Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 28
- +11 vs. Q1 2025
- Portfolio value
- $739.9M
- +$235.6M (+46.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 3,487,983 | $98.1M | 13.3% | −299,954−7.9% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 500,000 | $80.0M | 10.8% | +500,000 | New | History |
| NVDANVIDIA Corp | Stock | 506,100 | $80.0M | 10.8% | −214,536−29.8% | Reduced | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 3,352,836 | $68.0M | 9.2% | −616,094−15.5% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 351,025 | $59.2M | 8.0% | −71,772−17.0% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 80,000 | $56.6M | 7.7% | +80,000 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 181,936 | $43.9M | 5.9% | −19,847−9.8% | Reduced | History |
| GLNGGolar LNG Ltd | SHS | 653,595 | $26.9M | 3.6% | +145,872+28.7% | Added | History |
| AAPLApple Inc. | Stock | 123,000 | $25.2M | 3.4% | +123,000 | New | History |
| ENTGEntegris Inc | COM | 307,737 | $24.8M | 3.4% | +76,820+33.3% | Added | History |
| ARWArrow Electronics, Inc. | COM | 162,381 | $20.7M | 2.8% | −17,850−9.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 40,081 | $19.9M | 2.7% | −4,451−10.0% | Reduced | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 219,194 | $17.8M | 2.4% | +100,543+84.7% | Added | History |
| WDAYWorkday, Inc. | CL A | 61,915 | $14.9M | 2.0% | −8,186−11.7% | Reduced | History |
| DGDollar General Corp | COM | 120,594 | $13.8M | 1.9% | −52,632−30.4% | Reduced | History |
| ONONOn Holding AG | Stock | 250,000 | $13.0M | 1.8% | +250,000 | New | History |
| HCAHCA Healthcare, Inc. | COM | 31,832 | $12.2M | 1.6% | −3,535−10.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 54,445 | $11.9M | 1.6% | −2,934−5.1% | Reduced | History |
| MTNVail Resorts Inc | COM | 74,570 | $11.7M | 1.6% | +24,477+48.9% | Added | History |
| ICLRIcon PLC | COM | 75,000 | $10.9M | 1.5% | +75,000 | New | History |
| MHKMohawk Industries Inc | COM | 103,094 | $10.8M | 1.5% | +46,461+82.0% | Added | History |
| FISVFiserv Inc | Stock | 33,359 | $5.75M | 0.8% | +33,359 | New | History |
| UNHUnitedHealth Group Inc | Stock | 13,437 | $4.19M | 0.6% | +13,437 | New | History |
| RPDRapid7, Inc. | COM | 153,175 | $3.54M | 0.5% | −16,150−9.5% | Reduced | History |
| GIIIG III Apparel Group Ltd | COM | 126,040 | $2.82M | 0.4% | +126,040 | New | History |
| TTANServiceTitan, Inc. | SHS CL A | 20,000 | $2.14M | 0.3% | +20,000 | New | History |
| OSOneStream, Inc. | CL A | 30,000 | $849.0K | 0.1% | +30,000 | New | History |
| ASICAtegrity Specialty Insurance Co Holdings | COM | 10,000 | $215.2K | <0.1% | +10,000 | New | History |