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Hound Partners, LLC

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13F filer, CIK 1353316, NEW YORK, NY

Hound Partners, LLC reported $504,265,932 across 17 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 87.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001353316-25-000003

Period
2025-03-31
Reported value
$504M
Holdings
17
Top 10 weight
87.03%
New
3
Sold out
5

Part of the filer group Hound Partners, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NCLHnew+3,968,930$75.3M
NVDAadded+682,881$74M
CCLnew+3,787,937$74M
EXPEnew+422,797$71.1M
BIOadded+142,925$34.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Vexited-30,610-$9.67M
DGreduced-95,385-$8.39M
DHRexited-30,880-$7.09M
ARWRexited-325,525-$6.12M
MSFTreduced-16,162-$6.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001353316-25-000003, largest first. % of portfolio is the value over $504,265,932, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,253 shares; 2024Q4: 37,755 shares; 2025Q1: 720,636 shares 720,636$78.1M15.49%+682,881Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,968,930 shares 3,968,930$75.3M14.92%newTimeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,787,937 shares 3,787,937$74M14.67%newTimeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422,797 shares 422,797$71.1M14.09%newTimeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,360 shares; 2024Q4: 58,858 shares; 2025Q1: 201,783 shares 201,783$49.1M9.75%+142,925Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,797 shares; 2024Q4: 192,582 shares; 2025Q1: 230,917 shares 230,917$20.2M4.01%+38,335Timeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,629 shares; 2024Q4: 150,483 shares; 2025Q1: 507,723 shares 507,723$19.3M3.83%+357,240Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,483 shares; 2025Q1: 180,231 shares 180,231$18.7M3.71%+39,748Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,137 shares; 2024Q4: 60,694 shares; 2025Q1: 44,532 shares 44,532$16.7M3.32%-16,162Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,603 shares; 2024Q4: 49,780 shares; 2025Q1: 70,101 shares 70,101$16.4M3.25%+20,321Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,263 shares; 2024Q4: 268,611 shares; 2025Q1: 173,226 shares 173,226$15.2M3.02%-95,385Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,712 shares; 2024Q4: 36,138 shares; 2025Q1: 35,367 shares 35,367$12.2M2.42%-771Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,028 shares; 2024Q4: 69,540 shares; 2025Q1: 57,379 shares 57,379$10.9M2.16%-12,161Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,622 shares; 2025Q1: 118,651 shares 118,651$8.08M1.6%+14,029Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,457 shares; 2024Q4: 51,193 shares; 2025Q1: 50,093 shares 50,093$8.02M1.59%-1,100Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,843 shares; 2025Q1: 56,633 shares 56,633$6.47M1.28%-1,210Timeline
RPDRAPID7 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,621 shares; 2025Q1: 169,325 shares 169,325$4.49M0.89%+7,704Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ACHRARCHER AVIATION INC5,372,900$52.4Mcall
VVISA INC30,610$9.67Mshares
DHRDANAHER CORP DEL30,880$7.09Mshares
ARWRARROWHEAD PHARMACEUTICALS IN325,525$6.12Mshares
UBERUBER TECHNOLOGIES INC73,926$4.46Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001353316-25-000003 base2025-05-15acceptance time not in the bulk data set