Hound Partners, LLC 13F Holdings

CIK 0001353316 · New York, NY

As of Sep 30, 2025, Hound Partners, LLC reported 30 positions worth $778.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CARNIVAL CORPCCLIndustrials3,686,833 06.6M13.69%
GOLDMAN SACHS GROUP INCGSFinancial Services116,000$92.4M11.86%
SEA LTDSEConsumer Cyclical500,000$89.4M11.48%
NVIDIA CORPNVDATechnology472,259$88.1M11.32%
NORWEGIAN CRUISE LINE HOLDINGS LTDNCLHIndustrials3,093,070$76.2M9.78%
EXPEDIA GROUP INCEXPEIndustrials226,375$48.4M6.21%
BIO-RAD LABORATORIES INCBIOHealthcare103,963$29.2M3.74%
GOLAR LNG LTDGLNGEnergy658,751$26.6M3.42%
ARROW ELECTRONICS INCARWTechnology163,861 9.8M2.55%
ENTEGRIS INCENTGTechnology200,263 8.5M2.38%
MICROSOFT CORPMSFTTechnology34,888 8.1M2.32%
WORKDAY INCWDAYTechnology62,402 5.0M1.93%
LIBERTY MEDIA CORPLLYVKCommunication Services144,022 4.0M1.79%
ICON PLCICLRHealthcare75,000 3.1M1.69%
G III APPAREL GROUP LTDGIIIConsumer Cyclical478,909 2.7M1.64%
DOLLAR GENERAL CORPDGConsumer Defensive121,564 2.6M1.61%
ENSIGN GROUP INCENSGHealthcare69,801 2.1M1.55%
AMAZON.COM INCAMZNEquity54,871 2.0M1.55%
VAIL RESORTS INCMTNConsumer Cyclical75,320 1.3M1.45%
KIRBY CORPKEXIndustrials132,831 1.1M1.42%
ON HOLDING AGONONConsumer Cyclical250,000 0.6M1.36%
FISERV INCFISVTechnology79,112 0.2M1.31%
MOHAWK INDUSTRIES INCMHKConsumer Cyclical71,405$9.2M1.18%
HCA HEALTHCARE INCHCAHealthcare18,265$7.8M1.00%
NETSKOPE INCNTSKTechnology206,500$4.7M0.60%