Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 34
- −2 vs. Q4 2025
- Portfolio value
- $792.3M
- +$71.0M (+9.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 4,514,839 | $116.8M | 14.7% | +985,772+27.9% | Added | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 5,713,090 | $106.8M | 13.5% | +1,905,203+50.0% | Added | History |
| NVDANVIDIA Corp | Stock | 494,314 | $86.2M | 10.9% | +19,737+4.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 543,000 | $79.4M | 10.0% | 00.0% | Unchanged | History |
| HOODRobinhood Markets, Inc. | Stock | 1,055,555 | $73.1M | 9.2% | +1,055,555 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 103,500 | $49.6M | 6.3% | +103,500 | New | History |
| SESea Ltd | SPONSORD ADS | 500,000 | $41.4M | 5.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 284,500 | $27.4M | 3.5% | +284,500 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 97,724 | $27.2M | 3.4% | +54,456+125.9% | Added | History |
| MSMorgan Stanley | Stock | 141,570 | $23.3M | 2.9% | +141,570 | New | History |
| GLNGGolar LNG Ltd | SHS | 339,665 | $18.4M | 2.3% | −365,795−51.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 47,267 | $17.5M | 2.2% | +12,922+37.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 82,115 | $17.1M | 2.2% | +36,679+80.7% | Added | History |
| FOXFox Corp | CL B COM | 314,185 | $16.7M | 2.1% | +9,114+3.0% | Added | History |
| CALMCal-Maine Foods Inc | COM NEW | 203,851 | $16.1M | 2.0% | +126,510+163.6% | Added | History |
| ENSGEnsign Group, Inc | COM | 55,681 | $11.2M | 1.4% | −9,592−14.7% | Reduced | History |
| LLYVALiberty Live Holdings, Inc. | COM SER A | 112,049 | $10.3M | 1.3% | +112,049 | New | History |
| MHKMohawk Industries Inc | COM | 100,226 | $9.87M | 1.2% | +41,095+69.5% | Added | History |
| ARWArrow Electronics, Inc. | COM | 55,099 | $7.90M | 1.0% | −80,596−59.4% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 92,698 | $6.67M | 0.8% | +37,541+68.1% | Added | History |
| BELFABel Fuse Inc | CL A | 34,814 | $6.27M | 0.8% | −2,826−7.5% | Reduced | History |
| MTNVail Resorts Inc | COM | 38,624 | $4.96M | 0.6% | −20,806−35.0% | Reduced | History |
| GIIIG III Apparel Group Ltd | COM | 115,853 | $3.21M | 0.4% | +3,849+3.4% | Added | History |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 100,000 | $2.93M | 0.4% | +100,000 | New | History |
| ALHAlliance Laundry Holdings Inc. | COM | 85,000 | $1.76M | 0.2% | 00.0% | Unchanged | History |
| NTSKNetskope Inc | CL A | 206,500 | $1.75M | 0.2% | 00.0% | Unchanged | History |
| ANDGAndersen Group Inc. | CL A | 60,000 | $1.63M | 0.2% | 00.0% | Unchanged | History |
| BOBSBob's Discount Furniture, Inc. | COM SHS | 122,000 | $1.43M | 0.2% | +122,000 | New | History |
| UNHUnitedHealth Group Inc | Stock | 4,580 | $1.24M | 0.2% | +4,580 | New | History |
| NPNeptune Insurance Holdings Inc. | CL A | 50,500 | $1.22M | 0.2% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 3,935 | $1.15M | 0.1% | +3,935 | New | History |
| HUMHumana Inc | Stock | 6,187 | $1.07M | 0.1% | +6,187 | New | History |
| OFRMOnce Upon a Farm, PBC | COM | 20,000 | $327.0K | <0.1% | +20,000 | New | History |
| AEROGrupo Aeromexico, S.A.B. de C.V. | SPONSORED ADS | 20,000 | $280.2K | <0.1% | 00.0% | Unchanged | 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 | – | $7.10M |
Sold out since Q4 2025 (13)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 77,000 | $50.8M | 7.0% | History |
| ICLRIcon PLC | COM | 75,000 | $13.7M | 1.9% | History |
| ENTGEntegris Inc | COM | 159,450 | $13.4M | 1.9% | History |
| ONONOn Holding AG | Stock | 250,000 | $11.6M | 1.6% | History |
| KEXKirby Corp | COM | 99,767 | $11.0M | 1.5% | History |
| WDAYWorkday, Inc. | CL A | 32,584 | $7.00M | 1.0% | History |
| DGDollar General Corp | COM | 47,228 | $6.27M | 0.9% | History |
| FISVFiserv Inc | Stock | 65,509 | $4.40M | 0.6% | History |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 100,000 | $2.00M | 0.3% | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,000 | $1.37M | 0.2% | – |
| MIAXMiami International Holdings, Inc. | COM | 25,000 | $1.11M | 0.2% | History |
| SBETSharplink, Inc. | COM NEW | 119,684 | $1.07M | 0.1% | History |
| AMBQAmbiq Micro, Inc. | COMMON STOCK | 20,000 | $570.0K | 0.1% | History |