Hound Partners

Hound Partners as of June 30, 2026

Portfolio Holdings for Hound Partners

Hound Partners holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Norwegian Cruise Line Hldgs SHS (NCLH) 16.4 $141M 6.7M 21.11
Carnival Corp Common Shares (CCL) 14.7 $127M 4.5M 28.57
Meta Platforms Cl A (META) 11.8 $102M 181k 563.29
NVIDIA Corporation (NVDA) 11.3 $97M 486k 200.09
Goldman Sachs (GS) 7.4 $64M 63k 1011.37
Nebius Group Shs Class A (NBIS) 6.4 $55M 200k 276.17
CRH Ord (CRH) 6.0 $52M 485k 107.00
Iren Ordinary Shares (IREN) 4.3 $37M 815k 45.73
Golar Lng SHS (GLNG) 2.6 $22M 449k 49.84
Amazon (AMZN) 2.4 $21M 86k 238.34
Ensign (ENSG) 2.4 $21M 128k 160.30
Microsoft Corporation (MSFT) 2.2 $19M 51k 373.02
Mohawk Industries (MHK) 1.9 $16M 134k 121.33
Fox Corp Cl B Com (FOX) 1.8 $16M 331k 46.84
Liberty Live Holdings Com Ser A (LLYVA) 1.4 $12M 122k 101.26
Cal Maine Foods Com New (CALM) 1.4 $12M 147k 80.56
Bel Fuse Cl A (BELFA) 0.9 $8.2M 28k 291.23
Bbb Foods Cl A Com (TBBB) 0.8 $7.3M 174k 41.67
Uber Technologies (UBER) 0.8 $7.2M 100k 72.16
Bio Rad Labs Cl A (BIO) 0.8 $6.6M 23k 293.61
Digital Realty Trust (DLR) 0.7 $6.3M 35k 179.58
Andersen Group Cl A (ANDG) 0.3 $2.3M 60k 37.72
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $2.0M 6.5k 302.97
Neptune Ins Hldgs Cl A (NP) 0.2 $1.6M 51k 31.50
Curbline Pptys Corp (CURB) 0.2 $1.5M 50k 30.40
UnitedHealth (UNH) 0.1 $1.3M 3.1k 415.63
Bobs Disc Furniture Com Shs (BOBS) 0.1 $1.1M 72k 15.82
Humana (HUM) 0.1 $983k 2.5k 397.22
Anthem (ELV) 0.1 $949k 2.5k 386.73
Yesway Com Cl A 0.1 $528k 26k 20.30
Once Upon A Farm Pbc (OFRM) 0.0 $410k 20k 20.48
Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) 0.0 $360k 20k 18.00