS < 50% or PP < 0.90 are not shown. Holotype materials are designated with asterisks (*). Taxa outside of the core clade of Leccinoideae are used as outgroups

Specimens of O. tenuipes sp. nov. exhibited minimal infraspecific genetic divergence. In contrast, both O. potteri stat. nov. and O. tomentosa sp. nov. showed considerable genetic divergence among specimens. In the O. tomentosa clade, a specimen from Amami-oshima Island in the Ryukyu island chain, was genetically divergent from the other specimens from mainland Japan. In the O. potteri stat. nov. clade, the geographically isolated specimens from Hokkaido, Japan (KPM-NC 18032) and Colombia (HUA 222100) were nested among the North American specimens.

Although the generic type species, O. asterosperma, was not included in the multilocus phylogenies, the nLSU gene tree indicate that O. potteri stat. nov. is genetically distant from O. asterosperma var. asterosperma and it should be treated as a distinct taxon (Fig. S1; the lnL of the ML tree = − 3239.444877).

Comparison of single-gene tree topologies within Octaviania subgenus Octaviania

The four ML gene trees based on ITS nrDNA (ITS1-5.8S-ITS2), LSU nrDNA, RPB1 and TEF1 datasets were estimated with the final ML optimization of lnL of − 1806.362004, − 1975.613722, − 2139.994105 and − 2417.247141, respectively (Fig. 2). All of the species-level clades in subg. Octaviania except O. potteri stat. nov. were recovered in each tree with high bootstrap values.

Fig. 2

Comparison of four ML trees of O. subg. Octaviania based on ITS and LSU nrDNA, RPB1 and TEF1 datasets. Branches supported by BS ≥ 75% are depicted as thickened black lines. BS value below 50% are not shown. Specimens that have heterogeneous RPB1 or TEF1 sequences are depicted in coloured fonts. Octaviania potteri KPM-NC 17828 (RH1181) specimen had two highly heterogenous RPB1 sequences (i.e. “seq1” and “seq2”) as shown in red font

Interestingly, one O. tenuipes specimen collected from a Castanopsis sieboldii forest in Mt Tohken, Kagoshima Prefecture, Japan (KPM-NC 27968) had an identical RPB1 sequence to O. japonimontana, which was inferred to be sister to O. tenuipes in the RPB1 tree with moderate BS support. This result was confirmed by sequencing the RPB1 region of the specimen twice using different primer pairs. Furthermore, one O. potteri specimen from Minnesota, USA (RH1181; KPM-NC 17828) had at least two heterogeneous RPB1 sequences, one of which was apparently derived from O. potteri but another was remarkably divergent from the other O. potteri sequences. The ML phylogeny showed that the divergent sequence from the RH1181 specimen forms its own clade and is an unknown species-level lineage that is sister to O. kobayasii (Fig. 2). It should also be noted that the TEF1 sequence of a O. japonimontana specimen from the Tanzawa mountains, Kanagawa Prefecture (KPM-NC 27623; Fig. 4g) was remarkably divergent from the other O. japonimontana sequences (i.e., the TEF1 identity between the two specimens from the Tanzawa moutains [KPM-NC 27622, 27623] was 98.96% [1051/1060 bp]) despite the high sequence homogeneity of O. japonimontana in the other three regions. For comparison, the TEF1 sequence identity between O. tenuipes (INSD, acc. no. MT874813) and O. durianelloides (MT874817) was 98.65% (1094/1109 bp).

Network analysis based on the multilocus dataset of subgenus Octaviania

The network analysis of the multilocus dataset supported the O. tenuipes specimen with the RPB1 sequence of O. japonimontana (KPM-NC 27968; Fig. 2) as an intermediate lineage between O. tenuipes and O. japonimontana, showing a high degree of reticulation in the tree (Fig. 3). This relationship was supported with high bootstrap values (86.8–100%). On the other hand, no other clear reticulations suggest recent hybridization among species in subg. Octaviania.

Fig. 3

Phylogenetic network of the combined multilocus (ITS and LSU nrDNA, RPB1 and TEF1) dataset of O. subg. Octaviania constructed by the NeighborNet method and displayed with the EqualAngle algorithm (Dress and Huson 2004). BS values below 50% are not shown. Holotype materials are designated with asterisks (*)


Based on our morphological studies and phylogenetic results (Fig. 1), we describe two new species, O. tenuipes and O. tomentosa, from Japan. The multilocus phylogenetic analyses also strongly support O. potteri stat. nov. as sister to O. hesperi in O. subg. Octaviania (Fig. 1). Furthermore, our nLSU gene tree shows that O. potteri stat. nov. is phylogenetically distant from O. asterosperma var. asterosperma (Fig. S1). We conclude that the taxon previously considered as O. asterosperma var. potteri is a distinct species from O. asterosperma s. str., and we propose a new status, Octaviania potteri, for thistaxon.

We are aware of the work by Kuo and Ortiz-Santana (2020) that proposed the synonymy of the sequestrate genera Octaviania, Chamonixia, Turmalinea, and Rossbeevera within a broadly circumscribed genus Leccinum While their phylogenetic analyses resolved monophyletic clades for all of these sequestrate genera, several other major clades of epigeous Leccinoideae were otherwise poorly resolved. Based on the lack of resolution in their phylogenetic trees and the uncertainty that remains about the evolutionary relationships within the Leccinoideae, we opt to retain the sequestrate genus names Octaviania, Chamonixia, Rossbeevera, and Turmalinea. We acknowledge that these sequestrate taxa belong to the Leccinoideae but feel that synonymy with Leccinum is premature, results in the loss of information, and does little to clarify the taxonomy and phylogeny of this group. In our multilocus phylogeny, some relationships within Leccinoideae clades that were unresolved in Kuo and Ortiz-Santana (2020) were resolved with high statistical support (i.e., ML BS ≥ 75% and PP ≥ 0.97; Fig. 1). For example, phylogenetic placement of the core clade of Leccinum (i.e. Leccinum s.str.) was not resolved in Kuo and Ortiz-Santana (2020), whereas our phylogeny supported Leccinum s. str. as sister to the clade comprised of Leccinellum s. str., two undefined leccinoid clades, Rossbeevera, and Turmalinea (Fig. 1). Our phylogeny also supported monophyly of the Leccinellum s. str. clade, which was not strongly supported in Kuo and Ortiz-Santana (2020). However, we could not include two independent clades, Leccinum talamancae and L. longicurvipes, whose phylogenetic positions within the Leccinoideae remained uncertain. Our results suggest that we need to further address the phylogeny and systematics of Leccinoideae before lumping together all the well-defined epigeous and sequestrate genera into one large and broadly circumscribed genus. We will wait to determine a final taxonomic scheme for the sequestrate genera until a more highly resolved phylogeny becomes available that provides appropriate insight into this group.

