Q3 2025 · 13F-HR
Hound Partners, LLCholdings as filed
Filed 2025-11-14 · accession 0001353316-25-000010
$778.6M
Reported value
30
Positions
2025-09-30
Period end
The Brief · Hound Partners, LLC · Q3 2025
AI · grounded in 13F
Hound Partners, LLC established a new position in Carnival Corp CCL1EUR valued at $106.6M. The fund also initiated new stakes in Goldman Sachs Group Inc GS for $92.4M and Sea Ltd SE for $89.4M. Additional new positions include Nvidia Corporation NVDA at $88.1M and Norwegian Cruise Line Hldg L NCLH at $76.2M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 143658300 | CCL1EUR | CARNIVAL CORP | $106.6M | 13.7% | 3,686,833 | Common | SHARED |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $92.4M | 11.9% | 116,000 | Common | SHARED |
| 81141R100 | SE | SEA LTD | $89.4M | 11.5% | 500,000 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $88.1M | 11.3% | 472,259 | Common | SHARED |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $76.2M | 9.78% | 3,093,070 | Common | SHARED |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $48.4M | 6.21% | 226,375 | Common | SHARED |
| 090572207 | BIO | BIO RAD LABS INC | $29.2M | 3.74% | 103,963 | Common | SHARED |
| G9456A100 | GLNG | GOLAR LNG LTD | $26.6M | 3.42% | 658,751 | Common | SHARED |
| 042735100 | ARW | ARROW ELECTRS INC | $19.8M | 2.55% | 163,861 | Common | SHARED |
| 29362U104 | ENTG | ENTEGRIS INC | $18.5M | 2.38% | 200,263 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $18.1M | 2.32% | 34,888 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $15.0M | 1.93% | 62,402 | Common | SHARED |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $14.0M | 1.79% | 144,022 | Common | SHARED |
| G4705A100 | ICLR | ICON PLC | $13.1M | 1.69% | 75,000 | Common | SHARED |
| 36237H101 | GIII | G III APPAREL GROUP LTD | $12.7M | 1.64% | 478,909 | Common | SHARED |
| 256677105 | DG | DOLLAR GEN CORP NEW | $12.6M | 1.61% | 121,564 | Common | SHARED |
| 29358P101 | ENSG | ENSIGN GROUP INC | $12.1M | 1.55% | 69,801 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $12.0M | 1.55% | 54,871 | Common | SHARED |
| 91879Q109 | MTN | VAIL RESORTS INC | $11.3M | 1.45% | 75,320 | Common | SHARED |
| 497266106 | KEX | KIRBY CORP | $11.1M | 1.42% | 132,831 | Common | SHARED |
| H5919C104 | ONON | ON HLDG AG | $10.6M | 1.36% | 250,000 | Common | SHARED |
| 337738108 | FISV | FISERV INC | $10.2M | 1.31% | 79,112 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $9.2M | 1.18% | 71,405 | Common | SHARED |
| 40412C101 | HCA | HCA HEALTHCARE INC | $7.8M | 1.00% | 18,265 | Common | SHARED |
| 64119N608 | NTSK | NETSKOPE INC | $4.7M | 0.60% | 206,500 | Common | SHARED |
| 753422104 | RPD | RAPID7 INC | $2.9M | 0.37% | 154,920 | Common | SHARED |
| 940923105 | WBI | WATERBRIDGE INFRASTRUCTURE L | $2.5M | 0.32% | 100,000 | Common | SHARED |
| 820014405 | SBET | SHARPLINK GAMING INC | $2.0M | 0.26% | 118,790 | Common | SHARED |
| 59356Q108 | MIAX | MIAMI INTL HLDGS INC | $1.0M | 0.13% | 25,000 | Common | SHARED |
| 023193105 | AMBQ | AMBIQ MICRO INC | $598,400 | 0.08% | 20,000 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.