Hound Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Hound Partners, LLC reported 34 stock positions worth $792.3 million. Its top holding was Carnival (CCL) at 14.7% of the portfolio, followed by Norwegian Cruise Line Holdin (NCLH, 13.5%) and Nvidia (NVDA, 10.9%). Compared with Q4 2025, it opened 11 new positions, sold out of 13, added to 11 and reduced 5. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale an exit from Meta Platforms Class A (META).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001353316
Portfolio Value
$792.3M (Q1 2026)
SEC Filing
0001353316-26-000003 ↗ filed May 15, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $335.5M Q1 2024 Q2 2024: $498.6M Q2 2024 Q3 2024: $399.5M Q3 2024 Q4 2024: $208.1M Q4 2024 Q1 2025: $504.3M Q1 2025 Q2 2025: $739.9M Q2 2025 Q3 2025: $778.6M Q3 2025 Q4 2025: $721.3M Q4 2025 Q1 2026: $792.3M $792.3M Q1 2026 Q2 2026: $862.9M Q2 2026

Holdings 34 stocks · $792.3M
CCL Carnival Corp. 14.75% 4,514,839 $116.8M Add +27.9%
NCLH Norwegian Cruise Line Holdin 13.48% 5,713,090 $106.8M Add +50.0%
NVDA Nvidia Corp. 10.88% 494,314 $86.2M Add +4.2%
PLTR Palantir Technologies Inc. Class A 10.02% 543,000 $79.4M No change
HOOD Robinhood Markets Inc. Class A 9.23% 1,055,555 $73.1M New
BRK.B Berkshire Hathaway Inc. Class B 6.26% 103,500 $49.6M New
SE Sea Ltd.-ADR 5.23% 500,000 $41.4M No change
NFLX Netflix Inc. 3.45% 284,500 $27.4M New
BIO Bio-Rad Laboratories-A 3.44% 97,724 $27.2M Add +125.9%
MS Morgan Stanley 2.94% 141,570 $23.3M New
GLNG Golar LNG Ltd. 2.32% 339,665 $18.4M Reduce -51.9%
MSFT Microsoft Corp. 2.21% 47,267 $17.5M Add +37.6%
AMZN Amazon.com Inc. 2.16% 82,115 $17.1M Add +80.7%
FOX Fox Corp. Class B 2.11% 314,185 $16.7M Add +3.0%
CALM Cal-Maine Foods Inc. 2.04% 203,851 $16.1M Add +163.6%
ENSG The Ensign Group Inc. 1.42% 55,681 $11.2M Reduce -14.7%
LLYVA Liberty Live Holdings Class A 1.30% 112,049 $10.3M New
MHK Mohawk Industries Inc. 1.25% 100,226 $9.9M Add +69.5%
ARW Arrow Electronics Inc. 1.00% 55,099 $7.9M Reduce -59.4%
UBER Uber Technologies Inc. 0.84% 92,698 $6.7M Add +68.1%
BELFA Bel Fuse Inc. Class A 0.79% 34,814 $6.3M Reduce -7.5%
MTN Vail Resorts Inc. 0.63% 38,624 $5.0M Reduce -35.0%
GIII G-III Apparel Group Ltd. 0.41% 115,853 $3.2M Add +3.4%
FPS Forgent Power Solutions Class A 0.37% 100,000 $2.9M New
ALH Alliance Laundry Holdings Inc. 0.22% 85,000 $1.8M No change
NTSK Netskope Inc. Class A 0.22% 206,500 $1.8M No change
ANDG Andersen Group Inc. Class A 0.21% 60,000 $1.6M No change
BOBS Bob's Discount Furniture 0.18% 122,000 $1.4M New
UNH Unitedhealth Group Inc. 0.16% 4,580 $1.2M New
NP Neptune Insurance Holdi Class A 0.15% 50,500 $1.2M No change
ELV Elevance Health Inc. 0.15% 3,935 $1.2M New
HUM Humana Inc. 0.14% 6,187 $1.1M New
OFRM Once Upon A Farm PBC 0.04% 20,000 $327K New
AERO Grupo Aeromexico Sab DE CV 0.04% 20,000 $280K No change

Options reported separately and not counted above: PATH calls ($7.1M).

