Hound Partners, LLC
- SEC CIK
- 0001353316
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 32
- −2 vs. Q1 2026
- Total value
- $862.89M
- +$70.57M (+8.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| NCLHNORWEGIAN CRUISE LINE HLDGS | SHS | 6,694,773 | $141.33M | 16.38% | +981,683+17.2% | Added | View |
| CCLCARNIVAL CORP LTD COMMON SHARES | Stock | 4,452,022 | $127.19M | 14.74% | +4,452,022 | New | View |
| METAMETA PLATFORMS INC CL A | Stock | 181,000 | $101.96M | 11.82% | +181,000 | New | View |
| NVDANVIDIA CORPORATION COM | Stock | 485,926 | $97.23M | 11.27% | −8,388−1.7% | Reduced | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 63,000 | $63.72M | 7.38% | +63,000 | New | View |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 200,000 | $55.23M | 6.40% | +200,000 | New | View |
| CRHCRH PLC | ORD | 485,000 | $51.9M | 6.01% | +485,000 | New | View |
| IRENIREN LIMITED | ORDINARY SHARES | 815,000 | $37.27M | 4.32% | +815,000 | New | View |
| GLNGGOLAR LNG LTD | SHS | 449,174 | $22.39M | 2.59% | +109,509+32.2% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 86,440 | $20.6M | 2.39% | +4,325+5.3% | Added | View |
| ENSGENSIGN GROUP INC | COM | 128,305 | $20.57M | 2.38% | +72,624+130.4% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 51,058 | $19.05M | 2.21% | +3,791+8.0% | Added | View |
| MHKMOHAWK INDS INC | COM | 133,868 | $16.24M | 1.88% | +33,642+33.6% | Added | View |
| FOXFOX CORP | CL B COM | 331,136 | $15.51M | 1.80% | +16,951+5.4% | Added | View |
| LLYVALIBERTY LIVE HOLDINGS INC | COM SER A | 121,597 | $12.31M | 1.43% | +9,548+8.5% | Added | View |
| CALMCAL MAINE FOODS INC | COM NEW | 147,086 | $11.85M | 1.37% | −56,765−27.8% | Reduced | View |
| BELFABEL FUSE INC | CL A | 28,048 | $8.17M | 0.95% | −6,766−19.4% | Reduced | View |
| TBBBBBB FOODS INC | CL A COM | 174,242 | $7.26M | 0.84% | +174,242 | New | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 100,295 | $7.24M | 0.84% | +7,597+8.2% | Added | View |
| BIOBIO RAD LABS INC | CL A | 22,481 | $6.6M | 0.76% | −75,243−77.0% | Reduced | View |
| DLRDIGITAL RLTY TR INC | COM | 35,000 | $6.29M | 0.73% | +35,000 | New | View |
| ANDGANDERSEN GROUP INC | CL A | 60,000 | $2.26M | 0.26% | 00.0% | Unchanged | View |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 6,500 | $1.97M | 0.23% | +6,500 | New | – |
| NPNEPTUNE INS HLDGS INC | CL A | 50,500 | $1.59M | 0.18% | 00.0% | Unchanged | View |
| CURBCURBLINE PPTYS CORP | COM | 50,000 | $1.52M | 0.18% | +50,000 | New | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 3,106 | $1.29M | 0.15% | −1,474−32.2% | Reduced | View |
| BOBSBOBS DISC FURNITURE INC | COM SHS | 72,000 | $1.14M | 0.13% | −50,000−41.0% | Reduced | View |
| HUMHUMANA INC COM | Stock | 2,475 | $983.12K | 0.11% | −3,712−60.0% | Reduced | View |
| ELVELEVANCE HEALTH INC FORMERLY A COM | Stock | 2,453 | $948.65K | 0.11% | −1,482−37.7% | Reduced | View |
| YSWYYESWAY INC | COM CL A | 26,000 | $527.8K | 0.06% | +26,000 | New | View |
| OFRMONCE UPON A FARM PBC | COM | 20,000 | $409.6K | 0.05% | 00.0% | Unchanged | View |
| AEROGRUPO AEROMEXICO SAB DE CV | SPONSORED ADS | 20,000 | $360K | 0.04% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| CCLCARNIVAL CORP | UNIT 99/99/9999 | 4,514,839 | $116.84M | 14.75% |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 543,000 | $79.43M | 10.02% |
| HOODROBINHOOD MKTS INC COM CL A | Stock | 1,055,555 | $73.15M | 9.23% |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 103,500 | $49.6M | 6.26% |
| SESEA LTD | SPONSORD ADS | 500,000 | $41.41M | 5.23% |
| NFLXNETFLIX INC. COM | Stock | 284,500 | $27.35M | 3.45% |
| MSMORGAN STANLEY COM NEW | Stock | 141,570 | $23.3M | 2.94% |
| ARWARROW ELECTRS INC | COM | 55,099 | $7.9M | 1.00% |
| MTNVAIL RESORTS INC | COM | 38,624 | $4.96M | 0.63% |
| GIIIG III APPAREL GROUP LTD | COM | 115,853 | $3.21M | 0.41% |
| FPSFORGENT POWER SOLUTIONS INC | COM SHS CL A | 100,000 | $2.93M | 0.37% |
| ALHALLIANCE LAUNDRY HLDGS INC | COM | 85,000 | $1.76M | 0.22% |
| NTSKNETSKOPE INC | CL A | 206,500 | $1.75M | 0.22% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 32 | $862.89M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 34 | $792.32M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 36 | $721.29M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 30 | $778.6M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 28 | $739.89M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 17 | $504.27M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 18 | $208.09M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 17 | $399.52M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 16 | $498.62M | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 15 | $335.49M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 12 | $320.94M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 18 | $451.1M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 16 | $440.67M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 14 | $397.25M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 13 | $338.19M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 16 | $526.73M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 24 | $1.23B | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 27 | $1.54B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 106 | $1.7B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 206 | $1.83B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 250 | $2B | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 247 | $2.04B | – | SEC |