13F-HR filed by Hound Partners, LLC
Hound Partners, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 28 holding rows worth $739,894,070.
- Accession
- 0001375836-25-000008
- Filer
- CIK 1353316
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 28 entries on the cover page, a total value of $739,894,070 stated on the cover page (in dollars after the unit check, H1), rows summing to $739,894,070 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 | 3,487,983 | $98,082,082 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 500,000 | $79,970,000 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 506,100 | $79,958,739 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 3,352,836 | $67,995,514 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 351,025 | $59,210,897 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 80,000 | $56,620,000 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 181,936 | $43,904,796 | dollars as filed | |
| GOLAR LNG LTD | G9456A100 | SHS | 653,595 | $26,921,578 | dollars as filed | |
| Apple Inc | 037833100 | COM | 123,000 | $25,235,910 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 307,737 | $24,818,989 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 162,381 | $20,692,211 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 40,081 | $19,936,690 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229722 | COM LBTY LIV S C | 219,194 | $17,789,785 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 61,915 | $14,859,600 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 120,594 | $13,793,542 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 250,000 | $13,012,500 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 31,832 | $12,194,839 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 54,445 | $11,944,689 | dollars as filed | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 74,570 | $11,717,184 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 75,000 | $10,908,750 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 103,094 | $10,808,375 | dollars as filed | |
| FISERV INC | 337738108 | COM | 33,359 | $5,751,425 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 13,437 | $4,191,941 | dollars as filed | |
| RAPID7 INC COM | 753422104 | Stock | 153,175 | $3,542,938 | dollars as filed | |
| G III APPAREL GROUP LTD | 36237H101 | COM | 126,040 | $2,823,296 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 20,000 | $2,143,600 | dollars as filed | |
| ONESTREAM INC | 68278B107 | CL A | 30,000 | $849,000 | dollars as filed | |
| ATEGRITY SPECIALTY HOLDINGS | 04681Y103 | COMMON STOCK | 10,000 | $215,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001375836-25-000008 | this filing | 2025-08-14 | acceptance time not in the bulk data set |