Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 30
- +2 vs. Q2 2025
- Portfolio value
- $778.6M
- +$38.7M (+5.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 3,686,833 | $106.6M | 13.7% | +198,850+5.7% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 116,000 | $92.4M | 11.9% | +36,000+45.0% | Added | History |
| SESea Ltd | SPONSORD ADS | 500,000 | $89.4M | 11.5% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 472,259 | $88.1M | 11.3% | −33,841−6.7% | Reduced | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 3,093,070 | $76.2M | 9.8% | −259,766−7.7% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 226,375 | $48.4M | 6.2% | −124,650−35.5% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 103,963 | $29.2M | 3.7% | −77,973−42.9% | Reduced | History |
| GLNGGolar LNG Ltd | SHS | 658,751 | $26.6M | 3.4% | +5,156+0.8% | Added | History |
| ARWArrow Electronics, Inc. | COM | 163,861 | $19.8M | 2.5% | +1,480+0.9% | Added | History |
| ENTGEntegris Inc | COM | 200,263 | $18.5M | 2.4% | −107,474−34.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 34,888 | $18.1M | 2.3% | −5,193−13.0% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 62,402 | $15.0M | 1.9% | +487+0.8% | Added | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 144,022 | $14.0M | 1.8% | −75,172−34.3% | Reduced | History |
| ICLRIcon PLC | COM | 75,000 | $13.1M | 1.7% | 00.0% | Unchanged | History |
| GIIIG III Apparel Group Ltd | COM | 478,909 | $12.7M | 1.6% | +352,869+280.0% | Added | History |
| DGDollar General Corp | COM | 121,564 | $12.6M | 1.6% | +970+0.8% | Added | History |
| ENSGEnsign Group, Inc | COM | 69,801 | $12.1M | 1.5% | +69,801 | New | History |
| AMZNAmazon Com Inc | Stock | 54,871 | $12.0M | 1.5% | +426+0.8% | Added | History |
| MTNVail Resorts Inc | COM | 75,320 | $11.3M | 1.4% | +750+1.0% | Added | History |
| KEXKirby Corp | COM | 132,831 | $11.1M | 1.4% | +132,831 | New | History |
| ONONOn Holding AG | Stock | 250,000 | $10.6M | 1.4% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 79,112 | $10.2M | 1.3% | +45,753+137.2% | Added | History |
| MHKMohawk Industries Inc | COM | 71,405 | $9.21M | 1.2% | −31,689−30.7% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 18,265 | $7.78M | 1.0% | −13,567−42.6% | Reduced | History |
| NTSKNetskope Inc | CL A | 206,500 | $4.69M | 0.6% | +206,500 | New | History |
| RPDRapid7, Inc. | COM | 154,920 | $2.90M | 0.4% | +1,745+1.1% | Added | History |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 100,000 | $2.52M | 0.3% | +100,000 | New | History |
| SBETSharplink, Inc. | COM NEW | 118,790 | $2.02M | 0.3% | +118,790 | New | History |
| MIAXMiami International Holdings, Inc. | COM | 25,000 | $1.01M | 0.1% | +25,000 | New | History |
| AMBQAmbiq Micro, Inc. | COMMON STOCK | 20,000 | $598.4K | 0.1% | +20,000 | New | History |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 123,000 | $25.2M | 3.4% | History |
| UNHUnitedHealth Group Inc | Stock | 13,437 | $4.19M | 0.6% | History |
| TTANServiceTitan, Inc. | SHS CL A | 20,000 | $2.14M | 0.3% | History |
| OSOneStream, Inc. | CL A | 30,000 | $849.0K | 0.1% | History |
| ASICAtegrity Specialty Insurance Co Holdings | COM | 10,000 | $215.2K | <0.1% | History |