Octaviania tenuipes Orihara, sp. nov.

MycoBank MB 836874

(Fig. 4a–f)

Fig. 4

a–f Octaviania tenuipes. a Basidiomata (holotype [KPM-NC 27972]). b Basidiospores under SEM (holotype). c Basidiospores mounted in water (KPM-NC 27957). d Basidiospores with elongated ornamentation mounted in lactic acid after pre-soaking in 3% KOH (holotype). e Basidia (arrows) and basidiospores mounted in 3% KOH after staining with 1% phloxine (holotype). f Peridium (holotype). g Basidiomata of O. japonimontana (KPM-NC 27623). Topological comparison among gene trees reveals that this specimen has a remarkably divergent TEF1 sequence from those of other O. japonimontana specimens (Fig. 2). Scale bars: a, g = 1 cm, b = 10 μm, c–e = 20 μm, f = 50 μm

Synonym: Octaviania sp. “E” Orihara et al., Persoonia 28: 104 (2012); as “nom. prov.”.

Etymology: Latin, tenuis (slender) and pes (foot, stipe), referring to the slender stipe (sterile base) of the species, which is unique in the genus.

Diagnosis: Morphologically similar to some species in Octaviania subg. Octaviania, but is distinguished by the combination of the following characteristics: soft, whitish basidiomata with a more or less developed stipe sometimes exceeding 10 mm long at the base; a thin peridium that is mostly less than 0.5 mm thick; basidiospores 9.3–(9.5–)13.3(− 15) × (8.4–)8.5–11.3(− 11.5) μm with acute pyramidal spines that have one simple cavity inside.

Type: Japan: Miyazaki Pref.: Aya Town, under Castanopsis sieboldii, 26 Nov. 2012, T. Orihara & S. Kurogi (KPM-NC 27972 – holotype).

Description: Basidiomata sequestrate, to 21 mm diam, soft, depressed-globose or reniform; surface smooth or slightly floccose, white at first, becoming dirty white to light yellowish brown at maturity, turning immediately wine red when immature specimens are touched, immediately blue when mature specimens are touched, gradually oxidizing further to black, with a more or less developed stipe that sometimes exceeds 10 mm long, becoming conspicuously slender at the bottom. Peridium mostly less than 0.5 mm thick. Gleba whitish in youth, then becoming brown and finally blackish brown, somewhat watery, composed of darker-coloured locules filled with basidiospores and whitish mycelial veins. Stipe (sterile base) well developed compared to other typical species of the genus, often with some subhyaline spots inside, occasionally turning red (in immature basidiomata) or blue (in mature basidiomata) when cut. Odour fragrant.

Basidiospores 9.3–(9.5–)13.3(− 15) × (8.4–)8.5–11.3(− 11.5) μm, mean 11.3 × 9.9 μm (SD: 1.00 [length], 0.67 [width]), subglobose to broadly ellipsoid (Q = 1–1.42, Qm = 1.14), light yellowish brown to brown, covered with coarse, acute, pyramidal spines 1.1–3.3 μm high and 1–4.5 μm wide with a single, simple cavity inside; spore walls 1–1.6 μm thick. Basidia 21–32 × 8–14 μm, mean 26 × 11.1 μm, clavate, hyaline, 2-, 3- or 4-spored. Hymenium present but poorly developed, comprised of basidia and basidioles. Subhymenium absent; basidia connected to branched filamentous hyphae directly extending from trama. Trama hyaline, of subparallel to loosely interwoven, non-inflated, thin-walled (to 0.8 μm) filamentous hyphae 2–9 μm broad. Peridium mostly 100–400 μm, sometimes to 650 μm thick, of densely interwoven, often inflated filamentous hyphae 2–17 μm broad when immature, gradually inflated with age up to 40 μm diam, becoming pseudoparenchymatous cells at maturity; walls 0.5–1.2 μm thick; outermost hyphae pigmented brown to fuscous, somewhat narrower, up to 10 μm broad, but not forming a distinct layer. Stipe (sterile base) of compactly interwoven, hyaline, thin-walled, inflated hyphae 3–22 μm broad, partially intermingled with large, irregular-shaped, pseudoparenchymatous cells to 60 μm in diam, walls 0.5–1.3 μm thick. Clamp connections absent in all tissues.

Habitat, distribution, and seasonality: Hypogeous or subhypogeous under evergreen Fagaceae; widely distributed throughout Japan; spring to early summer and autumn to early winter.

