13F-HR filed by Hound Partners, LLC
Hound Partners, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 37 holding rows worth $743,218,704.
- Accession
- 0001353316-26-000002
- Filer
- CIK 1353316
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 38 entries on the cover page, a total value of $743,218,704 stated on the cover page (in dollars after the unit check, H1), rows summing to $743,218,704 with VALUE read as dollars as filed, 13F file number 028-11815. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerHound Partners Offshore Fund, LP028-13191
- included managerHound Partners Variable Beta Master, LP028-21018
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 3,529,067 | $107,777,706 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 543,000 | $96,518,250 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 474,577 | $88,508,611 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 3,807,887 | $84,992,038 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 500,000 | $63,785,000 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 77,000 | $50,826,930 | dollars as filed | |
| GOLAR LNG LTD | G9456A100 | SHS | 705,460 | $26,250,167 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 1,337,900 | $21,928,181 | dollars as filed | call |
| FOX CORP | 35137L204 | CL B COM | 305,071 | $19,808,260 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 34,345 | $16,609,929 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 135,695 | $14,950,875 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 75,000 | $13,666,500 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 159,450 | $13,433,663 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 43,268 | $13,109,771 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 250,000 | $11,620,000 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 65,273 | $11,370,557 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 99,767 | $10,992,328 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 45,436 | $10,487,538 | dollars as filed | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 59,430 | $7,892,304 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 32,584 | $6,998,392 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 59,131 | $6,463,018 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 47,228 | $6,270,462 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 77,341 | $6,154,023 | dollars as filed | |
| BEL FUSE INC CL A | 077347201 | COMMON STOCK | 37,640 | $5,713,752 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 55,157 | $4,506,878 | dollars as filed | |
| FISERV INC | 337738108 | COM | 65,509 | $4,400,240 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 206,500 | $3,622,010 | dollars as filed | |
| G III APPAREL GROUP LTD | 36237H101 | COM | 112,004 | $3,243,636 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 100,000 | $2,001,000 | dollars as filed | |
| ALLIANCE LAUNDRY HLDGS INC | 01862Q107 | COM | 85,000 | $1,729,750 | dollars as filed | |
| ANDERSEN GROUP INC | 033853102 | CL A | 60,000 | $1,555,800 | dollars as filed | |
| NEPTUNE INS HLDGS INC | 64073B103 | CL A | 50,500 | $1,472,580 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,000 | $1,369,880 | dollars as filed | |
| MIAMI INTL HLDGS INC COM | 59356Q108 | Stock | 25,000 | $1,109,500 | dollars as filed | |
| SHARPLINK INC | 820014405 | COM NEW | 119,684 | $1,069,975 | dollars as filed | |
| AMBIQ MICRO INC | 023193105 | COMMON STOCK | 20,000 | $570,000 | dollars as filed | |
| GRUPO AEROMEXICO SAB DE CV | 40054J109 | SPONSORED ADS | 20,000 | $439,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001353316-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |