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Hound Partners, LLC

CIK 1353316 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Hound Partners, LLC reported 32 US-listed holdings worth $862.9 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Norwegian Cruise Line Holdings Ltd. (16.4%), Carnival Corp. Ltd. (14.7%) and Meta Platforms, Inc. (11.8%). Against the quarter before, it opened 11 positions, added to 9, trimmed 8 and sold out of 13.

Reported holdings$862.9M+8.9% on Q1 2026
Positions32-2 on Q1 2026
The largest ten83.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
NCLH16.4%CCL14.7%META11.8%NVDA11.3%GS7.4%NBIS6.4%CRH6.0%IREN4.3%GLNG2.6%AMZN2.4%ENSG2.4%MSFT2.2%MHK1.9%FOX1.8%18 more8.4%

The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $399.5 million in 17 positions$400MQ3 24Q4 2024: $208.1 million in 18 positions$208MQ4 24Q1 2025: $504.3 million in 17 positions$504MQ1 25Q2 2025: $739.9 million in 28 positions$740MQ2 25Q3 2025: $778.6 million in 30 positions$779MQ3 25Q4 2025: $721.3 million in 36 positions$721MQ4 25Q1 2026: $792.3 million in 34 positions$792MQ1 26Q2 2026: $862.9 million in 32 positions$863MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +36.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +36.5%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 11Added 9Held 4Trimmed 8Sold out 13
Opened: 11Added: 9Held: 4Trimmed: 8Sold out: 13

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Carnival Corp. Ltd. CCL$127.2 million
  2. Meta Platforms, Inc. META$102.0 million
  3. Goldman Sachs Group Inc. GS$63.7 million
  4. Yandex N V NBIS$55.2 million
  5. CRH Public Ltd. Co. CRH$51.9 million
  6. Iris Energy Ltd IREN$37.3 million
  7. BBB Foods Inc. TBBB$7.3 million
  8. Digital Realty Trust, Inc. DLR$6.3 million

and 3 more in the table below

Added to 9

  1. Norwegian Cruise Line Holdings Ltd. NCLH+981,683 shares · +17%
  2. Ensign Group, Inc. ENSG+72,624 shares · +130%
  3. Golar LNG Ltd GLNG+109,509 shares · +32%
  4. Mohawk Industries Inc. MHK+33,642 shares · +34%
  5. Microsoft Corp. MSFT+3,791 shares · +8%
  6. Amazon.com Inc. AMZN+4,325 shares · +5%
  7. Liberty Live Holdings Inc. Com Ser A LLYVA+9,548 shares · +9%
  8. Fox Corp. FOX+16,951 shares · +5%

and 1 more in the table below

Trimmed 8

  1. Bio-Rad Laboratories, Inc. BIO-75,243 shares · -77%
  2. Cal-Maine Foods Inc. CALM-56,765 shares · -28%
  3. Bel Fuse Inc. BELFA-6,766 shares · -19%
  4. NVIDIA Corp. NVDA-8,388 shares · -2%
  5. Humana Inc. HUM-3,712 shares · -60%
  6. Bobs Disc Furniture Inc. BOBS-50,000 shares · -41%
  7. UnitedHealth Group Inc. UNH-1,474 shares · -32%
  8. Elevance Health, Inc. ELV-1,482 shares · -38%

Sold out of 13

  1. Carnival Corp. Ltd. CCL$116.8 million last quarter
  2. Palantir Technologies Inc. PLTR$79.4 million last quarter
  3. Robinhood Markets, Inc. HOOD$73.1 million last quarter
  4. Berkshire Hathaway Inc. Class B BRKB$49.6 million last quarter
  5. Sea Limited SE$41.4 million last quarter
  6. Netflix Inc. NFLX$27.4 million last quarter
  7. Morgan Stanley MS$23.3 million last quarter
  8. Arrow Electronics, Inc. ARW$7.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Norwegian Cruise Line Holdings Ltd. NCLH6.7M$141.3 million16.38%+981.7K
Carnival Corp. Ltd. CCL4.5M$127.2 million14.74%new
Meta Platforms, Inc. META181.0K$102.0 million11.82%new
NVIDIA Corp. NVDA485.9K$97.2 million11.27%-8.4K
Goldman Sachs Group Inc. GS63.0K$63.7 million7.38%new
Yandex N V NBIS200.0K$55.2 million6.40%new
CRH Public Ltd. Co. CRH485.0K$51.9 million6.01%new
Iris Energy Ltd IREN815.0K$37.3 million4.32%new
Golar LNG Ltd GLNG449.2K$22.4 million2.59%+109.5K
Amazon.com Inc. AMZN86.4K$20.6 million2.39%+4.3K
Ensign Group, Inc. ENSG128.3K$20.6 million2.38%+72.6K
Microsoft Corp. MSFT51.1K$19.0 million2.21%+3.8K
Mohawk Industries Inc. MHK133.9K$16.2 million1.88%+33.6K
Fox Corp. FOX331.1K$15.5 million1.80%+17.0K
Liberty Live Holdings Inc. Com Ser A LLYVA121.6K$12.3 million1.43%+9.5K
Cal-Maine Foods Inc. CALM147.1K$11.8 million1.37%-56.8K
Bel Fuse Inc. BELFA28.0K$8.2 million0.95%-6.8K
BBB Foods Inc. TBBB174.2K$7.3 million0.84%new
Uber Technologies, Inc. UBER100.3K$7.2 million0.84%+7.6K
Bio-Rad Laboratories, Inc. BIO22.5K$6.6 million0.76%-75.2K
Digital Realty Trust, Inc. DLR35.0K$6.3 million0.73%new
Andersen Group Inc. ANDG60.0K$2.3 million0.26%no change
Invesco Exch Traded FD Trust II QQQM6.5K$2.0 million0.23%new
Neptune Insurance Holdings Inc. NP50.5K$1.6 million0.18%no change
Curbline Properties Corp. CURB50.0K$1.5 million0.18%new
UnitedHealth Group Inc. UNH3.1K$1.3 million0.15%-1.5K
Bobs Disc Furniture Inc. BOBS72.0K$1.1 million0.13%-50.0K
Humana Inc. HUM2.5K$983,1200.11%-3.7K
Elevance Health, Inc. ELV2.5K$948,6490.11%-1.5K
Yesway Inc. A YSWY26.0K$527,8000.06%new
Once Upon A Farm PBC OFRM20.0K$409,6000.05%no change
Grupo Aeromexico Sab De CV AERO20.0K$360,0000.04%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 13 it sold out of are in the box above.