In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Hound Partners, LLC reported 32 stock positions worth $862.9 million . Its top holding was Norwegian Cruise Line Holdin (NCLH) at 16.4% of the portfolio, followed by Carnival (CCL, 14.7% ) and Meta Platforms Class A (META, 11.8% ). Compared with Q1 2026, it opened 10 new positions, sold out of 12, added to 9 and reduced 9. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
Location NEW YORK, NY
CIK 0001353316
Portfolio Value $862.9M (Q2 2026) Holdings 32 stocks · $862.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 NCLH Norwegian Cruise Line Holdin 6,694,773 $141.3M Add +17.2% CCL Carnival Corp. Ltd. 4,452,022 $127.2M Reduce -1.4% META Meta Platforms Inc. Class A 181,000 $102.0M New NVDA Nvidia Corp. 485,926 $97.2M Reduce -1.7% GS Goldman Sachs Group Inc. 63,000 $63.7M New NBIS Nebius Group NV 200,000 $55.2M New CRH CRH PLC 485,000 $51.9M New IREN Iren Ltd. filed as IREN LIMITED 815,000 $37.3M New GLNG Golar LNG Ltd. 449,174 $22.4M Add +32.2% AMZN Amazon.com Inc. 86,440 $20.6M Add +5.3% ENSG The Ensign Group Inc. 128,305 $20.6M Add +130.4% MSFT Microsoft Corp. 51,058 $19.0M Add +8.0% MHK Mohawk Industries Inc. 133,868 $16.2M Add +33.6% FOX Fox Corp. Class B 331,136 $15.5M Add +5.4% LLYVA Liberty Live Holdings Class A 121,597 $12.3M Add +8.5% CALM Cal-Maine Foods Inc. 147,086 $11.8M Reduce -27.9% BELFA Bel Fuse Inc. Class A 28,048 $8.2M Reduce -19.4% TBBB BBB Foods Inc. Class A 174,242 $7.3M New UBER Uber Technologies Inc. 100,295 $7.2M Add +8.2% BIO Bio-Rad Laboratories-A 22,481 $6.6M Reduce -77.0% DLR Digital Realty Trust Inc. 35,000 $6.3M New ANDG Andersen Group Inc. Class A 60,000 $2.3M No change QQQM Invesco Nasdaq 100 ETF 6,500 $2.0M New NP Neptune Insurance Holdi Class A 50,500 $1.6M No change CURB Curbline Properties Corp. 50,000 $1.5M New UNH Unitedhealth Group Inc. 3,106 $1.3M Reduce -32.2% BOBS Bob's Discount Furniture 72,000 $1.1M Reduce -41.0% HUM Humana Inc. 2,475 $983K Reduce -60.0% ELV Elevance Health Inc. 2,453 $949K Reduce -37.7% YSWY Yesway Inc. Class A 26,000 $528K New OFRM Once Upon A Farm PBC 20,000 $410K No change AERO Grupo Aeromexico Sab DE CV 20,000 $360K No change
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ PLTR Palantir Technologies Inc. Class A Sold out 0.00% −10.02 HOOD Robinhood Markets Inc. Class A Sold out 0.00% −9.23 BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −6.26 SE Sea Ltd.-ADR Sold out 0.00% −5.23 NFLX Netflix Inc. Sold out 0.00% −3.45 MS Morgan Stanley Sold out 0.00% −2.94 BIO Bio-Rad Laboratories-A Reduce -77.0% 0.76% −2.67 ARW Arrow Electronics Inc. Sold out 0.00% −1.00 CALM Cal-Maine Foods Inc. Reduce -27.9% 1.37% −0.66 MTN Vail Resorts Inc. Sold out 0.00% −0.63 GIII G-III Apparel Group Ltd. Sold out 0.00% −0.41 FPS Forgent Power Solutions Class A Sold out 0.00% −0.37 ALH Alliance Laundry Holdings Inc. Sold out 0.00% −0.22 NTSK Netskope Inc. Class A Sold out 0.00% −0.22 BOBS Bob's Discount Furniture Reduce -41.0% 0.13% −0.05 ELV Elevance Health Inc. Reduce -37.7% 0.11% −0.04 HUM Humana Inc. Reduce -60.0% 0.11% −0.02 UNH Unitedhealth Group Inc. Reduce -32.2% 0.15% −0.01 CCL Carnival Corp. Ltd. Reduce -1.4% 14.74% −0.01 BELFA Bel Fuse Inc. Class A Reduce -19.4% 0.95% +0.15 NVDA Nvidia Corp. Reduce -1.7% 11.27% +0.39
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ META Meta Platforms Inc. Class A New 11.82% +11.82 GS Goldman Sachs Group Inc. New 7.38% +7.38 NBIS Nebius Group NV New 6.40% +6.40 CRH CRH PLC New 6.01% +6.01 IREN Iren Ltd. New 4.32% +4.32 NCLH Norwegian Cruise Line Holdin Add +17.2% 16.38% +2.89 ENSG The Ensign Group Inc. Add +130.4% 2.38% +0.97 TBBB BBB Foods Inc. Class A New 0.84% +0.84 DLR Digital Realty Trust Inc. New 0.73% +0.73 MHK Mohawk Industries Inc. Add +33.6% 1.88% +0.64 GLNG Golar LNG Ltd. Add +32.2% 2.59% +0.27 AMZN Amazon.com Inc. Add +5.3% 2.39% +0.23 QQQM Invesco Nasdaq 100 ETF New 0.23% +0.23 CURB Curbline Properties Corp. New 0.18% +0.18 LLYVA Liberty Live Holdings Class A Add +8.5% 1.43% +0.13 YSWY Yesway Inc. Class A New 0.06% +0.06 MSFT Microsoft Corp. Add +8.0% 2.21% −0.00 UBER Uber Technologies Inc. Add +8.2% 0.84% −0.00 FOX Fox Corp. Class B Add +5.4% 1.80% −0.31
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ PATH Uipath Inc. Class A call Sold out 639,400 $7.1Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 32 $862.9M NCLH, CCL, META, NVDA, GS Q1 2026 34 $792.3M CCL, NCLH, NVDA, PLTR, HOOD Q4 2025 36 $721.3M CCL, PLTR, NVDA, NCLH, SE Q3 2025 30 $778.6M CCL, GS, SE, NVDA, NCLH Q2 2025 28 $739.9M CCL, SE, NVDA, NCLH, EXPE Q1 2025 17 $504.3M NVDA, NCLH, CCL, EXPE, BIO Q4 2024 18 $208.1M MSFT, DG, BIO, ENTG, ARW Q3 2024 17 $399.5M IBIT, BKNG, FTNT, MSFT, GLNG Q2 2024 16 $498.6M FTNT, IBIT, BKNG, BIO, GLNG Q1 2024 15 $335.5M BIO, GLNG, HCA, IBIT, MSFT