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Hound Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $862,892,000
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NORWEGIAN CRUISE LINE HLDGS · SHS · G66721104 · shares: $141,326,658
- CARNIVAL CORP LTD · COMMON SHARES · G2004J103 · shares: $127,194,269
- META PLATFORMS INC · CL A · 30303M102 · shares: $101,955,490
- NVIDIA CORPORATION · COM · 67066G104 · shares: $97,228,933
- GOLDMAN SACHS GROUP INC · COM · 38141G104 · shares: $63,716,310
- NEBIUS GROUP N.V. · SHS CLASS A · N97284108 · shares: $55,234,000
- CRH PLC · ORD · G25508105 · shares: $51,895,000
- IREN LIMITED · ORDINARY SHARES · Q4982L109 · shares: $37,269,950
- GOLAR LNG LTD · SHS · G9456A100 · shares: $22,386,832
- AMAZON COM INC · COM · 023135106 · shares: $20,602,110
Reported holdings
32 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | — | 6,694,773 shares | $141,326,658 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 4,452,022 shares | $127,194,269 |
| META PLATFORMS INC | CL A | 30303M102 | — | 181,000 shares | $101,955,490 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 485,926 shares | $97,228,933 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 63,000 shares | $63,716,310 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 200,000 shares | $55,234,000 |
| CRH PLC | ORD | G25508105 | — | 485,000 shares | $51,895,000 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 815,000 shares | $37,269,950 |
| GOLAR LNG LTD | SHS | G9456A100 | — | 449,174 shares | $22,386,832 |
| AMAZON COM INC | COM | 023135106 | — | 86,440 shares | $20,602,110 |
| ENSIGN GROUP INC | COM | 29358P101 | — | 128,305 shares | $20,567,292 |
| MICROSOFT CORP | COM | 594918104 | — | 51,058 shares | $19,045,655 |
| MOHAWK INDS INC | COM | 608190104 | — | 133,868 shares | $16,242,204 |
| FOX CORP | CL B COM | 35137L204 | — | 331,136 shares | $15,510,410 |
| LIBERTY LIVE HOLDINGS INC | COM SER A | 530909100 | — | 121,597 shares | $12,312,912 |
| CAL MAINE FOODS INC | COM NEW | 128030202 | — | 147,086 shares | $11,849,248 |
| BEL FUSE INC | CL A | 077347201 | — | 28,048 shares | $8,168,419 |
| BBB FOODS INC | CL A COM | G0896C103 | — | 174,242 shares | $7,260,664 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 100,295 shares | $7,237,287 |
| BIO RAD LABS INC | CL A | 090572207 | — | 22,481 shares | $6,600,646 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 35,000 shares | $6,285,300 |
| ANDERSEN GROUP INC | CL A | 033853102 | — | 60,000 shares | $2,263,200 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 6,500 shares | $1,969,305 |
| NEPTUNE INS HLDGS INC | CL A | 64073B103 | — | 50,500 shares | $1,590,750 |
| CURBLINE PPTYS CORP | COM | 23128Q101 | — | 50,000 shares | $1,520,000 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 3,106 shares | $1,290,947 |
| BOBS DISC FURNITURE INC | COM SHS | 09681N106 | — | 72,000 shares | $1,139,040 |
| HUMANA INC | COM | 444859102 | — | 2,475 shares | $983,120 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 2,453 shares | $948,649 |
| YESWAY INC | COM CL A | 98585C100 | — | 26,000 shares | $527,800 |
| ONCE UPON A FARM PBC | COM | 68237F108 | — | 20,000 shares | $409,600 |
| GRUPO AEROMEXICO SAB DE CV | SPONSORED ADS | 40054J109 | — | 20,000 shares | $360,000 |