Other specimens examined: Japan: Tokyo Met., Hachioji City, Mt Takao, 7 Sep. 2015, M. Nakajima (KPM-NC 28187); Hachijo Island, Hachijo Town, along Boh-ei Rd., under Castanopsis sieboldii, 31 Oct. 2003, H. Sasaki 257 (KPM-NC 28191); ibid, H. Sasaki 261 (KPM-NC 28192); Hachijo Island, Hachijo Town, Mitsune, Kamogawa Forestry Rd., under C. sieboldii, 15 Jul. 2015, A. Hosono (KPM-NC 27958); Hachijo Island, Hachijo Town, Ohkagoh, under C. sieboldii, 26 Apr. 2017, T. Orihara (KPM-NC 26008); ibid, 29 Jun. 2003, H. Sasaki 157 (KPM-NC 28190); ibid, 2 Jul. 2005, H. Sasaki 567 (KPM-NC 28193); Chiba Pref., Katsuura City, Okitsu, under Lithocarpus edulis, 8 May 2016, T. Kasuya (KPM-NC 27956); Kanagawa Pref., Hakone Town, Hakone-yumoto, Soh-un Park, under C. sieboldii, 2 Oct. 2016, T. Orihara (KPM-NC 27957); Odawara City, Iryuda, near Myoriki-ji Shrine, under C. sieboldii, 1 Dec. 2016, M. Nakajima (KPM-NC 25370); Miyazaki Pref., Miyazaki City, Tano-cho-otsu, Tano Forest Science Station, Miyazaki Univ., under C. cuspidata and Quercus glauca, 22 Nov. 2012, T. Orihara (KPM-NC 27960); Nichinan City, Inohae Valley, 23 Nov. 2012, T. Orihara (KPM-NC 27965); ibid, under Q. gilva and Q. salicina (KPM-NC 27964); Kagoshima Pref., Tarumizu City, Mt. Tohken, under C. sieboldii, 24 Nov. 2012, T. Orihara (KPM-NC 27968); Kimotsuki-gun Minamiosumi Town (the former Sata Town), Nishikata, under C. sieboldii, 30 Nov. 2003, H. Sasaki 306 (KPM-NC 28405); ibid, H. Sasaki 308 (KPM-NC 28406); ibid, H. Sasaki 309 (KPM-NC 28407); ibid, H. Sasaki 310 (KPM-NC 28408); ibid, H. Sasaki 311 (KPM-NC 28409); ibid, H. Sasaki 312 (KPM-NC 28410); Kimotsuki-gun Minamiosumi Town (the former Sata Town), near Kaitaku-iriguchi bus stop, under C. sieboldii and Q. glauca, H. Sasaki 317 (KPM-NC 28411); Tanegashima Isl., Nishino-omote City, Anjoh, Ohno Forestry Rd., along Ohkawada River, under C. sieboldii and Q. glauca, 8 Dec. 2015, T. Orihara (KPM-NC 24889); Nishino-omote City, Furuta under Lithocarpus edulis, 28 Nov. 2003, H. Sasaki 301 (KPM-NC 28404); ibid, under C. sieboldii, 8 Dec. 2015, T. Orihara (KPM-NC 24891); Tanegashima Isl., Minamitane Town, Nakanoshita, near Shimonakahachiman Shrine, under Castanopsis sieboldii, Quercus phillyraeoides and Lithocarpus edulis, 28 Nov. 2003, H. Sasaki 294 (KPM-NC 28401); ibid, H. Sasaki 295 (KPM-NC 28402); Tanegashima Isl., Nakatane Town, Masuda, near Tanegashima Airport, 28 Nov. 2003, H. Sasaki 298 (KPM-NC 28403); Amami-oshima Isl., Yamato-son, north-eastern foot of Mt Yuwan, umder C. sieboldii subsp. lutchuensis, 17 Nov. 2007, T. Orihara (KPM-NC 17813).

Remarks: Orihara et al. (2012a) tentatively described O. tenuipes as “Octaviania sp. E” because, at that time only one collection of an immature basidiome had been examined and the morphology of the new species was not sufficiently known. This species has now been recorded from subtropical to temperate regions in Japan, associated with Castanopsis, Lithocarpus and evergreen Quercus [= Cyclobalanopsis] tree species. Morphologically, O. tenuipes tends to have a rather slender and well-developed stipe compared to the other species of Octaviania. Octaviania japonimontana, which is phylogenetically close to O. tenuipes, is somewhat similar morphologically, but O. japonimontana occurs in deciduous Fagaceae forests (with Q. crispula and Fagus spp.) and tends to have basidiomes with thicker peridia and a more rubbery texture. However, these differences are sometimes inconspicuous so molecular methods are sometimes necessary to confirm the species identification. Another closely related species, O. durianelloides, also resembles O. tenuipes when the basidiomata are immature. However, at maturity the basidiomes of O. durianelloides have conspicuous brown scales or warts on the surface, which is unique in the genus.

Octaviania tomentosa Orihara, sp. nov.

MycoBank MB 836875

(Fig. 5)

Fig. 5

Octaviania tomentosa. a–b Basidiomata (a holotype from central Honshu, Japan [KPM-NC 27954]; b specimen from Amami-oshima Island, Japan [KPM-NC 23934]). c Basidiospores under SEM (holotype). d section of a basidiospore showing multiple slit-like cavities inside the spiny ornaments. e Basidiospores mounted in water (KPM-NC 27945). f Dextrinoid basidiospores with elongated ornamentation mounted in lactic acid after pre-soaking in Melzer’s reagent (KPM-NC 23934). g Basidiospores connected to 4-spored basidia (arrows; KPM-NC 27955). h Peridium of an immature basidiome (KPM-NC 27955). i Peridium of a mature basidiome (KPM-NC 27953). Scale bars: ab = 1 cm, c, ef = 10 μm, d = 5 μm, g, i = 20 μm, h = 50 μm

Etymology: Latin, tomentosa (felty or cottony), referring to the tomentose surface of the basidiomata.

Diagnosis: Distinguished from other Octaviania species in the combination of the following characteristics: small, soft, felty to tomentose, white to dirty white basidiomata to 15 mm diam; peridium usually very thin (mostly 70–250 μm thick), composed of filamentous hyphae and isodiametric cells with thin cell-walls (to 0.8 μm thick); and basidiospores 10.2–(11–)14.4(− 15) × 8.6–(8.8–)12.6(− 13.2) μm, with acute or sometimes curled, pyramidal spines that have a few slit-like cavities inside.

Type: Japan: Ibaraki Pref.: Kasama City, Mt Sashiro, under Quercus myrsinifolia, 9 Sep. 2018, M. Ohmae & T. Orihara (KPM-NC 27954 – holotype).

Description: Basidiomata sequestrate, to 15 mm diam, soft, subglobose, depressed-globose or reniform; surface felty to tomentose, white to dirty white, not becoming yellowish or brownish with age, turning blue or bright red when touched or injured; immature basidiomata tending to turn red rather than blue where touched, after exposure gradually turning black; stipe short, not exceeding 3 mm long, with white rhizomorphs. Peridium usually less than 0.25 mm, occasionally up to 0.4 mm, context white, showing the same pattern of discoloration as the peridial surface. Gleba beige in youth, becoming brown at maturity, somewhat watery, particularly in young basidiomata, composed of locules filled with yellowish brown to brown basidiospores and whitish mycelial veins, typical of the genus. Stipe (sterile base) context white, sometimes with some subhyaline spots inside. Odour fragrant, fruity at maturity.

Basidiospores 10.2–(11–)14.4(− 15) × 8.6–(8.8–)12.6(− 13.2) μm, mean 12.3 × 10.6 μm (SD: 1.01 [length], 0.96 [width]), subglobose to broadly ellipsoid (Q = 1.04–1.34, Qm = 1.16), light yellowish brown to ochraceous brown, covered with coarse, acute, sometimes curled, large pyramidal spines 1.6–3.3 μm high and 1.5–4.8 μm wide with a few slit-like cavities inside; spore walls 1.3–3 μm thick, with a long pedicel 6–15.5 × 1.5–2.2 μm at the base. Basidia 26–39 × 9–14 μm, mean 32.1 × 11.1 μm, clavate, colourless, 4-, 2- or more rarely 3-spored. Subhymenium not well developed. Basidia and basidioles randomly extending from hyphae in tramal plates. Tramal plates 15–80 μm thick, of parallel, colourless, thin-walled (to 0.6 μm) filamentous hyphae 2.5–7 μm broad. Peridium usually 70–250 μm thick, context to 180 μm thick, colourless, of interwoven, septate, thin-walled (to 0.6 μm) filamentous hyphae approximately 3–8 μm broad when immature, cells becoming swollen and isodiametric (to 25 μm diam) so that peridial tissue is pseudoparenchyma by maturity; the mature cell walls up to 0.8 μm thick; peridiopellis thin, to 100 μm across, pigmented yellow-brown, surface turf-like but fragile and easily crushed, of interwoven filamentous hyphae or inflated cells almost the same size as those of inner context (to 25 μm diam). Stipe (sterile base) of compact, interwoven, partially isodiametric, thin-walled (to 0.8 μm), hyaline hyphae 4–20 μm broad. Clamp connections absent in all tissues.

Habitat, distribution and seasonality: Hypogeous or subhypogeous under evergreen Fagaceae, found on Amami-oshima Island in the Ryukyu island chain and in eastern Honshu (Kanto region), Japan; summer to autumn.

Other specimens examined: JAPAN: Kanagawa Prefecture, Minami-ashigara City, Uchiyama, under Quercus myrsinifolia, 2 Nov. 2014, H. Yamashita (KPM-NC 25092); ibid, 4 July 2016, T. Orihara (KPM-NC 27945); ibid, 3 Sep. 2017, T. Orihara (KPM-NC 27955); ibid, 24 Sep. 2018, T. Orihara, KPM-NC 27946; ibid, 19 Jul. 2020, Y. Kaneko & T. Orihara (KPM-NC 28415); Ibaraki Pref., Kasama City, Mt. Sashiro, under Q. myrsinifolia, 22 Jul. 2017, M. Ohmae (KPM-NC 27953); Tochigi Pref., Sano City, Mt. Karasawa, under Castanopsis sieboldii, 24 Jul. 2016, M. Ohmae (KPM-NC 27952); ibid, 20 Jul. 2018, M. Ohmae (KPM-NC 27947); Shizuoka Pref., Suntoh District, Oyama Town, Ashigara Pass, 12 Jul. 2020, Y. Kaneko (KPM-NC 28416); ibid, 19 Jul. 2020, Y. Kaneko (KPM-NC 28412); ibid, Y. Kaneko & T. Orihara (KPM-NC 28413); ibid, Y. Kaneko (KPM-NC 28414); Kagoshima Pref., Amami-oshima Isl., Uken-son, Yuwan, umder C. sieboldii subsp. lutchuensis, 29 Jun. 2014, T. Orihara (KPM-NC 23934).

Remarks: This rare species has only been found in four sites in and around the Kanto region in Honshu and from one site in Amami-oshima Island in the Ryukyu island chain despite extensive long-term collecting of Octaviania spp. throughout Japan. These two disjunct areas are about 1200 km apart and the climate and vegetation are also quite different between the two areas (temperate evergreen forests on mainland Japan vs. subtropical forests in the Ryukyu Islands). The multilocus tree (Fig. 1) as well as the single-gene trees (Fig. 2) clearly show generic divergence between the two disjunct lineages. The specimen from Amami-oshima Island had a thicker peridium than the specimens from the Kanto region (ca. 150–400 μm thick in the Amami-oshima specimen vs. 70–250 um thick in specimens from Kanto). However, we treat these two lineages as infraspecific variation because of the lesser degree of genetic divergence compared to other species-level divergence in both the species tree and individual gene trees (Figs. 1 and 2). For instance, the sequence similarity of nLSU between the Amami-oshima specimen and the holotype from Honshu is 99.15% (935 bp / 943 bp), whereas the nLSU similarity between holotypes of O. yaeyamaensis and O. etchuensis, which are genetically the least divergent species within subgenus Octaviania, is 98.31% (875 bp / 890 bp). In addition, we cannot infer the potential mating incompatibility between these geographically isolated, but uncultured specimens.

