Hound Partners as of June 30, 2025
Portfolio Holdings for Hound Partners
Hound Partners holds 28 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carnival Corp Unit 99/99/9999 (CCL) | 13.3 | $98M | 3.5M | 28.12 | |
| Sea Sponsord Ads (SE) | 10.8 | $80M | 500k | 159.94 | |
| NVIDIA Corporation (NVDA) | 10.8 | $80M | 506k | 157.99 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 9.2 | $68M | 3.4M | 20.28 | |
| Expedia Group Com New (EXPE) | 8.0 | $59M | 351k | 168.68 | |
| Goldman Sachs (GS) | 7.7 | $57M | 80k | 707.75 | |
| Bio Rad Labs Cl A (BIO) | 5.9 | $44M | 182k | 241.32 | |
| Golar Lng SHS (GLNG) | 3.6 | $27M | 654k | 41.19 | |
| Apple (AAPL) | 3.4 | $25M | 123k | 205.17 | |
| Entegris (ENTG) | 3.4 | $25M | 308k | 80.65 | |
| Arrow Electronics (ARW) | 2.8 | $21M | 162k | 127.43 | |
| Microsoft Corporation (MSFT) | 2.7 | $20M | 40k | 497.41 | |
| Liberty Media Corp Del Com Lbty Liv S C | 2.4 | $18M | 219k | 81.16 | |
| Workday Cl A (WDAY) | 2.0 | $15M | 62k | 240.00 | |
| Dollar General (DG) | 1.9 | $14M | 121k | 114.38 | |
| On Hldg Namen Akt A (ONON) | 1.8 | $13M | 250k | 52.05 | |
| Hca Holdings (HCA) | 1.6 | $12M | 32k | 383.10 | |
| Amazon (AMZN) | 1.6 | $12M | 54k | 219.39 | |
| Vail Resorts (MTN) | 1.6 | $12M | 75k | 157.13 | |
| Icon SHS (ICLR) | 1.5 | $11M | 75k | 145.45 | |
| Mohawk Industries (MHK) | 1.5 | $11M | 103k | 104.84 | |
| Fiserv (FI) | 0.8 | $5.8M | 33k | 172.41 | |
| UnitedHealth (UNH) | 0.6 | $4.2M | 13k | 311.97 | |
| Rapid7 (RPD) | 0.5 | $3.5M | 153k | 23.13 | |
| G-III Apparel (GIII) | 0.4 | $2.8M | 126k | 22.40 | |
| Servicetitan Shs Cl A (TTAN) | 0.3 | $2.1M | 20k | 107.18 | |
| Onestream Cl A (OS) | 0.1 | $849k | 30k | 28.30 | |
| Ategrity Specialty In Co Ho (ASIC) | 0.0 | $215k | 10k | 21.52 |
