Holders — by stockHoldings — by fund
Hound Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001353316
$862.9M
disclosed book value
32
positions
16.4%
largest position share
Positions, as of 2026-06-30
top 32 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NORWEGIAN CRUISE LINE HLDGS | 6.7M | $141.3M | 16.4% |
| 2 | CARNIVAL CORP LTD | 4.5M | $127.2M | 14.7% |
| 3 | METAMETA PLATFORMS INC | 181,000 | $102.0M | 11.8% |
| 4 | NVDANVIDIA CORPORATION | 485,926 | $97.2M | 11.3% |
| 5 | GSGOLDMAN SACHS GROUP INC | 63,000 | $63.7M | 7.4% |
| 6 | NEBIUS GROUP N.V. | 200,000 | $55.2M | 6.4% |
| 7 | CRH PLC | 485,000 | $51.9M | 6% |
| 8 | IREN LIMITED | 815,000 | $37.3M | 4.3% |
| 9 | GOLAR LNG LTD | 449,174 | $22.4M | 2.6% |
| 10 | AMZNAMAZON COM INC | 86,440 | $20.6M | 2.4% |
| 11 | ENSGENSIGN GROUP INC | 128,305 | $20.6M | 2.4% |
| 12 | MSFTMICROSOFT CORP | 51,058 | $19.0M | 2.2% |
| 13 | MHKMOHAWK INDS INC | 133,868 | $16.2M | 1.9% |
| 14 | FOXFOX CORP | 331,136 | $15.5M | 1.8% |
| 15 | LLYVALIBERTY LIVE HOLDINGS INC | 121,597 | $12.3M | 1.4% |
| 16 | CALMCAL MAINE FOODS INC | 147,086 | $11.8M | 1.4% |
| 17 | BELFABEL FUSE INC | 28,048 | $8.2M | 0.9% |
| 18 | BBB FOODS INC | 174,242 | $7.3M | 0.8% |
| 19 | UBERUBER TECHNOLOGIES INC | 100,295 | $7.2M | 0.8% |
| 20 | BIOBIO RAD LABS INC | 22,481 | $6.6M | 0.8% |
| 21 | DLRDIGITAL RLTY TR INC | 35,000 | $6.3M | 0.7% |
| 22 | ANDGANDERSEN GROUP INC | 60,000 | $2.3M | 0.3% |
| 23 | QQQMINVESCO EXCH TRADED FD TR II | 6,500 | $2.0M | 0.2% |
| 24 | NPNEPTUNE INS HLDGS INC | 50,500 | $1.6M | 0.2% |
| 25 | CURBCURBLINE PPTYS CORP | 50,000 | $1.5M | 0.2% |
| 26 | UNHUNITEDHEALTH GROUP INC | 3,106 | $1.3M | 0.1% |
| 27 | BOBSBOBS DISC FURNITURE INC | 72,000 | $1.1M | 0.1% |
| 28 | HUMHUMANA INC | 2,475 | $983,120 | 0.1% |
| 29 | ELVELEVANCE HEALTH INC FORMERLY | 2,453 | $948,649 | 0.1% |
| 30 | YSWYYESWAY INC | 26,000 | $527,800 | 0.1% |
| 31 | OFRMONCE UPON A FARM PBC | 20,000 | $409,600 | 0% |
| 32 | AEROGRUPO AEROMEXICO SAB DE CV | 20,000 | $360,000 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.