Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 36
- +6 vs. Q3 2025
- Portfolio value
- $721.3M
- −$57.3M (−7.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 3,529,067 | $107.8M | 14.9% | −157,766−4.3% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 543,000 | $96.5M | 13.4% | +543,000 | New | History |
| NVDANVIDIA Corp | Stock | 474,577 | $88.5M | 12.3% | +2,318+0.5% | Added | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 3,807,887 | $85.0M | 11.8% | +714,817+23.1% | Added | History |
| SESea Ltd | SPONSORD ADS | 500,000 | $63.8M | 8.8% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 77,000 | $50.8M | 7.0% | +77,000 | New | History |
| GLNGGolar LNG Ltd | SHS | 705,460 | $26.3M | 3.6% | +46,709+7.1% | Added | History |
| FOXFox Corp | CL B COM | 305,071 | $19.8M | 2.7% | +305,071 | New | History |
| MSFTMicrosoft Corp | Stock | 34,345 | $16.6M | 2.3% | −543−1.6% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 135,695 | $15.0M | 2.1% | −28,166−17.2% | Reduced | History |
| ICLRIcon PLC | COM | 75,000 | $13.7M | 1.9% | 00.0% | Unchanged | History |
| ENTGEntegris Inc | COM | 159,450 | $13.4M | 1.9% | −40,813−20.4% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 43,268 | $13.1M | 1.8% | −60,695−58.4% | Reduced | History |
| ONONOn Holding AG | Stock | 250,000 | $11.6M | 1.6% | 00.0% | Unchanged | History |
| ENSGEnsign Group, Inc | COM | 65,273 | $11.4M | 1.6% | −4,528−6.5% | Reduced | History |
| KEXKirby Corp | COM | 99,767 | $11.0M | 1.5% | −33,064−24.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 45,436 | $10.5M | 1.5% | −9,435−17.2% | Reduced | History |
| MTNVail Resorts Inc | COM | 59,430 | $7.89M | 1.1% | −15,890−21.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 32,584 | $7.00M | 1.0% | −29,818−47.8% | Reduced | History |
| MHKMohawk Industries Inc | COM | 59,131 | $6.46M | 0.9% | −12,274−17.2% | Reduced | History |
| DGDollar General Corp | COM | 47,228 | $6.27M | 0.9% | −74,336−61.1% | Reduced | History |
| CALMCal-Maine Foods Inc | COM NEW | 77,341 | $6.15M | 0.9% | +77,341 | New | History |
| BELFABel Fuse Inc | CL A | 37,640 | $5.71M | 0.8% | +37,640 | New | History |
| UBERUber Technologies, Inc | Stock | 55,157 | $4.51M | 0.6% | +55,157 | New | History |
| FISVFiserv Inc | Stock | 65,509 | $4.40M | 0.6% | −13,603−17.2% | Reduced | History |
| NTSKNetskope Inc | CL A | 206,500 | $3.62M | 0.5% | 00.0% | Unchanged | History |
| GIIIG III Apparel Group Ltd | COM | 112,004 | $3.24M | 0.4% | −366,905−76.6% | Reduced | History |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 100,000 | $2.00M | 0.3% | 00.0% | Unchanged | History |
| ALHAlliance Laundry Holdings Inc. | COM | 85,000 | $1.73M | 0.2% | +85,000 | New | History |
| ANDGAndersen Group Inc. | CL A | 60,000 | $1.56M | 0.2% | +60,000 | New | History |
| NPNeptune Insurance Holdings Inc. | CL A | 50,500 | $1.47M | 0.2% | +50,500 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,000 | $1.37M | 0.2% | +2,000 | New | – |
| MIAXMiami International Holdings, Inc. | COM | 25,000 | $1.11M | 0.2% | 00.0% | Unchanged | History |
| SBETSharplink, Inc. | COM NEW | 119,684 | $1.07M | 0.1% | +894+0.8% | Added | History |
| AMBQAmbiq Micro, Inc. | COMMON STOCK | 20,000 | $570.0K | 0.1% | 00.0% | Unchanged | History |
| AEROGrupo Aeromexico, S.A.B. de C.V. | SPONSORED ADS | 20,000 | $439.2K | 0.1% | +20,000 | 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 |
|---|---|---|---|
| PATHUiPath, Inc. | Stock | – | $21.9M |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 116,000 | $92.4M | 11.9% | History |
| EXPEExpedia Group, Inc. | Stock | 226,375 | $48.4M | 6.2% | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 144,022 | $14.0M | 1.8% | History |
| HCAHCA Healthcare, Inc. | COM | 18,265 | $7.78M | 1.0% | History |
| RPDRapid7, Inc. | COM | 154,920 | $2.90M | 0.4% | History |