Octaviania tomentosa morphologically resembles O. hesperi in the relatively small, whitish basidiomes. However, O. hesperi is distinguished from O. tomentosa by its slightly larger basidiospores with lower Q values (10–15.6(− 18.2) × 9.4–(9.9–)14.8(− 17.8) μm, mean 12.8 × 12.1 μm; Q = 0.96–1.15). Octaviania hesperi also has larger pyramidal spore ornamentation (2–(2.1–)3.6(− 4) × 1.3–(1.7–)5.4(− 5.7) μm) with multiple, irregularly shaped slits inside (Orihara et al. 2012a). The felty to tomentose surface of the O. tomentosa basidiomes is also a distinguishing character that is absent among any of the phylogenetically related species in O. subg. Octaviania.

Octaviania potteri (Singer & A.H. Sm.) Orihara, Healy, M.E. Sm., stat. nov.

MycoBank MB 836876

(Fig. 6)

Fig. 6

Octaviania potteri. a–c Basidiomata (a FH 00284311 [RH30; duplicate: KPM-NC 17827] from Iowa, USA; b KPM-NC 18032 from Hokkaido, Japan; c HUA 222100 from Cundinamarca Province, Colombia). d–f Basidiospores mounted in water (d KPM-NC 17827 [RH30]; e KPM-NC 17828 [RH1181; a potential hybrid specimen between O. potteri and a closely related unknown species]; f holotype [MICH 12376]). g Basidiospores mounted in lacto-glycerol after pre-soaking in 3% KOH and water (MES807 [FLAS-F-66548]). h Basidiospores under SEM (FLAS-F-62022). i Peridium (MES807 [FLAS-F-66548]). Scale bars: a, c = 1 cm, b = 5 mm, dh = 10 μm, i = 50 μm

Basionym: Octaviania asterosperma var. potteri Singer & A.H. Sm., Mem. Torrey Bot. Club 21 (3): 10 (1959).

Type: USA: Michigan: Ithaca, Gratiot, Schovence’s Woods on exposed soil along a logging road in rich heavy soil (mud), 17 Sep. 1949, V. Potter 8898 (MICH 12376 – holotype).

Description: Basidiomata sequestrate, mostly 8–20 mm diam, firm, rubbery, subglobose, depressed-globose or reniform; surface smooth or floccose to minutely scaly, white at first then becoming ochraceous at maturity, initially turning red or sometimes greenish blue at the base when touched or injured, gradually turning black. Peridium varying in thickness, mostly not exceeding 0.8 mm thick; context white, showing the same pattern of discoloration as the peridial surface. Gleba brown at maturity, finally becoming blackish brown, composed of locules filled with brown basidiospores and whitish mycelial veins, typical of the genus. Stipe (sterile base) rudimentary to pulvinate, white, with white rhizomorphs at base. Odour fragrant at first, becoming pungent at maturity.

Basidiospores 9–13.4(− 14) × 7.6–12.3(− 13.2) μm, mean 11.2 × 9.9 μm (SD: 1.06 [length], 1.14 [width]), subglobose to broadly ellipsoid (Q = 1–1.42, Qm = 1.13), dextrinoid, light yellowish brown to ochraceous brown, covered with coarse, large pyramidal spines 1.6–3.4 μm high and 1.6–4.5 μm wide with a single slit-like cavity inside; spore walls 1.4–2.2 μm thick, with a pedicel up to 13 μm long at the base. Basidia 19–35 × 10–15.5 μm, clavate, mostly 2-spored, rarely 3- or 4-spored. Subhymenium not well developed. Tramal plates 30–200 μm thick, hyaline or light yellowish brown, of subparallel to interwoven, inflated, hyaline, filamentous hyphae 3–15 μm broad. Peridium 200–450 μm thick, context hyaline or light yellowish brown, yellow-brown near the surface, of interwoven, inflated filamentous hyphae 3–13 μm broad, pseudoparenchymatous cells to 45 μm diam at maturity; cell walls ca. 1 μm thick; peridiopellis very thin (to 60 μm thick) or absent in some parts, of partially inflated, septate, filamentous hyphae 3–7 μm broad subparallel to surface. Clamp connections absent in all tissues.

Habitat, known distribution and seasonality: Hypogeous or subhypogeous under species of Fagaceae; eastern North America (Canada [Quebec], USA [IA, IN, FL, MN, NC, WV]), East Asia (Japan [Hokkaido]), South America (Colombia); summer to autumn.

