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Hound Partners, LLC

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13F filer, CIK 1353316, NEW YORK, NY

Hound Partners, LLC reported $862,892,000 across 32 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 83.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001353316-26-000004

Period
2026-06-30
Reported value
$863M
Holdings
32
Top 10 weight
83.3%
New
11
Sold out
14

Part of the filer group Hound Partners, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CCLnew+4,452,022$127M
METAnew+181,000$102M
GSnew+63,000$63.7M
NBISnew+200,000$55.2M
CRHnew+485,000$51.9M

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
CCLexited-4,514,839-$117M
PLTRexited-543,000-$79.4M
HOODexited-1,055,555-$73.1M
BRK-Bexited-103,500-$49.6M
SEexited-500,000-$41.4M

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 2026

Share positions as resolved from 13F-HR 0001353316-26-000004, largest first. % of portfolio is the value over $862,892,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,694,773 shares 6,694,773$141M16.38%+981,683Timeline
CCLCARNIVAL CORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,452,022 shares 4,452,022$127M14.74%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,000 shares; 2026Q1: not reported; 2026Q2: 181,000 shares 181,000$102M11.82%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 485,926 shares 485,926$97.2M11.27%-8,388Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,000 shares; 2025Q3: 116,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,000 shares 63,000$63.7M7.38%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$55.2M6.4%newTimeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485,000 shares 485,000$51.9M6.01%newTimeline
IRENIREN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815,000 shares 815,000$37.3M4.32%newTimeline
GLNGGOLAR LNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 449,174 shares 449,174$22.4M2.59%+109,509Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 86,440 shares 86,440$20.6M2.39%+4,325Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,801 shares; 2025Q4: 65,273 shares; 2026Q1: 55,681 shares; 2026Q2: 128,305 shares 128,305$20.6M2.38%+72,624Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 51,058 shares 51,058$19M2.21%+3,791Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 133,868 shares 133,868$16.2M1.88%+33,642Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305,071 shares; 2026Q1: 314,185 shares; 2026Q2: 331,136 shares 331,136$15.5M1.8%+16,951Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,049 shares; 2026Q2: 121,597 shares 121,597$12.3M1.43%+9,548Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,341 shares; 2026Q1: 203,851 shares; 2026Q2: 147,086 shares 147,086$11.8M1.37%-56,765Timeline
BELFABEL FUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,640 shares; 2026Q1: 34,814 shares; 2026Q2: 28,048 shares 28,048$8.17M0.95%-6,766Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,242 shares 174,242$7.26M0.84%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73,926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,157 shares; 2026Q1: 92,698 shares; 2026Q2: 100,295 shares 100,295$7.24M0.84%+7,597Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,481 shares 22,481$6.6M0.76%-75,243Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,000 shares 35,000$6.29M0.73%newTimeline
ANDGANDERSEN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares; 2026Q2: 60,000 shares 60,000$2.26M0.26%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,500 shares 6,500$1.97M0.23%newTimeline
NPNEPTUNE INS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,500 shares; 2026Q1: 50,500 shares; 2026Q2: 50,500 shares 50,500$1.59M0.18%0Timeline
CURBCURBLINE PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$1.52M0.18%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,437 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,580 shares; 2026Q2: 3,106 shares 3,106$1.29M0.15%-1,474Timeline
BOBSBOBS DISC FURNITURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,000 shares; 2026Q2: 72,000 shares 72,000$1.14M0.13%-50,000Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,187 shares; 2026Q2: 2,475 shares 2,475$983K0.11%-3,712Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,935 shares; 2026Q2: 2,453 shares 2,453$949K0.11%-1,482Timeline
YSWYYESWAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,000 shares 26,000$528K0.06%newTimeline
OFRMONCE UPON A FARM PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000$410K0.05%0Timeline
AEROGRUPO AEROMEXICO SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000$360K0.04%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
CCLCARNIVAL CORP4,514,839$117Mshares
PLTRPALANTIR TECHNOLOGIES INC543,000$79.4Mshares
HOODROBINHOOD MKTS INC1,055,555$73.1Mshares
BRK-BBERKSHIRE HATHAWAY INC DEL103,500$49.6Mshares
SESEA LTD500,000$41.4Mshares
NFLXNETFLIX INC.284,500$27.4Mshares
MSMORGAN STANLEY141,570$23.3Mshares
ARWARROW ELECTRS INC55,099$7.9Mshares
PATHUIPATH INC639,400$7.1Mcall
MTNVAIL RESORTS INC38,624$4.96Mshares
GIIIG III APPAREL GROUP LTD115,853$3.21Mshares
FPSFORGENT POWER SOLUTIONS INC100,000$2.93Mshares
ALHALLIANCE LAUNDRY HLDGS INC85,000$1.76Mshares
NTSKNETSKOPE INC206,500$1.75Mshares

How Q2 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 0001353316-26-000004 base2026-08-14acceptance time not in the bulk data set