Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 18
- +1 vs. Q3 2024
- Portfolio value
- $208.1M
- −$191.4M (−47.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 60,694 | $25.6M | 12.3% | −27,443−31.1% | Reduced | History |
| DGDollar General Corp | COM | 268,611 | $20.4M | 9.8% | +6,348+2.4% | Added | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 58,858 | $19.3M | 9.3% | −9,502−13.9% | Reduced | History |
| ENTGEntegris Inc | COM | 192,582 | $19.1M | 9.2% | +111,785+138.4% | Added | History |
| ARWArrow Electronics, Inc. | COM | 140,483 | $15.9M | 7.6% | +140,483 | New | History |
| AMZNAmazon Com Inc | Stock | 69,540 | $15.3M | 7.3% | −40,488−36.8% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 49,780 | $12.8M | 6.2% | −31,823−39.0% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 36,138 | $10.8M | 5.2% | +20,426+130.0% | Added | History |
| VVisa Inc. | Stock | 30,610 | $9.67M | 4.6% | −29,963−49.5% | Reduced | History |
| MTNVail Resorts Inc | COM | 51,193 | $9.60M | 4.6% | −8,264−13.9% | Reduced | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 104,622 | $7.12M | 3.4% | +104,622 | New | History |
| DHRDanaher Corp | Stock | 30,880 | $7.09M | 3.4% | −4,986−13.9% | Reduced | History |
| MHKMohawk Industries Inc | COM | 57,843 | $6.89M | 3.3% | +57,843 | New | History |
| RPDRapid7, Inc. | COM | 161,621 | $6.50M | 3.1% | +161,621 | New | History |
| GLNGGolar LNG Ltd | SHS | 150,483 | $6.37M | 3.1% | −611,146−80.2% | Reduced | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 325,525 | $6.12M | 2.9% | −53,183−14.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 37,755 | $5.07M | 2.4% | −17,498−31.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 73,926 | $4.46M | 2.1% | +73,926 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| ACHRArcher Aviation Inc. | Stock | – | $52.4M |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| IBITiShares Bitcoin Trust ETF | ETF | 2,480,836 | $89.6M | 22.4% | History |
| BKNGBooking Holdings Inc. | Stock | 10,494 | $44.2M | 11.1% | History |
| FTNTFortinet, Inc. | Stock | 491,985 | $38.2M | 9.5% | History |
| FISVFiserv Inc | Stock | 53,419 | $9.60M | 2.4% | History |