Q1 2026 · 13F-HR
Hound Partners, LLCholdings as filed
Filed 2026-05-15 · accession 0001353316-26-000003
$799.4M
Reported value
35
Positions
2026-03-31
Period end
The Brief · Hound Partners, LLC · Q1 2026
AI · grounded in 13F
Hound Partners, LLC exited its position in META for a reduction of $50.8M. The fund established several new positions, led by a $73.1M investment in HOOD and $49.6M in BRK/B. Other new entries include NFLX at $27.4M and MS at $23.3M. Additionally, the fund closed positions in ICLR, ENTG, and ONON.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 143658300 | CCL1EUR | CARNIVAL CORP | $116.8M | 14.6% | 4,514,839 | Common | SHARED |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $106.8M | 13.4% | 5,713,090 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $86.2M | 10.8% | 494,314 | Common | SHARED |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $79.4M | 9.94% | 543,000 | Common | SHARED |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $73.1M | 9.15% | 1,055,555 | Common | SHARED |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.6M | 6.20% | 103,500 | Common | SHARED |
| 81141R100 | SE | SEA LTD | $41.4M | 5.18% | 500,000 | Common | SHARED |
| 64110L106 | NFLX | NETFLIX INC. | $27.4M | 3.42% | 284,500 | Common | SHARED |
| 090572207 | BIO | BIO RAD LABS INC | $27.2M | 3.41% | 97,724 | Common | SHARED |
| 617446448 | MS | MORGAN STANLEY | $23.3M | 2.91% | 141,570 | Common | SHARED |
| G9456A100 | GLNG | GOLAR LNG LTD | $18.4M | 2.30% | 339,665 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $17.5M | 2.19% | 47,267 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $17.1M | 2.14% | 82,115 | Common | SHARED |
| 35137L204 | FOX | FOX CORP | $16.7M | 2.09% | 314,185 | Common | SHARED |
| 128030202 | CALM | CAL MAINE FOODS INC | $16.1M | 2.02% | 203,851 | Common | SHARED |
| 29358P101 | ENSG | ENSIGN GROUP INC | $11.2M | 1.40% | 55,681 | Common | SHARED |
| 530909100 | LLYVA | LIBERTY LIVE HOLDINGS INC | $10.3M | 1.28% | 112,049 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $9.9M | 1.23% | 100,226 | Common | SHARED |
| 042735100 | ARW | ARROW ELECTRS INC | $7.9M | 0.99% | 55,099 | Common | SHARED |
| 90364P105 | PATH | UIPATH INC | $7.1M | 0.89% | 639,400 | CALL | SHARED |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $6.7M | 0.83% | 92,698 | Common | SHARED |
| 077347201 | BELFA | BEL FUSE INC | $6.3M | 0.78% | 34,814 | Common | SHARED |
| 91879Q109 | MTN | VAIL RESORTS INC | $5.0M | 0.62% | 38,624 | Common | SHARED |
| 36237H101 | GIII | G III APPAREL GROUP LTD | $3.2M | 0.40% | 115,853 | Common | SHARED |
| 34631F102 | FPS | FORGENT POWER SOLUTIONS INC | $2.9M | 0.37% | 100,000 | Common | SHARED |
| 01862Q107 | ALH | ALLIANCE LAUNDRY HLDGS INC | $1.8M | 0.22% | 85,000 | Common | SHARED |
| 64119N608 | NTSK | NETSKOPE INC | $1.8M | 0.22% | 206,500 | Common | SHARED |
| 033853102 | ANDG | ANDERSEN GROUP INC | $1.6M | 0.20% | 60,000 | Common | SHARED |
| 09681N106 | BOBS | BOBS DISC FURNITURE INC | $1.4M | 0.18% | 122,000 | Common | SHARED |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.16% | 4,580 | Common | SHARED |
| 64073B103 | NP | NEPTUNE INS HLDGS INC | $1.2M | 0.15% | 50,500 | Common | SHARED |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $1.2M | 0.14% | 3,935 | Common | SHARED |
| 444859102 | HUM | HUMANA INC | $1.1M | 0.13% | 6,187 | Common | SHARED |
| 68237F108 | OFRM | ONCE UPON A FARM PBC | $327,000 | 0.04% | 20,000 | Common | SHARED |
| 40054J109 | AERO | GRUPO AEROMEXICO SAB DE CV | $280,200 | 0.04% | 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.