Hound Partners, LLC — 13F Holdings & Portfolio
CIK 1353316 · latest 13F-HR filed 2026-08-14
Hound Partners, LLC manages $862.9M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NCLH (16.38%), CCL (14.74%), META (11.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 13; 14 existing positions rose in reported value and 6 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- NORWEGIAN CRUISE LINE HLDGS$34.5M +32.3%
- NVIDIA CORPORATION$11.0M +12.8%
- ENSIGN GROUP INC$9.3M +83.3%
- MOHAWK INDS INC$6.4M +64.6%
- GOLAR LNG LTD$4.0M +21.8%
Top Trims
- BIO RAD LABS INC-$20.6M -75.8%
- CAL MAINE FOODS INC-$4.3M -26.6%
- FOX CORP-$1.2M -7.0%
- BOBS DISC FURNITURE INC-$294.5K -20.5%
- ELEVANCE HEALTH INC FORMERLY-$203.3K -17.6%
New Positions
- CARNIVAL CORP LTD$127.2M
- META PLATFORMS INC$102.0M
- GOLDMAN SACHS GROUP INC$63.7M
- NEBIUS GROUP N.V.$55.2M
- CRH PLC$51.9M
Exited Positions
- CARNIVAL CORP$116.8M
- PALANTIR TECHNOLOGIES INC$79.4M
- ROBINHOOD MKTS INC$73.1M
- BERKSHIRE HATHAWAY INC DEL$49.6M
- SEA LTD$41.4M
Hound Partners, LLC Holdings (2026-06-30)
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 | NORWEGIAN CRUISE LINE HLDGS | NCLH | G66721104 | $141.3M | 16.38% | 6,694,773 | SH |
| 2 | CARNIVAL CORP LTD | CCL | G2004J103 | $127.2M | 14.74% | 4,452,022 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $102.0M | 11.82% | 181,000 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $97.2M | 11.27% | 485,926 | SH |
| 5 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $63.7M | 7.38% | 63,000 | SH |
| 6 | NEBIUS GROUP N.V. | NBIS | N97284108 | $55.2M | 6.40% | 200,000 | SH |
| 7 | CRH PLC | CRH | G25508105 | $51.9M | 6.01% | 485,000 | SH |
| 8 | IREN LIMITED | IREN | Q4982L109 | $37.3M | 4.32% | 815,000 | SH |
| 9 | GOLAR LNG LTD | GLNG | G9456A100 | $22.4M | 2.59% | 449,174 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $20.6M | 2.39% | 86,440 | SH |
| 11 | ENSIGN GROUP INC | ENSG | 29358P101 | $20.6M | 2.38% | 128,305 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $19.0M | 2.21% | 51,058 | SH |
| 13 | MOHAWK INDS INC | MHK | 608190104 | $16.2M | 1.88% | 133,868 | SH |
| 14 | FOX CORP | FOX | 35137L204 | $15.5M | 1.80% | 331,136 | SH |
| 15 | LIBERTY LIVE HOLDINGS INC | LLYVA | 530909100 | $12.3M | 1.43% | 121,597 | SH |
| 16 | CAL MAINE FOODS INC | CALM | 128030202 | $11.8M | 1.37% | 147,086 | SH |
| 17 | BEL FUSE INC | BELFA | 077347201 | $8.2M | 0.95% | 28,048 | SH |
| 18 | BBB FOODS INC | TBBB | G0896C103 | $7.3M | 0.84% | 174,242 | SH |
| 19 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.2M | 0.84% | 100,295 | SH |
| 20 | BIO RAD LABS INC | BIO | 090572207 | $6.6M | 0.76% | 22,481 | SH |
| 21 | DIGITAL RLTY TR INC | DLR | 253868103 | $6.3M | 0.73% | 35,000 | SH |
| 22 | ANDERSEN GROUP INC | ANDG | 033853102 | $2.3M | 0.26% | 60,000 | SH |
| 23 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $2.0M | 0.23% | 6,500 | SH |
| 24 | NEPTUNE INS HLDGS INC | NP | 64073B103 | $1.6M | 0.18% | 50,500 | SH |
| 25 | CURBLINE PPTYS CORP | CURB | 23128Q101 | $1.5M | 0.18% | 50,000 | SH |
| 26 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $1.3M | 0.15% | 3,106 | SH |
| 27 | BOBS DISC FURNITURE INC | BOBS | 09681N106 | $1.1M | 0.13% | 72,000 | SH |
| 28 | HUMANA INC | HUM | 444859102 | $983.1K | 0.11% | 2,475 | SH |
| 29 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $948.6K | 0.11% | 2,453 | SH |
| 30 | YESWAY INC | YSWY | 98585C100 | $527.8K | 0.06% | 26,000 | SH |
| 31 | ONCE UPON A FARM PBC | OFRM | 68237F108 | $409.6K | 0.05% | 20,000 | SH |
| 32 | GRUPO AEROMEXICO SAB DE CV | AERO | 40054J109 | $360.0K | 0.04% | 20,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $862.9M | 32 | 0001353316-26-000004 |
| 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 |
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