Hound Partners, LLC reported 31 positions worth $860.92M for the quarter ended Jun 30, 2026, up 8.7% on the prior quarter. It opened 9 new positions, added to 9, trimmed 9 and exited 12. Its largest holding is Norwegian Cruise Line Holdings Ltd. at 16.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +181.0K | – | $101.96M | 11.84% |
| GS Goldman Sachs Group Inc | +63.0K | – | $63.72M | 7.4% |
| NBIS Nebius Group N.V. | +200.0K | – | $55.23M | 6.42% |
| CRH Crh Public Ltd Co | +485.0K | – | $51.90M | 6.03% |
| IREN IREN Ltd | +815.0K | – | $37.27M | 4.33% |
| NCLH Norwegian Cruise Line Holdings Ltd. | +981.7K | +17.2% | $20.72M | 16.42% |
| ENSG Ensign Group, Inc | +72.6K | +130.4% | $11.64M | 2.39% |
| TBBB Bbb Foods Inc | +174.2K | – | $7.26M | 0.843% |
| DLR Digital Realty Trust, Inc. | +35.0K | – | $6.29M | 0.73% |
| GLNG Golar Lng Ltd | +109.5K | +32.2% | $5.46M | 2.6% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | -543.0K | -100.0% | $79.43M | Exited |
| HOOD Robinhood Markets, Inc. | -1.06M | -100.0% | $73.15M | Exited |
| BRK-B Berkshire Hathaway Inc | -103.5K | -100.0% | $49.60M | Exited |
| SE Sea Ltd | -500.0K | -100.0% | $41.41M | Exited |
| NFLX Netflix Inc | -284.5K | -100.0% | $27.35M | Exited |
| MS Morgan Stanley | -141.6K | -100.0% | $23.30M | Exited |
| BIO Bio-Rad Laboratories, Inc. | -75.2K | -77.0% | $22.09M | 0.767% |
| ARW Arrow Electronics, Inc. | -55.1K | -100.0% | $7.90M | Exited |
| MTN Vail Resorts Inc | -38.6K | -100.0% | $4.96M | Exited |
| CALM Cal-Maine Foods Inc | -56.8K | -27.8% | $4.57M | 1.38% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| META Meta Platforms, Inc. | +181.0K | $101.96M | 11.84% |
| GS Goldman Sachs Group Inc | +63.0K | $63.72M | 7.4% |
| NBIS Nebius Group N.V. | +200.0K | $55.23M | 6.42% |
| CRH Crh Public Ltd Co | +485.0K | $51.90M | 6.03% |
| IREN IREN Ltd | +815.0K | $37.27M | 4.33% |
| TBBB Bbb Foods Inc | +174.2K | $7.26M | 0.843% |
| DLR Digital Realty Trust, Inc. | +35.0K | $6.29M | 0.73% |
| CURB Curbline Properties Corp. | +50.0K | $1.52M | 0.177% |
| YSWY Yesway, Inc. | +26.0K | $527.80K | 0.061% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | -543.0K | $79.43M | 10.02% |
| HOOD Robinhood Markets, Inc. | -1.06M | $73.15M | 9.23% |
| BRK-B Berkshire Hathaway Inc | -103.5K | $49.60M | 6.26% |
| SE Sea Ltd | -500.0K | $41.41M | 5.23% |
| NFLX Netflix Inc | -284.5K | $27.35M | 3.45% |
| MS Morgan Stanley | -141.6K | $23.30M | 2.94% |
| ARW Arrow Electronics, Inc. | -55.1K | $7.90M | 0.997% |
| MTN Vail Resorts Inc | -38.6K | $4.96M | 0.626% |
| GIII G Iii Apparel Group Ltd | -115.9K | $3.21M | 0.405% |
| FPS Forgent Power Solutions, Inc. | -100.0K | $2.93M | 0.369% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NCLH Norwegian Cruise Line Holdings Ltd. | Consumer Discretionary | 6.69M | $141.33M | 16.42% | +981.7K | +17.2% | Added | 1.46% |
| 2 | CCL Carnival Corp Ltd. | Consumer Discretionary | 4.45M | $127.19M | 14.77% | -62.8K | -1.4% | Reduced | 0.32% |
| 3 | META Meta Platforms, Inc. | Technology | 181.0K | $101.96M | 11.84% | +181.0K | – | New | 0.01% |
| 4 | NVDA Nvidia Corp | Technology | 485.9K | $97.23M | 11.29% | -8,388 | -1.7% | Reduced | 0% |
| 5 | GS Goldman Sachs Group Inc | Financial Services | 63.0K | $63.72M | 7.4% | +63.0K | – | New | 0.02% |
| 6 | NBIS Nebius Group N.V. | Technology | 200.0K | $55.23M | 6.42% | +200.0K | – | New | 0.08% |
| 7 | CRH Crh Public Ltd Co | Basic Materials | 485.0K | $51.90M | 6.03% | +485.0K | – | New | 0.07% |
| 8 | IREN IREN Ltd | Technology | 815.0K | $37.27M | 4.33% | +815.0K | – | New | 0.21% |
| 9 | GLNG Golar Lng Ltd | Energy | 449.2K | $22.39M | 2.6% | +109.5K | +32.2% | Added | 0.43% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 86.4K | $20.60M | 2.39% | +4,325 | +5.3% | Added | 0% |
| 11 | ENSG Ensign Group, Inc | Healthcare | 128.3K | $20.57M | 2.39% | +72.6K | +130.4% | Added | 0.22% |
| 12 | MSFT Microsoft Corp | Technology | 51.1K | $19.05M | 2.21% | +3,791 | +8.0% | Added | 0% |
| 13 | MHK Mohawk Industries Inc | Industrials | 133.9K | $16.24M | 1.89% | +33.6K | +33.6% | Added | 0.22% |
| 14 | FOX Fox Corp | Communication Services | 331.1K | $15.51M | 1.8% | +17.0K | +5.4% | Added | 0.15% |
| 15 | LLYVA Liberty Live Holdings, Inc. | Communication Services | 121.6K | $12.31M | 1.43% | +9,548 | +8.5% | Added | 0.48% |
Tip. Select a row to see that position’s full history at Hound Partners.
As of its Q2 2026 13F filing, Hound Partners, LLC’s five largest positions were Norwegian Cruise Line Holdings Ltd. (NCLH) at 16.4%, Carnival Corp Ltd. (CCL) at 14.8%, Meta Platforms, Inc. (META) at 11.8%, Nvidia Corp (NVDA) at 11.3%, Goldman Sachs Group Inc (GS) at 7.4% of the reported portfolio.
Hound Partners, LLC reported a 13F portfolio worth $860.92M across 31 positions for Q2 2026. That is up 8.7% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($101.96M), Goldman Sachs Group Inc ($63.72M), Nebius Group N.V. ($55.23M). It opened 9 new positions.
Its largest sales by value were Palantir Technologies Inc. ($79.43M), Robinhood Markets, Inc. ($73.15M), Berkshire Hathaway Inc ($49.60M). It exited 12 positions entirely.
From the Form 13F-HR reports Hound Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.