Hound Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Hound Partners, LLC reported 15 stock positions worth $335.5 million. Its top holding was Bio-Rad Laboratories-A (BIO) at 27.3% of the portfolio, followed by Golar LNG (GLNG, 13.5%) and HCA Healthcare (HCA, 7.8%). Compared with Q4 2023, it opened 4 new positions, sold out of 1, added to 5 and reduced 6. The biggest buy was a new position in iShares Bitcoin Trust ETF (IBIT) and the biggest sale Vanguard Utilities ETF (VPU, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001353316
- Portfolio Value
- $335.5M (Q1 2024)
- SEC Filing
- 0001353316-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 15 stocks · $335.5M
| BIO Bio-Rad Laboratories-A | 27.27% | 264,537 | $91.5M | Add +1.1% |
| GLNG Golar LNG Ltd. | 13.53% | 1,887,023 | $45.4M | Add +33.5% |
| HCA HCA Healthcare Inc. | 7.81% | 78,603 | $26.2M | Reduce -53.3% |
| IBIT iShares Bitcoin Trust ETF | 7.42% | 614,881 | $24.9M | New |
| MSFT Microsoft Corp. | 6.90% | 54,992 | $23.1M | Reduce -18.7% |
| KEX Kirby Corp. | 6.39% | 224,890 | $21.4M | Reduce -44.8% |
| WDAY Workday Inc. Class A | 5.81% | 71,418 | $19.5M | Add +62.9% |
| WSC Willscot Holdings Corp. | 5.27% | 380,022 | $17.7M | New |
| MHK Mohawk Industries Inc. | 4.65% | 119,223 | $15.6M | Add +9.9% |
| VPU Vanguard Utilities ETF | 3.71% | 87,266 | $12.4M | Reduce -69.3% |
| DHR Danaher Corp. | 3.50% | 46,988 | $11.7M | Add +10.7% |
| FISV Fiserv Inc. | 3.03% | 63,627 | $10.2M | New |
| BKNG Booking Holdings Inc. | 2.97% | 2,751 | $10.0M | New |
| CALM Cal-Maine Foods Inc. | 1.65% | 94,169 | $5.5M | Reduce -71.1% |
| FTCI FTC Solar Inc. | 0.09% | 547,892 | $295K | Reduce -2.4% |
Portfolio Sells Q4 2023 → Q1 2024
| VPU Vanguard Utilities ETF | Reduce -69.3% | 3.71% | −8.41 |
| HCA HCA Healthcare Inc. | Reduce -53.3% | 7.81% | −6.39 |
| CALM Cal-Maine Foods Inc. | Reduce -71.1% | 1.65% | −4.18 |
| KEX Kirby Corp. | Reduce -44.8% | 6.39% | −3.58 |
| RH RH | Sold out | 0.00% | −3.05 |
| MSFT Microsoft Corp. | Reduce -18.7% | 6.90% | −1.03 |
| FTCI FTC Solar Inc. | Reduce -2.4% | 0.09% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| IBIT iShares Bitcoin Trust ETF | New | 7.42% | +7.42 |
| WSC Willscot Holdings Corp. | New | 5.27% | +5.27 |
| GLNG Golar LNG Ltd. | Add +33.5% | 13.53% | +3.40 |
| FISV Fiserv Inc. | New | 3.03% | +3.03 |
| BKNG Booking Holdings Inc. | New | 2.97% | +2.97 |
| WDAY Workday Inc. Class A | Add +62.9% | 5.81% | +2.03 |
| MHK Mohawk Industries Inc. | Add +9.9% | 4.65% | +1.15 |
| BIO Bio-Rad Laboratories-A | Add +1.1% | 27.27% | +0.95 |
| DHR Danaher Corp. | Add +10.7% | 3.50% | +0.44 |
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 |