Other specimens examined: USA: Iowa: Boone Co., Ledges State Park, 20 Sep. 2007, under Quercus alba, R. Healy RH3 (FH 00284316); Emmet Co., Fort Defiance State Park, under Quercus rubra, Ostrya virginiana, Tilia americana, 26 Jul. 2000. R. Healy RH720 (ISC-F-0072478); Story Co., Ames, Inis Grove Park, under Q. alba, O. virginiana, T. americana, 18 Aug.1998, R. Healy RH234 (ISC-F-0072476); Ames, YMCA Woods, under Q. alba, 21 Sep. 1996, R. Healy (ISC-F-0072477); ibid, 25 Jul. 1997, R. Healy RH48 (ISC-F-0072479); ibid, 25 Aug. 1999, R. Healy RH555 (ISC-F-0072471); ibid, 9 Aug. 2000, R. Healy RH750 (ISC-F-0072473); ibid, 27 Aug. 2000, R. Healy RH782 (ISC-F-0072475); ibid, 27 Aug. 2007, R. Healy (FLAS-F-62023); ibid, 25 Sep. 2006, E. Braun and Mycology Class (ISC-F-0072472); ibid, 6 Sep. 2007, R. Healy RH30 (FH 00284311; duplicates in KPM-NC 17827 & FLAS-F-66562); Hickory Grove Park, on slope by man-made lake, under Quercus macrocarpa and T. Americana, 11 Aug. 2009, R. Healy (FLAS-F-62022); Van Buren Co., Lacey-Keosaqua State Park, under Q. alba and T. americana, 30 Jul. 2001, L. McCormick (ISC-F-0072474); Indiana, Fort Wayne, 7 Nov. 2014, K. Parker MES806 (FLAS-F-66547); ibid, K. Parker MES807 (FLAS-F-66548); Minnesota, Fillmore Co., Forestville State Park, in mixed oak woods, 5 Aug. 2009, E.G. McLaughlin RH973 (MIN 912630); ibid, 10 Jul. 2010, R. Healy RH1181 (KPM-NC 17828, duplicate in FLAS-F-66563); Rice Co., Nerstrand Big Woods State Park, in mixed oak woods, 8 Aug. 2009, R. Estell RH997 (MIN 912622); Washington Co., Afton State Park, in mixed oak woods, 27 Aug. 2009, R. Healy RH1017 (MIN912618); ibid, D.L. McLaughlin RH1018 (MIN912635); North Carolina, McDowell Co., along Blue Ridge Parkway near Mineral Museum, 21 Sep. 2003, T. Eliott Trappe 32742 (FLAS-F-66549); at junction of Jones and Onslow Co., Croatan National Forest, White Oak River, 17 Jul. 2007, T. Elliot MES801 (FLAS-F-66550); Florida, Wakulla Co., Skipper Bay road, St Marks NW refuge, under Pinus elliottii and Q. virginiana, 29 Dec. 2003, D. Mitchell & W. Roody DMEL04–18, Trappe 32178 (OSC 131925); West Virginia, Randolph Co., Stuarts Park, 19 Sep. 1999, K. St. Louis Trappe 25908 (FLAS-F-66551); McDowell Co., Bervind Wildlife Management Area, 11 Jul. 2002, D. Mitchell Trappe 27950 (FLAS-F-66773); CANADA: Quebec, Montreal, 13 Sep. 1991, F. Marzitelli Trappe 12445 (FLAS-F-66546); JAPAN: Hokkaido, Tomakomai City, near Kuchinashi-numa Pond, under Quercus crispula, 12 Sep. 2011, M. Ohmae (KPM-NC 18032); ibid, 21 Sep. 2012, K. Yamamoto & T. Orihara (KPM-NC 25043); COLOMBIA: Cundinamarca Province, Guacheta, Reserva Natural el Chaute o Robledal, Road from Guacheta to Raquira km 6, under Quercus humboldtii, 28 Feb. 2020, A. Corrales 1036 (HUA 222100).

Remarks: Octaviania potteri was originally described from a specimen from Michigan, USA (Singer and Smith 1960). North American specimens have been reported from Quebec province in Eastern Canada and six states in eastern North America (NA). However, this taxon has not previously been collected in western NA despite extensive truffle research in California and the Pacific Northwest (e.g. Gilkey 1954; Trappe and Castellano 2000; Trappe et al. 2009). Interestingly, this species shows a remarkable disjunct distribution between eastern North America, South America (Colombia) and East Asia (Japan) (Fig. 1). This is the broadest distributional range of any known Octaviania species. As far as we know, this is also the first record of Octaviania s. str. from South America. The dispersal mechanism of O. potteri individuals is worth future investigation from a phylogeographical viewpoint. Morphologically, it is difficult to characterize this species because most characters of the basidiomes are typical of other taxa in the subgenus Octaviania. However, the distinctive dextrinoid reaction of the basidiospores and the very thin peridiopellis (i.e. an outermost filamentous layer of the peridium) that is sometimes absent in patches are two features that are distinct compared to any of the closely related species.


Europe was considered the centre of biodiversity of Octaviania since the first description in 1831 (e.g., Hesse 1891; Pegler and Young 1979; Vittadini 1831), but Orihara et al. (2012a) revealed that this genus is also remarkably diverse in East Asia. Orihara et al. (2012a) also described 11 new species and one species that they provisionally named as “Octaviania sp. E”. Our study reinforces the high species diversity of Octaviania in East Asia by proposing two additional new species, O. tenuipes (i.e. “Octaviania sp. E”) and O. tomentosa. Our studies also revealed the new status of O. potteri, which was previously known only from eastern North America (Singer and Smith 1960) and is shown here to also occur in East Asia (Japan) and in South America (Colombia). Taking these new results into account, approximately half of the known species of Octaviania can be found in Japan (i.e. 14 species). In contrast, only four species are known from North America (Coker and Couch 1928; Orihara et al. 2012a; Singer and Smith 1960; Trappe and Castellano 2000) and approximately six species are currently recognized from Europe (Paz et al. 2016). These results suggest that Japan and the other regions of temperate East Asia are likely the centre of diversity for the genus Octaviania.

Notably, we also found that the distribution of O. potteri extends to a montane dry forest in Colombia dominated by the ectomycorrhizal host tree Quercus humboldtii. This is the first record of a true Octaviania from South America. Horak (1964) described Octaviania chilensis from Chile, but this species was later transferred to Stephanospora in Agaricales (Vidal 2004). Species of Octaviania subg. Octaviania are always associated with Fagaceae, and Colombian Q. humboldtii is considered to have migrated from Central America via the Isthmus of Panama in the Middle to Late Pleistocene (van der Hammen 1974). Thus, it is most likely that O. potteri migrated along with Q. humboldtii, the only oak species native to South America.

