Hound Partners, LLC Top Holdings and 13F Report (2025) About Hound Partners, LLCInvestment ActivityHound Partners, LLC has $739.89 million in total holdings as of June 30, 2025.Hound Partners, LLC owns shares of 28 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 31.19% of the portfolio was purchased this quarter.About 11.70% of the portfolio was sold this quarter.This quarter, Hound Partners, LLC has purchased 17 new stocks and bought additional shares in 5 stocks.Hound Partners, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Carnival $98,082,082SEA $79,970,000NVIDIA $79,958,739Norwegian Cruise Line $67,995,514Expedia Group $59,210,897 Largest New Holdings this Quarter 81141R100 - SEA $79,970,000 Holding38141G104 - The Goldman Sachs Group $56,620,000 Holding037833100 - Apple $25,235,910 HoldingH5919C104 - ON $13,012,500 HoldingG4705A100 - Icon $10,908,750 Holding Largest Purchases this Quarter SEA 500,000 shares (about $79.97M)The Goldman Sachs Group 80,000 shares (about $56.62M)Apple 123,000 shares (about $25.24M)ON 250,000 shares (about $13.01M)Icon 75,000 shares (about $10.91M) Largest Sales this Quarter NVIDIA 214,536 shares (about $33.89M)Norwegian Cruise Line 616,094 shares (about $12.49M)Expedia Group 71,772 shares (about $12.11M)Carnival 299,954 shares (about $8.43M)Dollar General 52,632 shares (about $6.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHound Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCCLCarnival$98,082,082$8,434,706 ▼-7.9%3,487,98313.3%Consumer DiscretionarySESEA$79,970,000$79,970,000 ▲New Holding500,00010.8%Computer and TechnologyNVDANVIDIA$79,958,739$33,894,543 ▼-29.8%506,10010.8%Computer and TechnologyNCLHNorwegian Cruise Line$67,995,514$12,494,386 ▼-15.5%3,352,8369.2%Consumer DiscretionaryEXPEExpedia Group$59,210,897$12,106,501 ▼-17.0%351,0258.0%Retail/WholesaleGSThe Goldman Sachs Group$56,620,000$56,620,000 ▲New Holding80,0007.7%FinanceBIOBio-Rad Laboratories$43,904,796$4,789,478 ▼-9.8%181,9365.9%MedicalGLNGGolar LNG$26,921,578$6,008,468 ▲28.7%653,5953.6%EnergyAAPLApple$25,235,910$25,235,910 ▲New Holding123,0003.4%Computer and TechnologyENTGEntegris$24,818,989$6,195,533 ▲33.3%307,7373.4%Computer and TechnologyARWArrow Electronics$20,692,211$2,274,626 ▼-9.9%162,3812.8%Computer and TechnologyMSFTMicrosoft$19,936,690$2,213,972 ▼-10.0%40,0812.7%Computer and TechnologyLIBERTY MEDIA CORP DEL$17,789,785$8,160,070 ▲84.7%219,1942.4%COM LBTY LIV S CWDAYWorkday$14,859,600$1,964,640 ▼-11.7%61,9152.0%Computer and TechnologyDGDollar General$13,793,542$6,020,048 ▼-30.4%120,5941.9%Retail/WholesaleONONON$13,012,500$13,012,500 ▲New Holding250,0001.8%Retail/WholesaleHCAHCA Healthcare$12,194,839$1,354,258 ▼-10.0%31,8321.6%MedicalAMZNAmazon.com$11,944,689$643,690 ▼-5.1%54,4451.6%Retail/WholesaleMTNVail Resorts$11,717,184$3,846,071 ▲48.9%74,5701.6%Consumer DiscretionaryICLRIcon$10,908,750$10,908,750 ▲New Holding75,0001.5%MedicalMHKMohawk Industries$10,808,375$4,870,971 ▲82.0%103,0941.5%Consumer DiscretionaryFIFiserv$5,751,425$5,751,425 ▲New Holding33,3590.8%Business ServicesUNHUnitedHealth Group$4,191,941$4,191,941 ▲New Holding13,4370.6%MedicalRPDRapid7$3,542,938$373,550 ▼-9.5%153,1750.5%Computer and TechnologyGIIIG-III Apparel Group$2,823,296$2,823,296 ▲New Holding126,0400.4%Consumer DiscretionarySERVICETITAN INC$2,143,600$2,143,600 ▲New Holding20,0000.3%SHS CL AONESTREAM INC$849,000$849,000 ▲New Holding30,0000.1%CL AATEGRITY SPECIALTY IN CO HO$215,200$215,200 ▲New Holding10,0000.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access