Hound Partners, LLC — 13F Holdings & Portfolio
CIK 1353316 · latest 13F-HR filed 2026-05-15
Hound Partners, LLC manages $799.4M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CCL (14.62%), NCLH (13.36%), NVDA (10.78%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 13, added to 9, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$799.4M
Long-equity book
35
Distinct positions
2026-03-31
Filed 2026-05-15
+11 / −13 / ↑9 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NORWEGIAN CRUISE LINE HLDGS$21.8M +25.7%
- BIO RAD LABS INC$14.1M +107.8%
- CAL MAINE FOODS INC$10.0M +162.2%
- CARNIVAL CORP$9.1M +8.4%
- AMAZON COM INC$6.6M +63.1%
Top Trims
- SEA LTD-$22.4M -35.1%
- PALANTIR TECHNOLOGIES INC-$17.1M -17.7%
- GOLAR LNG LTD-$7.9M -30.0%
- ARROW ELECTRS INC-$7.0M -47.1%
- FOX CORP-$3.1M -15.8%
New Positions
- ROBINHOOD MKTS INC$73.1M
- BERKSHIRE HATHAWAY INC DEL$49.6M
- NETFLIX INC.$27.4M
- MORGAN STANLEY$23.3M
- LIBERTY LIVE HOLDINGS INC$10.3M
Exited Positions
- META PLATFORMS INC$50.8M
- ICON PLC$13.7M
- ENTEGRIS INC$13.4M
- ON HLDG AG$11.6M
- KIRBY CORP$11.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARNIVAL CORP | CCL | 143658300 | $116.8M | 14.62% | 4,514,839 | SH |
| 2 | NORWEGIAN CRUISE LINE HLDGS | NCLH | G66721104 | $106.8M | 13.36% | 5,713,090 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $86.2M | 10.78% | 494,314 | SH |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $79.4M | 9.94% | 543,000 | SH |
| 5 | ROBINHOOD MKTS INC | HOOD | 770700102 | $73.1M | 9.15% | 1,055,555 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $49.6M | 6.20% | 103,500 | SH |
| 7 | SEA LTD | SE | 81141R100 | $41.4M | 5.18% | 500,000 | SH |
| 8 | NETFLIX INC. | NFLX | 64110L106 | $27.4M | 3.42% | 284,500 | SH |
| 9 | BIO RAD LABS INC | BIO | 090572207 | $27.2M | 3.41% | 97,724 | SH |
| 10 | MORGAN STANLEY | MS | 617446448 | $23.3M | 2.91% | 141,570 | SH |
| 11 | GOLAR LNG LTD | GLNG | G9456A100 | $18.4M | 2.30% | 339,665 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $17.5M | 2.19% | 47,267 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $17.1M | 2.14% | 82,115 | SH |
| 14 | FOX CORP | FOX | 35137L204 | $16.7M | 2.09% | 314,185 | SH |
| 15 | CAL MAINE FOODS INC | CALM | 128030202 | $16.1M | 2.02% | 203,851 | SH |
| 16 | ENSIGN GROUP INC | ENSG | 29358P101 | $11.2M | 1.40% | 55,681 | SH |
| 17 | LIBERTY LIVE HOLDINGS INC | LLYVA | 530909100 | $10.3M | 1.28% | 112,049 | SH |
| 18 | MOHAWK INDS INC | MHK | 608190104 | $9.9M | 1.23% | 100,226 | SH |
| 19 | ARROW ELECTRS INC | ARW | 042735100 | $7.9M | 0.99% | 55,099 | SH |
| 20 | UIPATH INC Call | PATH | 90364P105 | $7.1M | 0.89% | 639,400 | SH |
| 21 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $6.7M | 0.83% | 92,698 | SH |
| 22 | BEL FUSE INC | BELFA | 077347201 | $6.3M | 0.78% | 34,814 | SH |
| 23 | VAIL RESORTS INC | MTN | 91879Q109 | $5.0M | 0.62% | 38,624 | SH |
| 24 | G III APPAREL GROUP LTD | GIII | 36237H101 | $3.2M | 0.40% | 115,853 | SH |
| 25 | FORGENT POWER SOLUTIONS INC | FPS | 34631F102 | $2.9M | 0.37% | 100,000 | SH |
| 26 | ALLIANCE LAUNDRY HLDGS INC | ALH | 01862Q107 | $1.8M | 0.22% | 85,000 | SH |
| 27 | NETSKOPE INC | NTSK | 64119N608 | $1.8M | 0.22% | 206,500 | SH |
| 28 | ANDERSEN GROUP INC | ANDG | 033853102 | $1.6M | 0.20% | 60,000 | SH |
| 29 | BOBS DISC FURNITURE INC | BOBS | 09681N106 | $1.4M | 0.18% | 122,000 | SH |
| 30 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $1.2M | 0.16% | 4,580 | SH |
| 31 | NEPTUNE INS HLDGS INC | NP | 64073B103 | $1.2M | 0.15% | 50,500 | SH |
| 32 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $1.2M | 0.14% | 3,935 | SH |
| 33 | HUMANA INC | HUM | 444859102 | $1.1M | 0.13% | 6,187 | SH |
| 34 | ONCE UPON A FARM PBC | OFRM | 68237F108 | $327.0K | 0.04% | 20,000 | SH |
| 35 | GRUPO AEROMEXICO SAB DE CV | AERO | 40054J109 | $280.2K | 0.04% | 20,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $799.4M | 35 | 0001353316-26-000003 |
| 2025-12-31 | 2026-02-17 | $743.2M | 38 | 0001353316-26-000002 |
| 2025-09-30 | 2025-11-14 | $778.6M | 30 | 0001353316-25-000010 |