Hound Partners

Name: Hound Partners 13F holdings, Q2 2026
Creator: Hound Partners

13F Holdings · CIK 1353316 · filed 2026-08-14

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AI Summary

New Positions

34% of current holdings

Exited

40% of prior holdings

Increased

26% of prior holdings

Decreased

23% of prior holdings

Total holdings: 35 → 32

Show unchanged positions

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42 positions

					Shares				Value ($)

New	Long	BBB FOODS INC	G0896C103	CL A COM	—	174,242	+174,242	—	—	$7.3M	+$7.3M	—
New	Long	CARNIVAL CORP LTD	G2004J103	COMMON SHARES	—	4,452,022	+4,452,022	—	—	$127.2M	+$127.2M	—
New	Long	CRH PLC	G25508105	ORD	—	485,000	+485,000	—	—	$51.9M	+$51.9M	—
New	Long	CURBLINE PPTYS CORP	23128Q101	COM	—	50,000	+50,000	—	—	$1.5M	+$1.5M	—
New	Long	DIGITAL RLTY TR INC	253868103	COM	—	35,000	+35,000	—	—	$6.3M	+$6.3M	—
New	Long	GOLDMAN SACHS GROUP INC	38141G104	COM	—	63,000	+63,000	—	—	$63.7M	+$63.7M	—
New	Long	INVESCO EXCH TRADED FD TR II	46138G649	NASDAQ 100 ETF	—	6,500	+6,500	—	—	$2.0M	+$2.0M	—
New	Long	IREN LIMITED	Q4982L109	ORDINARY SHARES	—	815,000	+815,000	—	—	$37.3M	+$37.3M	—
New	Long	META PLATFORMS INC	30303M102	CL A	—	181,000	+181,000	—	—	$102.0M	+$102.0M	—
New	Long	NEBIUS GROUP N.V.	N97284108	SHS CLASS A	—	200,000	+200,000	—	—	$55.2M	+$55.2M	—
New	Long	YESWAY INC	98585C100	COM CL A	—	26,000	+26,000	—	—	$527.8K	+$527.8K	—
Exited	Long	ALLIANCE LAUNDRY HLDGS INC	01862Q107	COM	85,000	—	−85,000	−100.0%	$1.8M	—	−$1.8M	−100.0%
Exited	Long	ARROW ELECTRS INC	042735100	COM	55,099	—	−55,099	−100.0%	$7.9M	—	−$7.9M	−100.0%
Exited	Long	BERKSHIRE HATHAWAY INC DEL	084670702	CL B NEW	103,500	—	−103,500	−100.0%	$49.6M	—	−$49.6M	−100.0%
Exited	Long	CARNIVAL CORP	143658300	COMMON STOCK	4,514,839	—	−4,514,839	−100.0%	$116.8M	—	−$116.8M	−100.0%
Exited	Long	FORGENT POWER SOLUTIONS INC	34631F102	COM SHS CL A	100,000	—	−100,000	−100.0%	$2.9M	—	−$2.9M	−100.0%
Exited	Long	G III APPAREL GROUP LTD	36237H101	COM	115,853	—	−115,853	−100.0%	$3.2M	—	−$3.2M	−100.0%
Exited	Long	MORGAN STANLEY	617446448	COM NEW	141,570	—	−141,570	−100.0%	$23.3M	—	−$23.3M	−100.0%
Exited	Long	NETFLIX INC.	64110L106	COM	284,500	—	−284,500	−100.0%	$27.4M	—	−$27.4M	−100.0%
Exited	Long	NETSKOPE INC	64119N608	CL A	206,500	—	−206,500	−100.0%	$1.8M	—	−$1.8M	−100.0%
Exited	Long	PALANTIR TECHNOLOGIES INC	69608A108	CL A	543,000	—	−543,000	−100.0%	$79.4M	—	−$79.4M	−100.0%
Exited	Long	ROBINHOOD MKTS INC	770700102	COM CL A	1,055,555	—	−1,055,555	−100.0%	$73.1M	—	−$73.1M	−100.0%
Exited	Long	SEA LTD	81141R100	SPONSORD ADS	500,000	—	−500,000	−100.0%	$41.4M	—	−$41.4M	−100.0%
Exited	Call	UIPATH INC	90364P105	CL A	639,400	—	−639,400	−100.0%	$7.1M	—	−$7.1M	−100.0%
Exited	Long	VAIL RESORTS INC	91879Q109	COM	38,624	—	−38,624	−100.0%	$5.0M	—	−$5.0M	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	82,115	86,440	+4,325	+5.3%	$17.1M	$20.6M	+$3.5M	+20.5%
Increased	Long	ENSIGN GROUP INC	29358P101	COM	55,681	128,305	+72,624	+130.4%	$11.2M	$20.6M	+$9.3M	+83.3%
Increased	Long	FOX CORP	35137L204	CL B COM	314,185	331,136	+16,951	+5.4%	$16.7M	$15.5M	−$1.2M	−7.0%
Increased	Long	GOLAR LNG LTD	G9456A100	SHS	339,665	449,174	+109,509	+32.2%	$18.4M	$22.4M	+$4.0M	+21.8%
Increased	Long	LIBERTY LIVE HOLDINGS INC	530909100	COM SER A	112,049	121,597	+9,548	+8.5%	$10.3M	$12.3M	+$2.0M	+19.9%
Increased	Long	MICROSOFT CORP	594918104	COM	47,267	51,058	+3,791	+8.0%	$17.5M	$19.0M	+$1.5M	+8.9%
Increased	Long	MOHAWK INDS INC	608190104	COM	100,226	133,868	+33,642	+33.6%	$9.9M	$16.2M	+$6.4M	+64.6%
Increased	Long	NORWEGIAN CRUISE LINE HLDGS	G66721104	SHS	5,713,090	6,694,773	+981,683	+17.2%	$106.8M	$141.3M	+$34.5M	+32.3%
Increased	Long	UBER TECHNOLOGIES INC	90353T100	COM	92,698	100,295	+7,597	+8.2%	$6.7M	$7.2M	+$569.5K	+8.5%
Decreased	Long	BEL FUSE INC	077347201	CL A	34,814	28,048	−6,766	−19.4%	$6.3M	$8.2M	+$1.9M	+30.2%
Decreased	Long	BIO RAD LABS INC	090572207	CL A	97,724	22,481	−75,243	−77.0%	$27.2M	$6.6M	−$20.6M	−75.8%
Decreased	Long	BOBS DISC FURNITURE INC	09681N106	COM SHS	122,000	72,000	−50,000	−41.0%	$1.4M	$1.1M	−$294.5K	−20.5%
Decreased	Long	CAL MAINE FOODS INC	128030202	COM NEW	203,851	147,086	−56,765	−27.8%	$16.1M	$11.8M	−$4.3M	−26.6%
Decreased	Long	ELEVANCE HEALTH INC FORMERLY	036752103	COM	3,935	2,453	−1,482	−37.7%	$1.2M	$948.6K	−$203.3K	−17.6%
Decreased	Long	HUMANA INC	444859102	COM	6,187	2,475	−3,712	−60.0%	$1.1M	$983.1K	−$89.6K	−8.4%
Decreased	Long	NVIDIA CORPORATION	67066G104	COM	494,314	485,926	−8,388	−1.7%	$86.2M	$97.2M	+$11.0M	+12.8%
Decreased	Long	UNITEDHEALTH GROUP INC	91324P102	COM	4,580	3,106	−1,474	−32.2%	$1.2M	$1.3M	+$51.6K	+4.2%