Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 17
- −1 vs. Q4 2024
- Portfolio value
- $504.3M
- +$296.2M (+142.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 720,636 | $78.1M | 15.5% | +682,881+1,808.7% | Added | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 3,968,930 | $75.3M | 14.9% | +3,968,930 | New | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 3,787,937 | $74.0M | 14.7% | +3,787,937 | New | History |
| EXPEExpedia Group, Inc. | Stock | 422,797 | $71.1M | 14.1% | +422,797 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 201,783 | $49.1M | 9.7% | +142,925+242.8% | Added | History |
| ENTGEntegris Inc | COM | 230,917 | $20.2M | 4.0% | +38,335+19.9% | Added | History |
| GLNGGolar LNG Ltd | SHS | 507,723 | $19.3M | 3.8% | +357,240+237.4% | Added | History |
| ARWArrow Electronics, Inc. | COM | 180,231 | $18.7M | 3.7% | +39,748+28.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 44,532 | $16.7M | 3.3% | −16,162−26.6% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 70,101 | $16.4M | 3.2% | +20,321+40.8% | Added | History |
| DGDollar General Corp | COM | 173,226 | $15.2M | 3.0% | −95,385−35.5% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 35,367 | $12.2M | 2.4% | −771−2.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 57,379 | $10.9M | 2.2% | −12,161−17.5% | Reduced | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 118,651 | $8.08M | 1.6% | +14,029+13.4% | Added | History |
| MTNVail Resorts Inc | COM | 50,093 | $8.02M | 1.6% | −1,100−2.1% | Reduced | History |
| MHKMohawk Industries Inc | COM | 56,633 | $6.47M | 1.3% | −1,210−2.1% | Reduced | History |
| RPDRapid7, Inc. | COM | 169,325 | $4.49M | 0.9% | +7,704+4.8% | Added | History |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| VVisa Inc. | Stock | 30,610 | $9.67M | 4.6% | History |
| DHRDanaher Corp | Stock | 30,880 | $7.09M | 3.4% | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 325,525 | $6.12M | 2.9% | History |
| UBERUber Technologies, Inc | Stock | 73,926 | $4.46M | 2.1% | History |