Hound Partners, LLC
Hound Partners, LLC reported 32 holdings worth US$863M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Hound Partners, LLC reported 32 holdings worth US$863M as of Jun 30, 2026. Largest: Norwegian Cruise Line Holdings Ltd., Carnival Corporation Ltd. and Meta Platforms, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$863M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Norwegian Cruise Line Holdings Ltd. | 6.69M | US$141M | 16.4% |
| Carnival Corporation Ltd. | 4.45M | US$127M | 14.7% |
| Meta Platforms, Inc. | 181K | US$102M | 11.8% |
| Nvidia Corporation | 486K | US$97.2M | 11.3% |
| Goldman Sachs Group, Inc. (the) | 63,000 | US$63.7M | 7.4% |
| Golar Lng Limited | 449K | US$22.4M | 2.6% |
| Amazon.com, Inc. | 86,440 | US$20.6M | 2.4% |
| The Ensign Group, Inc. | 128K | US$20.6M | 2.4% |
| Microsoft Corp. | 51,058 | US$19M | 2.2% |
| Mohawk Industries, Inc. | 134K | US$16.2M | 1.9% |
| Fox Corporation | 297K | US$15.5M | 1.8% |
| Liberty Live Holdings, Inc. - Series A Liberty Live Group | 117K | US$12.3M | 1.4% |
| Cal-maine Foods, Inc. | 147K | US$11.8M | 1.4% |
| Bel Fuse Inc. | 24,527 | US$8.17M | 0.95% |
| Bbb Foods Inc. | 174K | US$7.26M | 0.84% |
| Uber Technologies, Inc. | 100K | US$7.24M | 0.84% |
| Bio-rad Laboratories, Inc. | 22,481 | US$6.6M | 0.76% |
| Digital Realty Trust, Inc. | 35,000 | US$6.29M | 0.73% |
| Andersen Group Inc. | 60,000 | US$2.26M | 0.26% |
| Neptune Insurance Holdings Inc. | 50,500 | US$1.59M | 0.18% |
| Curbline Properties Corp. | 50,000 | US$1.52M | 0.18% |
| Unitedhealth Group Incorporated | 3,106 | US$1.29M | 0.15% |
| Bob's Discount Furniture, Inc. | 72,000 | US$1.14M | 0.13% |
| Humana Inc. | 2,475 | US$983K | 0.11% |
| Elevance Health, Inc. | 2,453 | US$949K | 0.11% |
| Yesway, Inc. | 26,000 | US$528K | 0.06% |
| Once Upon A Farm, Pbc | 20,000 | US$410K | 0.05% |
| Grupo Aeromexico, S.a.b. De C.v. | 20,000 | US$360K | 0.04% |
| Alliance Laundry Holdings Inc. | 0 | US$0 | 0.00% |
| Arrow Electronics, Inc. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Forgent Power Solutions, Inc. | 0 | US$0 | 0.00% |
| G-iii Apparel Group, Ltd. | 0 | US$0 | 0.00% |
| Morgan Stanley | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Netskope, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Vail Resorts, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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