Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 16
- +1 vs. Q1 2024
- Portfolio value
- $498.6M
- +$163.1M (+48.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FTNTFortinet, Inc. | Stock | 2,407,863 | $145.1M | 29.1% | +2,407,863 | New | History |
| IBITiShares Bitcoin Trust ETF | ETF | 2,523,456 | $86.2M | 17.3% | +1,908,575+310.4% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 17,084 | $67.7M | 13.6% | +14,333+521.0% | Added | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 164,870 | $45.0M | 9.0% | −99,667−37.7% | Reduced | History |
| GLNGGolar LNG Ltd | SHS | 1,154,752 | $36.2M | 7.3% | −732,271−38.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 48,756 | $21.8M | 4.4% | −6,236−11.3% | Reduced | History |
| FISVFiserv Inc | Stock | 101,203 | $15.1M | 3.0% | +37,576+59.1% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 43,433 | $14.0M | 2.8% | −35,170−44.7% | Reduced | History |
| MTNVail Resorts Inc | COM | 69,060 | $12.4M | 2.5% | +69,060 | New | History |
| MHKMohawk Industries Inc | COM | 105,701 | $12.0M | 2.4% | −13,522−11.3% | Reduced | History |
| VVisa Inc. | Stock | 40,805 | $10.7M | 2.1% | +40,805 | New | History |
| DHRDanaher Corp | Stock | 41,659 | $10.4M | 2.1% | −5,329−11.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 47,538 | $9.19M | 1.8% | +47,538 | New | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 269,929 | $7.02M | 1.4% | +269,929 | New | History |
| WDAYWorkday, Inc. | CL A | 25,603 | $5.72M | 1.1% | −45,815−64.2% | Reduced | History |
| FTCIFTC Solar, Inc. | COM | 330,418 | $116.6K | <0.1% | −217,474−39.7% | Reduced | History |
Sold out since Q1 2024 (4)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| KEXKirby Corp | COM | 224,890 | $21.4M | 6.4% | History |
| WSCWillScot Holdings Corp | COM CL A | 380,022 | $17.7M | 5.3% | History |
| Vanguard Utilities ETF92204A876 | ETF | 87,266 | $12.4M | 3.7% | – |
| CALMCal-Maine Foods Inc | COM NEW | 94,169 | $5.54M | 1.7% | History |