Hound Partners, LLC 13F Holdings · Q2 2026
Hound Partners, LLC reported 32 securities worth $862.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NCLH (16.38%), CCL (14.74%), META (11.82%). Among its top 25 positions this quarter: 10 new, 9 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $141.3M | 16.38% | 6.7M | Added |
| 2 | CCL | CARNIVAL CORP LTD | $127.2M | 14.74% | 4.5M | New |
| 3 | META | META PLATFORMS INC | $102.0M | 11.82% | 181,000 | New |
| 4 | NVDA | NVIDIA CORPORATION | $97.2M | 11.27% | 485,926 | Trimmed |
| 5 | GS | GOLDMAN SACHS GROUP INC | $63.7M | 7.38% | 63,000 | New |
| 6 | NBIS | NEBIUS GROUP N.V. | $55.2M | 6.40% | 200,000 | New |
| 7 | CRH | CRH PLC | $51.9M | 6.01% | 485,000 | New |
| 8 | IREN | IREN LIMITED | $37.3M | 4.32% | 815,000 | New |
| 9 | GLNG | GOLAR LNG LTD | $22.4M | 2.59% | 449,174 | Added |
| 10 | AMZN | AMAZON COM INC | $20.6M | 2.39% | 86,440 | Added |
| 11 | ENSG | ENSIGN GROUP INC | $20.6M | 2.38% | 128,305 | Added |
| 12 | MSFT | MICROSOFT CORP | $19.0M | 2.21% | 51,058 | Added |
| 13 | MHK | MOHAWK INDS INC | $16.2M | 1.88% | 133,868 | Added |
| 14 | FOX | FOX CORP | $15.5M | 1.80% | 331,136 | Added |
| 15 | LLYVA | LIBERTY LIVE HOLDINGS INC | $12.3M | 1.43% | 121,597 | Added |
| 16 | CALM | CAL MAINE FOODS INC | $11.8M | 1.37% | 147,086 | Trimmed |
| 17 | BELFA | BEL FUSE INC | $8.2M | 0.95% | 28,048 | Trimmed |
| 18 | TBBB | BBB FOODS INC | $7.3M | 0.84% | 174,242 | New |
| 19 | UBER | UBER TECHNOLOGIES INC | $7.2M | 0.84% | 100,295 | Added |
| 20 | BIO | BIO RAD LABS INC | $6.6M | 0.76% | 22,481 | Trimmed |
| 21 | DLR | DIGITAL RLTY TR INC | $6.3M | 0.73% | 35,000 | New |
| 22 | ANDG | ANDERSEN GROUP INC | $2.3M | 0.26% | 60,000 | Hold |
| 23 | QQQM | INVESCO EXCH TRADED FD TR II | $2.0M | 0.23% | 6,500 | New |
| 24 | CURB | CURBLINE PPTYS CORP | $1.5M | 0.18% | 50,000 | New |
| 25 | NP | NEPTUNE INS HLDGS INC | $1.6M | 0.18% | 50,500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR