Hound Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$799.4M
Q ending 2026-03-31
Prior quarter
$743.2M
Q ending 2025-12-31
Change
+7.6% QoQ · +58.5% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Carnival Corp | CCL1EUR | Shares | $116.8M | 4.5M |
| Norwegian Cruise Line Hldgs | Shares | $106.8M | 5.7M | |
| Nvidia Corporation | NVDA | Shares | $86.2M | 494K |
| Palantir Technologies Inc | PLTR | Shares | $79.4M | 543K |
| Robinhood Mkts Inc | HOOD | Shares | $73.1M | 1.1M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $49.6M | 104K |
| Sea Ltd | SE | Shares | $41.4M | 500K |
| Netflix Inc. | NFLX | Shares | $27.4M | 285K |
| Bio Rad Labs Inc | BIO | Shares | $27.2M | 98K |
| Morgan Stanley | MS | Shares | $23.3M | 142K |
| Golar Lng Ltd | Shares | $18.4M | 340K | |
| Microsoft Corp | MSFT | Shares | $17.5M | 47K |
| Amazon Com Inc | AMZN | Shares | $17.1M | 82K |
| Fox Corp | FOX | Shares | $16.7M | 314K |
| Cal Maine Foods Inc | CALM | Shares | $16.1M | 204K |
| Ensign Group Inc | ENSG | Shares | $11.2M | 56K |
| Liberty Live Holdings Inc | LLYVA | Shares | $10.3M | 112K |
| Mohawk Inds Inc | MHK | Shares | $9.9M | 100K |
| Arrow Electrs Inc | ARW | Shares | $7.9M | 55K |
| Uipath Inc | PATH | Call | $7.1M | 639K |
| Uber Technologies Inc | UBER | Shares | $6.7M | 93K |
| Bel Fuse Inc | BELFA | Shares | $6.3M | 35K |
| Vail Resorts Inc | MTN | Shares | $5.0M | 39K |
| G Iii Apparel Group Ltd | GIII | Shares | $3.2M | 116K |
| Forgent Power Solutions Inc | FPS | Shares | $2.9M | 100K |
| Alliance Laundry Hldgs Inc | ALH | Shares | $1.8M | 85K |
| Netskope Inc | NTSK | Shares | $1.8M | 207K |
| Andersen Group Inc | ANDG | Shares | $1.6M | 60K |
| Bobs Disc Furniture Inc | BOBS | Shares | $1.4M | 122K |
| Unitedhealth Group Inc | UNH | Shares | $1.2M | 5K |
| Neptune Ins Hldgs Inc | NP | Shares | $1.2M | 51K |
| Elevance Health Inc Formerly | ELV | Shares | $1.2M | 4K |
| Humana Inc | HUM | Shares | $1.1M | 6K |
| Once Upon A Farm Pbc | OFRM | Shares | $327K | 20K |
| Grupo Aeromexico Sab De Cv | AERO | Shares | $280K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.