Portfolio Sells Q4 2025 → Q1 2026
META Meta Platforms Inc. Class A Sold out 0.00% −7.05
ICLR Icon PLC Sold out 0.00% −1.89
ENTG Entegris Inc. Sold out 0.00% −1.86
ONON On Holding AG Class A Sold out 0.00% −1.61
KEX Kirby Corp. Sold out 0.00% −1.52
GLNG Golar LNG Ltd. Reduce -51.9% 2.32% −1.32
ARW Arrow Electronics Inc. Reduce -59.4% 1.00% −1.08
WDAY Workday Inc. Class A Sold out 0.00% −0.97
DG Dollar General Corp. Sold out 0.00% −0.87
FISV Fiserv Inc. Sold out 0.00% −0.61
MTN Vail Resorts Inc. Reduce -35.0% 0.63% −0.47
WBI Waterbridge Infrastruc Class A Sold out 0.00% −0.28
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.19
ENSG The Ensign Group Inc. Reduce -14.7% 1.42% −0.16
MIAX Miami International Holdings Sold out 0.00% −0.15
SBET Sharplink Inc. Sold out 0.00% −0.15
AMBQ Ambiq Micro Inc. Sold out 0.00% −0.08
BELFA Bel Fuse Inc. Class A Reduce -7.5% 0.79% −0.00

Portfolio Buys Q4 2025 → Q1 2026
HOOD Robinhood Markets Inc. Class A New 9.23% +9.23
BRK.B Berkshire Hathaway Inc. Class B New 6.26% +6.26
NFLX Netflix Inc. New 3.45% +3.45
MS Morgan Stanley New 2.94% +2.94
NCLH Norwegian Cruise Line Holdin Add +50.0% 13.48% +1.70
BIO Bio-Rad Laboratories-A Add +125.9% 3.44% +1.62
LLYVA Liberty Live Holdings Class A New 1.30% +1.30
CALM Cal-Maine Foods Inc. Add +163.6% 2.04% +1.18
AMZN Amazon.com Inc. Add +80.7% 2.16% +0.70
FPS Forgent Power Solutions Class A New 0.37% +0.37
MHK Mohawk Industries Inc. Add +69.5% 1.25% +0.35
UBER Uber Technologies Inc. Add +68.1% 0.84% +0.22
BOBS Bob's Discount Furniture New 0.18% +0.18
UNH Unitedhealth Group Inc. New 0.16% +0.16
ELV Elevance Health Inc. New 0.15% +0.15
HUM Humana Inc. New 0.14% +0.14
OFRM Once Upon A Farm PBC New 0.04% +0.04
GIII G-III Apparel Group Ltd. Add +3.4% 0.41% −0.04
MSFT Microsoft Corp. Add +37.6% 2.21% −0.09
CCL Carnival Corp. Add +27.9% 14.75% −0.20
FOX Fox Corp. Class B Add +3.0% 2.11% −0.64
NVDA Nvidia Corp. Add +4.2% 10.88% −1.39

Options Activity Q4 2025 → Q1 2026
PATH Uipath Inc. Class A call Reduce -52.2% 639,400 $7.1M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 32$862.9MNCLH, CCL, META, NVDA, GS
Q1 2026 34$792.3MCCL, NCLH, NVDA, PLTR, HOOD
Q4 2025 36$721.3MCCL, PLTR, NVDA, NCLH, SE
Q3 2025 30$778.6MCCL, GS, SE, NVDA, NCLH
Q2 2025 28$739.9MCCL, SE, NVDA, NCLH, EXPE
Q1 2025 17$504.3MNVDA, NCLH, CCL, EXPE, BIO
Q4 2024 18$208.1MMSFT, DG, BIO, ENTG, ARW
Q3 2024 17$399.5MIBIT, BKNG, FTNT, MSFT, GLNG
Q2 2024 16$498.6MFTNT, IBIT, BKNG, BIO, GLNG
Q1 2024 15$335.5MBIO, GLNG, HCA, IBIT, MSFT