Generic relationships in the Leccinoideae, particularly among the genera Leccinum, Leccinellum, Chamonixia, Octaviania, Rossbeevera, and Turmalinea, have never been fully resolved with confidence in previous phylogenetic and systematic studies (e.g. Orihara et al. 2012a, 2016a; Wu et al. 2014, 2016). Kuo and Ortiz-Santana (2020) provided a large-scale, multilocus phylogeny that focused on epigeous Leccinum and Leccinellum species based on the nLSU, TEF1 and RPB2 regions. The resulting phylogenetic tree showed many polyphyletic clades of Leccinum and Leccinellum s. lat. within Leccinoideae and most of their phylogenetic relationships were unresolved. Accordingly, they synonymized the sequestrate genera Chamonixia, Octaviania, Rossbeevera, and Turmalinea, as well as epigeous Leccinellum, into a broadly circumscribed genus Leccinum In our study, we incorporated the RPB1 region into our multilocus dataset. The resulting trees provided robust phylogenetic support for most of the generic relationships in the Leccinoideae. The two exceptions were the lack of resolution in the branching pattern between Chamonixia and the other genera as well as the phylogenetic placement of some generic-level clades of epigeous Leccinoideae excluded from Leccinum and Leccinellum s. str. (i.e. Leccinellum albellum, L. quercophilum and Leccinum violaceotinctum; Fig. 1). This multilocus phylogeny also resolved most of the species-level relationships in Octaviania. This exemplifies the usefulness of RPB1 for phylogenetic studies on Leccinoideae and highlights the fact that our multilocus phylogeny shows promise for resolving the genus-level relationships within the Leccinoideae.

Interestingly, we found that some of the Octaviania specimens had heterogeneous RPB1 sequences compared to the other specimens of the same species. Comparison of the four single-gene tree topologies unexpectedly revealed that one O. tenuipes specimen (KPM-NC 27968) had an RPB1 sequence identical to O. japonimontana (Fig. 2). Furthermore, the RPB1 phylogeny showed that one O. potteri specimen from Minnesota (KPM-NC 17828; RH1181) was not placed within any of the known species-level clades in O. subg. Octaviania. Instead, this specimen formed a unique, phylogenetically distant branch (Fig. 2). These topological inconsistencies are best explained by interspecific hybridization between two closely related species.

Octaviania tenuipes consistently occurs in evergreen Quercus and Castanopsis forests in subtropical to temperate regions of Japan, whereas O. japonimontana occurs in deciduous Quercus and Fagus crenata forests in mountainous, temperate regions. The possible “hybrid” specimen between O. tenuipes and O. japonimontana (KPM-NC 27968) was collected in the Takakuma mountain range of Kyushu, Japan, which is known as a southern border of the distribution of F. crenata, the potential ectomycorrhizal host of O. japonimontana. Although we have not been able to find O. japonimontana in that mountain range, it is possible that the two closely related species inhabited the two adjacent vegetations and hybridized due to minimal putative reproductive barriers between the two species. This potential interspecific hybridization likely occurred recently because the “hybrid” O. tenuipes specimen (KPM-NC 27968) has a conserved RPB1 sequence of O. japonimontana (i.e. 100% identical to other O. japonimontana sequences). The hybrid nature of this specimen was also supported by the network analysis based on the combined dataset of the ITS, nLSU, RPB1 and TEF1 regions (Fig. 3). Stukenbrock (2016) summarized that when two allopatric, fungal species come into contact they more readily hybridized than sympatric species, referring to the case of Neurospora species (Turner et al. 2011). Leducq et al. (2016) clarified that one North American lineage in Saccharomyces paradoxus is an incipient, hybrid species resulting from secondary contact of two geographically isolated, allopatric lineages after the last glaciation. Similarly, Gladieux et al. (2011) showed that hybridization between two closely related European Microbotryum species tends to be induced by secondary contact following initial divergence in allopatry. Although genome-level genetic comparisons will be needed to verify a potential hybridization between O. tenuipes and O. japonimontana, our hypothesis of hybridization is supported by other cases of hybridization in fungi such as those discussed above.

Similarly, the heterogenous RPB1 sequence in the O. potteri specimen from Minnesota (KPM-NC 17828 [RH1181]) is likely the result of another interspecific hybridization between O. potteri and an unknown North American species within subg. Octaviania. So far, no such species closely related to O. kobayasii has been described, but our results strongly suggest that there is another undescribed species in this lineage from North America. We assume that this unknown Octaviania sp. is sympatric with O. potteri or at least they have bordering distributions somewhere in the upper Midwest of eastern North America. Further collecting surveys for truffle-like fungi in this region may confirm the existence of this unknown Octaviania species in the future.

In addition, the distinct intraspecific divergence between the O. japonimontana KPM-NC 26723 specimen and the other specimens in the TEF1 phylogeny could be an additional signature of past intraspecific hybridization (Figs. 2, 4g). This topological pattern is similar to that of O. potteri in the RPB1 phylogeny, although the genetic distance between the two lineages is less in the case of O. japonimontana. Therefore, it is likely that an unknown intraspecific lineage genetically distant to the core O. japonimontana clade exists or existed in the recent past around the habitat of the KPM-NC 26723 specimen. Geographically, the site where this specimen was collected was only about 250 m away from where another specimen (KPM-NC 26722) was collected on the same day, and we did not find any clear morphological differences between these specimens. Another possible cause of the topological differences is unusually accelerated molecular evolution of the KPM-NC 26723 specimen, but no such clear divergence was recognized in the other three DNA regions and the rate of divergence in the TEF1 tree seems stable in other species-level clades (Fig. 2). Therefore, accelerated evolutionary rates seems less likely than hybridization.

