Hound Partners as of March 31, 2026
Portfolio Holdings for Hound Partners
Hound Partners holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carnival Corp Common Stock (CCL) | 14.6 | $117M | 4.5M | 25.88 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 13.4 | $107M | 5.7M | 18.70 | |
| NVIDIA Corporation (NVDA) | 10.8 | $86M | 494k | 174.40 | |
| Palantir Technologies Cl A (PLTR) | 9.9 | $79M | 543k | 146.28 | |
| Robinhood Mkts Com Cl A (HOOD) | 9.2 | $73M | 1.1M | 69.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.2 | $50M | 104k | 479.20 | |
| Sea Sponsord Ads (SE) | 5.2 | $41M | 500k | 82.81 | |
| Netflix (NFLX) | 3.4 | $27M | 285k | 96.15 | |
| Bio Rad Labs Cl A (BIO) | 3.4 | $27M | 98k | 278.75 | |
| Morgan Stanley Com New (MS) | 2.9 | $23M | 142k | 164.57 | |
| Golar Lng SHS (GLNG) | 2.3 | $18M | 340k | 54.11 | |
| Microsoft Corporation (MSFT) | 2.2 | $18M | 47k | 370.17 | |
| Amazon (AMZN) | 2.1 | $17M | 82k | 208.27 | |
| Fox Corp Cl B Com (FOX) | 2.1 | $17M | 314k | 53.10 | |
| Cal Maine Foods Com New (CALM) | 2.0 | $16M | 204k | 79.15 | |
| Ensign (ENSG) | 1.4 | $11M | 56k | 201.50 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 1.3 | $10M | 112k | 91.64 | |
| Mohawk Industries (MHK) | 1.2 | $9.9M | 100k | 98.46 | |
| Arrow Electronics (ARW) | 1.0 | $7.9M | 55k | 143.41 | |
| Uipath Cl A Call Option (PATH) | 0.9 | $7.1M | 639k | 11.10 | |
| Uber Technologies (UBER) | 0.8 | $6.7M | 93k | 71.93 | |
| Bel Fuse Cl A (BELFA) | 0.8 | $6.3M | 35k | 180.20 | |
| Vail Resorts (MTN) | 0.6 | $5.0M | 39k | 128.32 | |
| G-III Apparel (GIII) | 0.4 | $3.2M | 116k | 27.70 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.4 | $2.9M | 100k | 29.27 | |
| Alliance Laundry Hldgs (ALH) | 0.2 | $1.8M | 85k | 20.74 | |
| Netskope Cl A (NTSK) | 0.2 | $1.8M | 207k | 8.49 | |
| Andersen Group Cl A (ANDG) | 0.2 | $1.6M | 60k | 27.20 | |
| Bobs Disc Furniture Com Shs | 0.2 | $1.4M | 122k | 11.75 | |
| UnitedHealth (UNH) | 0.2 | $1.2M | 4.6k | 270.59 | |
| Neptune Ins Hldgs Cl A (NP) | 0.2 | $1.2M | 51k | 24.19 | |
| Anthem (ELV) | 0.1 | $1.2M | 3.9k | 292.75 | |
| Humana (HUM) | 0.1 | $1.1M | 6.2k | 173.39 | |
| Once Upon A Farm Pbc (OFRM) | 0.0 | $327k | 20k | 16.35 | |
| Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) | 0.0 | $280k | 20k | 14.01 |
