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Hound Partners, LLC

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13F filer, CIK 1353316, NEW YORK, NY

Hound Partners, LLC reported $739,894,070 across 28 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 76.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001375836-25-000008

Period
2025-06-30
Reported value
$740M
Holdings
28
Top 10 weight
76.05%
New
11
Sold out
0

Part of the filer group Hound Partners, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEnew+500,000$80M
GSnew+80,000$56.6M
AAPLnew+123,000$25.2M
ONONnew+250,000$13M
ICLRnew+75,000$10.9M

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
NVDAreduced-214,536-$33.9M
NCLHreduced-616,094-$12.5M
EXPEreduced-71,772-$12.1M
CCLreduced-299,954-$8.43M
DGreduced-52,632-$6.02M

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, Q2 2025

Share positions as resolved from 13F-HR 0001375836-25-000008, largest first. % of portfolio is the value over $739,894,070, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,787,937 shares; 2025Q2: 3,487,983 shares 3,487,983$98.1M13.26%-299,954Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares 500,000$80M10.81%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,253 shares; 2024Q4: 37,755 shares; 2025Q1: 720,636 shares; 2025Q2: 506,100 shares 506,100$80M10.81%-214,536Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,968,930 shares; 2025Q2: 3,352,836 shares 3,352,836$68M9.19%-616,094Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422,797 shares; 2025Q2: 351,025 shares 351,025$59.2M8%-71,772Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,000 shares 80,000$56.6M7.65%newTimeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,360 shares; 2024Q4: 58,858 shares; 2025Q1: 201,783 shares; 2025Q2: 181,936 shares 181,936$43.9M5.93%-19,847Timeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,629 shares; 2024Q4: 150,483 shares; 2025Q1: 507,723 shares; 2025Q2: 653,595 shares 653,595$26.9M3.64%+145,872Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,000 shares 123,000$25.2M3.41%newTimeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,797 shares; 2024Q4: 192,582 shares; 2025Q1: 230,917 shares; 2025Q2: 307,737 shares 307,737$24.8M3.35%+76,820Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,483 shares; 2025Q1: 180,231 shares; 2025Q2: 162,381 shares 162,381$20.7M2.8%-17,850Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,137 shares; 2024Q4: 60,694 shares; 2025Q1: 44,532 shares; 2025Q2: 40,081 shares 40,081$19.9M2.69%-4,451Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,622 shares; 2025Q1: 118,651 shares; 2025Q2: 219,194 shares 219,194$17.8M2.4%+100,543Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,603 shares; 2024Q4: 49,780 shares; 2025Q1: 70,101 shares; 2025Q2: 61,915 shares 61,915$14.9M2.01%-8,186Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,263 shares; 2024Q4: 268,611 shares; 2025Q1: 173,226 shares; 2025Q2: 120,594 shares 120,594$13.8M1.86%-52,632Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares 250,000$13M1.76%newTimeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,712 shares; 2024Q4: 36,138 shares; 2025Q1: 35,367 shares; 2025Q2: 31,832 shares 31,832$12.2M1.65%-3,535Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,028 shares; 2024Q4: 69,540 shares; 2025Q1: 57,379 shares; 2025Q2: 54,445 shares 54,445$11.9M1.61%-2,934Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,457 shares; 2024Q4: 51,193 shares; 2025Q1: 50,093 shares; 2025Q2: 74,570 shares 74,570$11.7M1.58%+24,477Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,000 shares 75,000$10.9M1.47%newTimeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,843 shares; 2025Q1: 56,633 shares; 2025Q2: 103,094 shares 103,094$10.8M1.46%+46,461Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,419 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,359 shares 33,359$5.75M0.78%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,437 shares 13,437$4.19M0.57%newTimeline
RPDRAPID7 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,621 shares; 2025Q1: 169,325 shares; 2025Q2: 153,175 shares 153,175$3.54M0.48%-16,150Timeline
GIIIG III APPAREL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126,040 shares 126,040$2.82M0.38%newTimeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares 20,000$2.14M0.29%newTimeline
OSONESTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares 30,000$849K0.11%newTimeline
ASICATEGRITY SPECIALTY IN CO HOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$215K0.03%newTimeline

How Q2 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 0001375836-25-000008 base2025-08-14acceptance time not in the bulk data set