Hound Partners

Hound Partners as of Sept. 30, 2025

Portfolio Holdings for Hound Partners

Hound Partners holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carnival Corp Unit 99/99/9999 (CCL) 13.7 $107M 3.7M 28.91
Goldman Sachs (GS) 11.9 $92M 116k 796.35
Sea Sponsord Ads (SE) 11.5 $89M 500k 178.73
NVIDIA Corporation (NVDA) 11.3 $88M 472k 186.58
Norwegian Cruise Line Hldg L SHS (NCLH) 9.8 $76M 3.1M 24.63
Expedia Group Com New (EXPE) 6.2 $48M 226k 213.75
Bio Rad Labs Cl A (BIO) 3.7 $29M 104k 280.39
Golar Lng SHS (GLNG) 3.4 $27M 659k 40.41
Arrow Electronics (ARW) 2.5 $20M 164k 121.00
Entegris (ENTG) 2.4 $19M 200k 92.46
Microsoft Corporation (MSFT) 2.3 $18M 35k 517.95
Workday Cl A (WDAY) 1.9 $15M 62k 240.73
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 1.8 $14M 144k 96.97
Icon SHS (ICLR) 1.7 $13M 75k 175.00
G-III Apparel (GIII) 1.6 $13M 479k 26.61
Dollar General (DG) 1.6 $13M 122k 103.35
Ensign (ENSG) 1.5 $12M 70k 172.77
Amazon (AMZN) 1.5 $12M 55k 219.57
Vail Resorts (MTN) 1.4 $11M 75k 149.57
Kirby Corporation (KEX) 1.4 $11M 133k 83.45
On Hldg Namen Akt A (ONON) 1.4 $11M 250k 42.35
Fiserv (FI) 1.3 $10M 79k 128.93
Mohawk Industries (MHK) 1.2 $9.2M 71k 128.92
Hca Holdings (HCA) 1.0 $7.8M 18k 426.20
Netskope Cl A 0.6 $4.7M 207k 22.73
Rapid7 (RPD) 0.4 $2.9M 155k 18.75
Waterbridge Infrastructure L Cl A Shs Repstg 0.3 $2.5M 100k 25.22
Sharplink Gaming Com New (SBET) 0.3 $2.0M 119k 17.01
Miami Intl Hldgs 0.1 $1.0M 25k 40.26
Ambiq Micro Common Stock 0.1 $598k 20k 29.92