In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Hound Partners, LLC reported 18 stock positions worth $208.1 million . Its top holding was Microsoft (MSFT) at 12.3% of the portfolio, followed by Dollar General (DG, 9.8% ) and Bio-Rad Laboratories-A (BIO, 9.3% ). Compared with Q3 2024, it opened 5 new positions, sold out of 4, added to 3 and reduced 10. The biggest buy was a new position in Arrow Electronics (ARW) and the biggest sale an exit from iShares Bitcoin Trust ETF (IBIT).
Location NEW YORK, NY
CIK 0001353316
Portfolio Value $208.1M (Q4 2024) Holdings 18 stocks · $208.1M 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 Q3 2024 MSFT Microsoft Corp. 60,694 $25.6M Reduce -31.1% DG Dollar General Corp. 268,611 $20.4M Add +2.4% BIO Bio-Rad Laboratories-A 58,858 $19.3M Reduce -13.9% ENTG Entegris Inc. 192,582 $19.1M Add +138.3% ARW Arrow Electronics Inc. 140,483 $15.9M New AMZN Amazon.com Inc. 69,540 $15.3M Reduce -36.8% WDAY Workday Inc. Class A 49,780 $12.8M Reduce -39.0% HCA HCA Healthcare Inc. 36,138 $10.8M Add +130.0% V Visa Inc. Class A 30,610 $9.7M Reduce -49.5% MTN Vail Resorts Inc. 51,193 $9.6M Reduce -13.9% LLYVK Liberty Media Corp.-Liberty-C 104,622 $7.1M New DHR Danaher Corp. 30,880 $7.1M Reduce -13.9% MHK Mohawk Industries Inc. 57,843 $6.9M New RPD RAPID7 Inc. 161,621 $6.5M New GLNG Golar LNG Ltd. 150,483 $6.4M Reduce -80.2% ARWR Arrowhead Pharmaceuticals Inc. 325,525 $6.1M Reduce -14.0% NVDA Nvidia Corp. 37,755 $5.1M Reduce -31.7% UBER Uber Technologies Inc. 73,926 $4.5M New
Options reported separately and not counted above: ACHR calls ($52.4M).
Portfolio Sells Q3 2024 → Q4 2024 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ IBIT iShares Bitcoin Trust ETF Sold out 0.00% −22.44 BKNG Booking Holdings Inc. Sold out 0.00% −11.06 FTNT Fortinet Inc. Sold out 0.00% −9.55 GLNG Golar LNG Ltd. Reduce -80.2% 3.06% −3.95 FISV Fiserv Inc. Sold out 0.00% −2.40 V Visa Inc. Class A Reduce -49.5% 4.65% +0.48 NVDA Nvidia Corp. Reduce -31.7% 2.44% +0.76 DHR Danaher Corp. Reduce -13.9% 3.41% +0.91 ARWR Arrowhead Pharmaceuticals Inc. Reduce -14.0% 2.94% +1.10 WDAY Workday Inc. Class A Reduce -39.0% 6.17% +1.18 MTN Vail Resorts Inc. Reduce -13.9% 4.61% +2.02 AMZN Amazon.com Inc. Reduce -36.8% 7.33% +2.20 MSFT Microsoft Corp. Reduce -31.1% 12.29% +2.80 BIO Bio-Rad Laboratories-A Reduce -13.9% 9.29% +3.57
Portfolio Buys Q3 2024 → Q4 2024 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ ARW Arrow Electronics Inc. New 7.64% +7.64 ENTG Entegris Inc. Add +138.3% 9.17% +6.89 DG Dollar General Corp. Add +2.4% 9.79% +4.24 HCA HCA Healthcare Inc. Add +130.0% 5.21% +3.61 LLYVK Liberty Media Corp.-Liberty-C New 3.42% +3.42 MHK Mohawk Industries Inc. New 3.31% +3.31 RPD RAPID7 Inc. New 3.12% +3.12 UBER Uber Technologies Inc. New 2.14% +2.14
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ ACHR Archer Aviation Inc. Class A call New 5,372,900 $52.4M
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