Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 32
- −2 vs. Q1 2026
- Portfolio value
- $862.9M
- +$70.6M (+8.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 6,694,773 | $141.3M | 16.4% | +981,683+17.2% | Added | History |
| CCLCarnival Corp Ltd. | Stock | 4,452,022 | $127.2M | 14.7% | −62,817−1.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 181,000 | $102.0M | 11.8% | +181,000 | New | History |
| NVDANVIDIA Corp | Stock | 485,926 | $97.2M | 11.3% | −8,388−1.7% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 63,000 | $63.7M | 7.4% | +63,000 | New | History |
| NBISNebius Group N.V. | Stock | 200,000 | $55.2M | 6.4% | +200,000 | New | History |
| CRHCRH Public Ltd Co | ORD | 485,000 | $51.9M | 6.0% | +485,000 | New | History |
| IRENIREN Ltd | ORDINARY SHARES | 815,000 | $37.3M | 4.3% | +815,000 | New | History |
| GLNGGolar LNG Ltd | SHS | 449,174 | $22.4M | 2.6% | +109,509+32.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 86,440 | $20.6M | 2.4% | +4,325+5.3% | Added | History |
| ENSGEnsign Group, Inc | COM | 128,305 | $20.6M | 2.4% | +72,624+130.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 51,058 | $19.0M | 2.2% | +3,791+8.0% | Added | History |
| MHKMohawk Industries Inc | COM | 133,868 | $16.2M | 1.9% | +33,642+33.6% | Added | History |
| FOXFox Corp | CL B COM | 331,136 | $15.5M | 1.8% | +16,951+5.4% | Added | History |
| LLYVALiberty Live Holdings, Inc. | COM SER A | 121,597 | $12.3M | 1.4% | +9,548+8.5% | Added | History |
| CALMCal-Maine Foods Inc | COM NEW | 147,086 | $11.8M | 1.4% | −56,765−27.8% | Reduced | History |
| BELFABel Fuse Inc | CL A | 28,048 | $8.17M | 0.9% | −6,766−19.4% | Reduced | History |
| TBBBBBB Foods Inc | CL A COM | 174,242 | $7.26M | 0.8% | +174,242 | New | History |
| UBERUber Technologies, Inc | Stock | 100,295 | $7.24M | 0.8% | +7,597+8.2% | Added | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 22,481 | $6.60M | 0.8% | −75,243−77.0% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 35,000 | $6.29M | 0.7% | +35,000 | New | History |
| ANDGAndersen Group Inc. | CL A | 60,000 | $2.26M | 0.3% | 00.0% | Unchanged | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 6,500 | $1.97M | 0.2% | +6,500 | New | – |
| NPNeptune Insurance Holdings Inc. | CL A | 50,500 | $1.59M | 0.2% | 00.0% | Unchanged | History |
| CURBCurbline Properties Corp. | COM | 50,000 | $1.52M | 0.2% | +50,000 | New | History |
| UNHUnitedHealth Group Inc | Stock | 3,106 | $1.29M | 0.1% | −1,474−32.2% | Reduced | History |
| BOBSBob's Discount Furniture, Inc. | COM SHS | 72,000 | $1.14M | 0.1% | −50,000−41.0% | Reduced | History |
| HUMHumana Inc | Stock | 2,475 | $983.1K | 0.1% | −3,712−60.0% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 2,453 | $948.6K | 0.1% | −1,482−37.7% | Reduced | History |
| YSWYYesway, Inc. | COM CL A | 26,000 | $527.8K | 0.1% | +26,000 | New | History |
| OFRMOnce Upon a Farm, PBC | COM | 20,000 | $409.6K | <0.1% | 00.0% | Unchanged | History |
| AEROGrupo Aeromexico, S.A.B. de C.V. | SPONSORED ADS | 20,000 | $360.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (12)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 543,000 | $79.4M | 10.0% | History |
| HOODRobinhood Markets, Inc. | Stock | 1,055,555 | $73.1M | 9.2% | History |
| BRK.BBerkshire Hathaway Inc | Stock | 103,500 | $49.6M | 6.3% | History |
| SESea Ltd | SPONSORD ADS | 500,000 | $41.4M | 5.2% | History |
| NFLXNetflix Inc | Stock | 284,500 | $27.4M | 3.5% | History |
| MSMorgan Stanley | Stock | 141,570 | $23.3M | 2.9% | History |
| ARWArrow Electronics, Inc. | COM | 55,099 | $7.90M | 1.0% | History |
| MTNVail Resorts Inc | COM | 38,624 | $4.96M | 0.6% | History |
| GIIIG III Apparel Group Ltd | COM | 115,853 | $3.21M | 0.4% | History |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 100,000 | $2.93M | 0.4% | History |
| ALHAlliance Laundry Holdings Inc. | COM | 85,000 | $1.76M | 0.2% | History |
| NTSKNetskope Inc | CL A | 206,500 | $1.75M | 0.2% | History |