Intra- and inter-specific hybridization in fungi has been frequently documented in plant pathogens (e.g. Brasier et al. 1999; Depotter et al. 2016; Feurtey et al. 2019; Newcombe et al. 2000; Schardl and Craven 2003; Stukenbrock 2016), yeasts (e.g., Gostinčar et al. 2018; Kuehne et al. 2007; Leducq et al. 2016; Marcet-Houben and Gabaldón 2015) and morels (Morchella spp.) (Du et al. 2016, 2019, 2020) but has been rarely reported in mushroom-forming basidiomycetes (Anderson et al. 1980; Stenlid and Karlsson 1991). Orihara et al. (2016a) illustrated that the frequent topological incongruences among gene trees of the sequestrate bolete genus, Rossbeevera, which is closely related to Octaviania, were likely to be derived from intraspecific gene introgression as well as incomplete lineage sorting (ILS). As far as we know, however, the present study is the first case that demonstrated interspecific hybridization in sequestrate basidiomycetes based on molecular evidence. Given the multiple traces of introgression among intraspecific lineages shown by Orihara et al. (2016a) and the interspecific hybridization within Octaviania discussed here, sequestrate genera in the Leccinoideae may be less reproductively isolated when the two lineages have been ecologically isolated (e.g. there is therefore no need for reproductive isolation to reinforce species boundaries). The precise mechanism of these interspecific hybridizations has not been discovered and the ploidy of putative hybrid specimens should be examined based on genome-level comparisons and analyses of chromosomes. We nevertheless suppose that interspecific hybridization may have promoted high genetic diversity within the sequestrate genera of the subfamily Leccinoideae.


The multilocus phylogeny provided a robust phylogenetic framework of our study and revealed the phylogenetic placement of two new Octaviania species, O. tenuipes and O. tomentosa, collected from Japan. We also reclassified O. asterosperma var. potteri as an independent species, O. potteri stat. nov. This species exhibits an unusually broad range of distribution (i.e. North America, Japan, and Colombia), and this is the first record of Octaviania from South America. Comparison of the four single-gene tree topologies revealed remarkable topological inconsistencies within subgenus Octaviania, which are probably caused by inter- and intra-specific hybridization between two phylogenetically closely related lineages. Thus, we consider that these hybridization promote the high genetic and species diversity of Octaviania. Further genomic comparison among closely related species and precise population genetics will enlighten the speciation and diversification mechanisms within Octaviania and other sequestrate genera in the Leccinoideae.

Availability of data and materials

Nucleotide sequences generated for this study were deposited in INSD via NCBI GenBank website (Table 1). The full alignments of datasets for phylogenetic analyses were submitted to TreeBASE and they are available under the following URL:



Nuc rDNA internal transcribed spacer region


Nuc rDNA large subunit (28S) region

TEF1 :

Translation elongation factor 1-α gene

RPB1 :

The largest subunit of RNA polymerase II gene


The International Nucleotide Sequence Databases


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We sincerely appreciate Michael A. Castellano, Shuichi Kurogi, Yumiko Ohba, Joseph W. Spatafora, Kohei Yamamoto, Hiroaki Yamashita and Tatiana Sanjuan for supporting our field trips and facilitating our access to fungarium specimens. We also thank Redge Estell, Yoshinori Kaneko, Taiga Kasuya, Minoru Nakajima, Laura McCormick, David and Esther Mclaughlin, Muneyuki Ohmae, Hiromi Sasaki, Hikaru and Hitomi Yamashita for providing valuable specimens used for this study. We thank Patricia Rogers for her assistance with a loan of the holotype of Octaviania asterosperma var. potteri from MICH. Collecting in Colombia was done under Autoridad Nacional de Licencias Ambientales (ANLA) permit 0530 de 2014.

Adherence to national and international regulations

All the experiments and surveys undertaken in this study comply with the current laws of the country where they were performed. The authors declare that they have no conflict with Nagoya Protocol compliances.


This study was financially supported by JSPS KAKENHI Grant-in-Aid for Young Scientists (B) (nos. 17 K15184 and 25840149) and the Grant-in-Aid from Institute for Fermentation, Osaka (IFO). Matthew Smiths participation in this work was supported in part by the University of Florida’s Institute for Food and Agricultural Sciences (IFAS) and by the NIFA-USDA award FLA-PLP-005289 and McIntire-Stennis project 1011527. Matthew Smith also received support from the University of Florida Faculty Enhancement Opportunity award. Rosanne Healy’s participation was supported in part by an award from the Iowa Academy of Sciences, grants from the Iowa Department of Natural Resources, and The Minnesota Department of Natural Resources, and University of Florida IFAS.

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Takamichi Orihara designed the study, implemented the molecular analyses and wrote the manuscript of this paper with support from Matthew E. Smith and Rosanne Healy. Rosanne Healy collected O. potteri specimens from NA and examined the holotype of the species, and took part in the molecular work. Adriana Corrales collected the O. potteri specimen from Colombia and provided its data to the study. Matthew E. Smith helped to obtain a loan of the O. potteri holotype, designed the fieldtrip to Colombia, contributed molecular data for North American specimens of O. potteri and thoroughly edited the manuscript. The author(s) read and approved the final manuscript.

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Correspondence to Takamichi Orihara.

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Additional file 1: Fig. S1

ML tree of Octaviania subg. Octaviania based on nLSU dataset. Branches supported by both ML and BioNJ BS ≥ 75% are depicted as thickened black lines. Branches supported by either ML BS ≥ 75% or BioNJ BS ≥ 75% are shown as thickened gray lines. Statistical values below ML or BioNJ BS < 50% are not shown. Holotype materials are designated with asterisks (*). Two sequences of Chamonixia caespitosa were used for outgroups.

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Orihara, T., Healy, R., Corrales, A. et al. Multilocus phylogenies reveal three new truffle-like taxa and the traces of interspecific hybridization in Octaviania (Boletaceae, Boletales). IMA Fungus 12, 14 (2021).

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  • Boletaceae
  • Hypogeous fungi
  • Phylogeography
  • Sequestrate fungi
  • Systematics
  • 3 new taxa