# Hound Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1353316. Source: https://holderbook.com/funds/1353316-hound-partners-llc/

- Reported value: $862.9M
- Positions: 32
- Weight of the ten largest: 83.3%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NORWEGIAN CRUISE LINE HLDGS | [NCLH](https://holderbook.com/stocks/NCLH/) | $141.3M | 6,694,773 | 16.4% | 6 |
| CARNIVAL CORP LTD | [CCL](https://holderbook.com/stocks/CCL/) | $127.2M | 4,452,022 | 14.7% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $102.0M | 181,000 | 11.8% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $97.2M | 485,926 | 11.3% | 8 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $63.7M | 63,000 | 7.4% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $55.2M | 200,000 | 6.4% | 1 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $51.9M | 485,000 | 6.0% | 1 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $37.3M | 815,000 | 4.3% | 1 |
| GOLAR LNG LTD | [GLNG](https://holderbook.com/stocks/GLNG/) | $22.4M | 449,174 | 2.6% | 14 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $20.6M | 86,440 | 2.4% | 9 |
| ENSIGN GROUP INC | [ENSG](https://holderbook.com/stocks/ENSG/) | $20.6M | 128,305 | 2.4% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $19.0M | 51,058 | 2.2% | 31 |
| MOHAWK INDS INC | [MHK](https://holderbook.com/stocks/MHK/) | $16.2M | 133,868 | 1.9% | 7 |
| FOX CORP | [FOX](https://holderbook.com/stocks/FOX/) | $15.5M | 331,136 | 1.8% | 3 |
| LIBERTY LIVE HOLDINGS INC | [LLYVA](https://holderbook.com/stocks/LLYVA/) | $12.3M | 121,597 | 1.4% | 2 |
| CAL MAINE FOODS INC | [CALM](https://holderbook.com/stocks/CALM/) | $11.8M | 147,086 | 1.4% | 3 |
| BEL FUSE INC | [BELFA](https://holderbook.com/stocks/BELFA/) | $8.2M | 28,048 | 0.9% | 3 |
| BBB FOODS INC | [TBBB](https://holderbook.com/stocks/TBBB/) | $7.3M | 174,242 | 0.8% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $7.2M | 100,295 | 0.8% | 3 |
| BIO RAD LABS INC | [BIO](https://holderbook.com/stocks/BIO/) | $6.6M | 22,481 | 0.8% | 17 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $6.3M | 35,000 | 0.7% | 1 |
| ANDERSEN GROUP INC | [ANDG](https://holderbook.com/stocks/ANDG/) | $2.3M | 60,000 | 0.3% | 3 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $2.0M | 6,500 | 0.2% | 1 |
| NEPTUNE INS HLDGS INC | [NP](https://holderbook.com/stocks/NP/) | $1.6M | 50,500 | 0.2% | 3 |
| CURBLINE PPTYS CORP | [CURB](https://holderbook.com/stocks/CURB/) | $1.5M | 50,000 | 0.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.3M | 3,106 | 0.1% | 2 |
| BOBS DISC FURNITURE INC | [BOBS](https://holderbook.com/stocks/BOBS/) | $1.1M | 72,000 | 0.1% | 2 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $983.1K | 2,475 | 0.1% | 2 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $948.6K | 2,453 | 0.1% | 2 |
| YESWAY INC | [YSWY](https://holderbook.com/stocks/YSWY/) | $527.8K | 26,000 | 0.1% | 1 |
| ONCE UPON A FARM PBC | [OFRM](https://holderbook.com/stocks/OFRM/) | $409.6K | 20,000 | 0.0% | 2 |
| GRUPO AEROMEXICO SAB DE CV | [AERO](https://holderbook.com/stocks/AERO/) | $360.0K | 20,000 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.3% | +14.8% | -4.5% | 100% |
| Q1 2026 | -11.3% | -4.6% | -6.6% | 100% |
| Q4 2025 | -1.1% | +2.4% | -3.5% | 100% |
| Q3 2025 | +11.3% | +7.8% | +3.5% | 100% |
| Q2 2025 | +18.1% | +10.5% | +7.7% | 100% |
| Q1 2025 | -7.7% | -4.6% | -3.1% | 100% |
| Q4 2024 | +16.1% | +2.1% | +14.0% | 100% |
| Q3 2024 | +15.7% | +5.4% | +10.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $862.9M | 32 |
| Q1 2026 | $799.4M | 35 |
| Q4 2025 | $743.2M | 37 |
| Q3 2025 | $778.6M | 30 |
| Q2 2025 | $739.9M | 28 |
| Q1 2025 | $504.3M | 17 |
| Q4 2024 | $260.5M | 19 |
| Q3 2024 | $399.5M | 17 |
| Q2 2024 | $498.6M | 16 |
| Q1 2024 | $335.5M | 15 |
| Q4 2023 | $320.9M | 12 |
| Q3 2023 | $451.1M | 18 |