Hound Partners, LLC Top Holdings and 13F Report (2025) About Hound Partners, LLCInvestment ActivityHound Partners, LLC has $799.42 million in total holdings as of June 30, 2025.Hound Partners, LLC owns shares of 35 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 37.70% of the portfolio was purchased this quarter.About 21.08% of the portfolio was sold this quarter.This quarter, Hound Partners, LLC has purchased 37 new stocks and bought additional shares in 11 stocks.Hound Partners, LLC sold shares of 6 stocks and completely divested from 13 stocks this quarter.Largest Holdings Carnival $116,844,033Norwegian Cruise Line $106,834,783NVIDIA $86,208,362PALANTIR TECHNOLOGIES INC $79,430,040Robinhood Markets $73,149,962 Largest New Holdings this Quarter 770700102 - Robinhood Markets $73,149,962 Holding084670702 - Berkshire Hathaway $49,597,200 Holding64110L106 - Netflix $27,354,675 Holding617446448 - Morgan Stanley $23,298,175 Holding530909100 - LIBERTY LIVE HOLDINGS INC $10,268,170 Holding Largest Purchases this Quarter Robinhood Markets 1,055,555 shares (about $73.15M)Berkshire Hathaway 103,500 shares (about $49.60M)Norwegian Cruise Line 1,905,203 shares (about $35.63M)Netflix 284,500 shares (about $27.35M)Carnival 985,772 shares (about $25.51M) Largest Sales this Quarter Golar LNG 365,795 shares (about $19.79M)Arrow Electronics 80,596 shares (about $11.56M)UiPath 698,500 shares (about $7.75M)Vail Resorts 20,806 shares (about $2.67M)The Ensign Group 9,592 shares (about $1.93M) 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$116,844,033$25,511,779 â–²27.9%4,514,83914.6%Consumer DiscretionaryNCLHNorwegian Cruise Line$106,834,783$35,627,296 â–²50.0%5,713,09013.4%Consumer DiscretionaryNVDANVIDIA$86,208,362$3,442,133 â–²4.2%494,31410.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$79,430,0400.0%543,0009.9%CL AHOODRobinhood Markets$73,149,962$73,149,962 â–²New Holding1,055,5559.2%FinanceBRK.BBerkshire Hathaway$49,597,200$49,597,200 â–²New Holding103,5006.2%FinanceSESEA$41,405,0000.0%500,0005.2%Computer and TechnologyNFLXNetflix$27,354,675$27,354,675 â–²New Holding284,5003.4%Consumer DiscretionaryBIOBio-Rad Laboratories$27,240,565$15,179,610 â–²125.9%97,7243.4%MedicalMSMorgan Stanley$23,298,175$23,298,175 â–²New Holding141,5702.9%FinanceGLNGGolar LNG$18,379,273$19,793,167 â–¼-51.9%339,6652.3%EnergyMSFTMicrosoft$17,496,825$4,783,337 â–²37.6%47,2672.2%Computer and TechnologyAMZNAmazon.com$17,102,091$7,639,135 â–²80.7%82,1152.1%Retail/WholesaleFOXFOX$16,683,224$483,953 â–²3.0%314,1852.1%Consumer DiscretionaryCALMCal-Maine Foods$16,134,807$10,013,267 â–²163.6%203,8512.0%Basic MaterialsENSGThe Ensign Group$11,219,722$1,932,788 â–¼-14.7%55,6811.4%MedicalLIBERTY LIVE HOLDINGS INC$10,268,170$10,268,170 â–²New Holding112,0491.3%COM SER AMHKMohawk Industries$9,868,252$4,046,214 â–²69.5%100,2261.2%Consumer DiscretionaryARWArrow Electronics$7,901,748$11,558,273 â–¼-59.4%55,0991.0%Computer and TechnologyPATHUiPath$7,097,340$7,753,350 â–¼-52.2%639,4000.9%Computer and TechnologyUBERUber Technologies$6,667,767$2,700,324 â–²68.1%92,6980.8%Computer and TechnologyBELFABel Fuse$6,273,483$509,245 â–¼-7.5%34,8140.8%Computer and TechnologyMTNVail Resorts$4,956,232$2,669,826 â–¼-35.0%38,6240.6%Consumer DiscretionaryGIIIG-III Apparel Group$3,209,128$106,617 â–²3.4%115,8530.4%Consumer DiscretionaryFORGENT POWER SOLUTIONS INC$2,927,000$2,927,000 â–²New Holding100,0000.4%COM SHS CL AALLIANCE LAUNDRY HLDGS INC$1,762,9000.0%85,0000.2%COMNETSKOPE INC$1,753,1850.0%206,5000.2%CL AANDERSEN GROUP INC$1,632,0000.0%60,0000.2%CL ABOBS DISC FURNITURE INC$1,433,500$1,433,500 â–²New Holding122,0000.2%COM SHSUNHUnitedHealth Group$1,239,302$1,239,302 â–²New Holding4,5800.2%MedicalNEPTUNE INS HLDGS INC$1,221,5950.0%50,5000.2%CL AELVElevance Health$1,151,971$1,151,971 â–²New Holding3,9350.1%MedicalHUMHumana$1,072,764$1,072,764 â–²New Holding6,1870.1%MedicalONCE UPON A FARM PBC$327,000$327,000 â–²New Holding20,0000.0%COMGRUPO AEROMEXICO SAB DE CV$280,2000.0%20,0000.0%SPONSORED ADSMETAMeta Platforms$0$50,826,930 â–¼-100.0%00.0%Computer and TechnologyICLRIcon$0$13,666,500 â–¼-100.0%00.0%MedicalENTGEntegris$0$13,433,663 â–¼-100.0%00.0%Computer and TechnologyONONON$0$11,620,000 â–¼-100.0%00.0%Retail/WholesaleKEXKirby$0$10,992,328 â–¼-100.0%00.0%TransportationWDAYWorkday$0$6,998,392 â–¼-100.0%00.0%Computer and TechnologyDGDollar General$0$6,270,462 â–¼-100.0%00.0%Retail/WholesaleFISERV INC$0$4,400,240 â–¼-100.0%00.0%COMWATERBRIDGE INFRASTRUCTURE L$0$2,001,000 â–¼-100.0%00.0%CL A SHS REPSTGIVViShares Core S&P 500 ETF$0$1,369,880 â–¼-100.0%00.0%ETFMIAMI INTL HLDGS INC$0$1,109,500 â–¼-100.0%00.0%COMSHARPLINK GAMING INC$0$1,069,975 â–¼-100.0%00.0%COM NEWAMBIQ MICRO INC$0$570,000 â–¼-100.0%00.0%COMMON STOCKShowing 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. 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