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Hound Partners, LLC

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13F filer, CIK 1353316, NEW YORK, NY

Hound Partners, LLC reported $799,422,274 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 79.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001353316-26-000003

Period
2026-03-31
Reported value
$799M
Holdings
35
Top 10 weight
79.68%
New
11
Sold out
13

Part of the filer group Hound Partners, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HOODnew+1,055,555$73.1M
BRK-Bnew+103,500$49.6M
NCLHadded+1,905,203$35.6M
NFLXnew+284,500$27.4M
CCLadded+985,772$25.5M

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
METAexited-77,000-$50.8M
GLNGreduced-365,795-$19.8M
ICLRexited-75,000-$13.7M
ENTGexited-159,450-$13.4M
ONONexited-250,000-$11.6M

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 2026

Share positions as resolved from 13F-HR 0001353316-26-000003, largest first. % of portfolio is the value over $792,324,934, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,787,937 shares; 2025Q2: 3,487,983 shares; 2025Q3: 3,686,833 shares; 2025Q4: 3,529,067 shares; 2026Q1: 4,514,839 shares 4,514,839$117M14.75%+985,772Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,968,930 shares; 2025Q2: 3,352,836 shares; 2025Q3: 3,093,070 shares; 2025Q4: 3,807,887 shares; 2026Q1: 5,713,090 shares 5,713,090$107M13.48%+1,905,203Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,253 shares; 2024Q4: 37,755 shares; 2025Q1: 720,636 shares; 2025Q2: 506,100 shares; 2025Q3: 472,259 shares; 2025Q4: 474,577 shares; 2026Q1: 494,314 shares 494,314$86.2M10.88%+19,737Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 543,000 shares; 2026Q1: 543,000 shares 543,000$79.4M10.02%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,055,555 shares 1,055,555$73.1M9.23%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,500 shares 103,500$49.6M6.26%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: 500,000 shares; 2025Q4: 500,000 shares; 2026Q1: 500,000 shares 500,000$41.4M5.23%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284,500 shares 284,500$27.4M3.45%newTimeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,360 shares; 2024Q4: 58,858 shares; 2025Q1: 201,783 shares; 2025Q2: 181,936 shares; 2025Q3: 103,963 shares; 2025Q4: 43,268 shares; 2026Q1: 97,724 shares 97,724$27.2M3.44%+54,456Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,570 shares 141,570$23.3M2.94%newTimeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761,629 shares; 2024Q4: 150,483 shares; 2025Q1: 507,723 shares; 2025Q2: 653,595 shares; 2025Q3: 658,751 shares; 2025Q4: 705,460 shares; 2026Q1: 339,665 shares 339,665$18.4M2.32%-365,795Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,137 shares; 2024Q4: 60,694 shares; 2025Q1: 44,532 shares; 2025Q2: 40,081 shares; 2025Q3: 34,888 shares; 2025Q4: 34,345 shares; 2026Q1: 47,267 shares 47,267$17.5M2.21%+12,922Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,028 shares; 2024Q4: 69,540 shares; 2025Q1: 57,379 shares; 2025Q2: 54,445 shares; 2025Q3: 54,871 shares; 2025Q4: 45,436 shares; 2026Q1: 82,115 shares 82,115$17.1M2.16%+36,679Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305,071 shares; 2026Q1: 314,185 shares 314,185$16.7M2.11%+9,114Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,341 shares; 2026Q1: 203,851 shares 203,851$16.1M2.04%+126,510Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,801 shares; 2025Q4: 65,273 shares; 2026Q1: 55,681 shares 55,681$11.2M1.42%-9,592Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,049 shares 112,049$10.3M1.3%newTimeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,843 shares; 2025Q1: 56,633 shares; 2025Q2: 103,094 shares; 2025Q3: 71,405 shares; 2025Q4: 59,131 shares; 2026Q1: 100,226 shares 100,226$9.87M1.25%+41,095Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,483 shares; 2025Q1: 180,231 shares; 2025Q2: 162,381 shares; 2025Q3: 163,861 shares; 2025Q4: 135,695 shares; 2026Q1: 55,099 shares 55,099$7.9M1%-80,596Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,157 shares; 2026Q1: 92,698 shares 92,698$6.67M0.84%+37,541Timeline
BELFABEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,640 shares; 2026Q1: 34,814 shares 34,814$6.27M0.79%-2,826Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,457 shares; 2024Q4: 51,193 shares; 2025Q1: 50,093 shares; 2025Q2: 74,570 shares; 2025Q3: 75,320 shares; 2025Q4: 59,430 shares; 2026Q1: 38,624 shares 38,624$4.96M0.63%-20,806Timeline
GIIIG III APPAREL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126,040 shares; 2025Q3: 478,909 shares; 2025Q4: 112,004 shares; 2026Q1: 115,853 shares 115,853$3.21M0.41%+3,849Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000$2.93M0.37%newTimeline
ALHALLIANCE LAUNDRY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,000 shares; 2026Q1: 85,000 shares 85,000$1.76M0.22%0Timeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206,500 shares; 2025Q4: 206,500 shares; 2026Q1: 206,500 shares 206,500$1.75M0.22%0Timeline
ANDGANDERSEN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000$1.63M0.21%0Timeline
BOBSBOBS DISC FURNITURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,000 shares 122,000$1.43M0.18%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,437 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,580 shares 4,580$1.24M0.16%newTimeline
NPNEPTUNE INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,500 shares; 2026Q1: 50,500 shares 50,500$1.22M0.15%0Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,935 shares 3,935$1.15M0.15%newTimeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,187 shares 6,187$1.07M0.14%newTimeline
OFRMONCE UPON A FARM PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$327K0.04%newTimeline
AEROGRUPO AEROMEXICO SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$280K0.04%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
PATHUIPATH INC CL Acall639,400$7.1M-698,500

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC77,000$50.8Mshares
ICLRICON PUB LTD CO75,000$13.7Mshares
ENTGENTEGRIS INC159,450$13.4Mshares
ONONON HLDG AG250,000$11.6Mshares
KEXKIRBY CORP99,767$11Mshares
WDAYWORKDAY INC32,584$7Mshares
DGDOLLAR GEN CORP47,228$6.27Mshares
FISVFISERV INC65,509$4.4Mshares
WBIWATERBRIDGE INFRASTRUCTURE L100,000$2Mshares
IVVISHARES TR2,000$1.37Mshares
MIAXMIAMI INTL HLDGS INC25,000$1.11Mshares
SBETSHARPLINK INC119,684$1.07Mshares
AMBQAMBIQ MICRO INC20,000$570Kshares

How Q1 2026 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 0001353316-26-000003 base2026-05-15acceptance time not in the bulk data set