Hound Partners, LLC Top Holdings and 13F Report (2025) About Hound Partners, LLCInvestment ActivityHound Partners, LLC has $862.89 million in total holdings as of June 30, 2025.Hound Partners, LLC owns shares of 32 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 58.12% of the portfolio was purchased this quarter.About 54.98% of the portfolio was sold this quarter.This quarter, Hound Partners, LLC has purchased 35 new stocks and bought additional shares in 9 stocks.Hound Partners, LLC sold shares of 8 stocks and completely divested from 14 stocks this quarter.Largest Holdings Norwegian Cruise Line $141,326,658CARNIVAL CORP LTD $127,194,269Meta Platforms $101,955,490NVIDIA $97,228,933The Goldman Sachs Group $63,716,310 Largest New Holdings this Quarter G2004J103 - CARNIVAL CORP LTD $127,194,269 Holding30303M102 - Meta Platforms $101,955,490 Holding38141G104 - The Goldman Sachs Group $63,716,310 HoldingN97284108 - Yandex $55,234,000 HoldingG25508105 - CRH PLC $51,895,000 Holding Largest Purchases this Quarter CARNIVAL CORP LTD 4,452,022 shares (about $127.19M)Meta Platforms 181,000 shares (about $101.96M)The Goldman Sachs Group 63,000 shares (about $63.72M)Yandex 200,000 shares (about $55.23M)CRH PLC 485,000 shares (about $51.90M) Largest Sales this Quarter Bio-Rad Laboratories 75,243 shares (about $22.09M)Cal-Maine Foods 56,765 shares (about $4.57M)Bel Fuse 6,766 shares (about $1.97M)NVIDIA 8,388 shares (about $1.68M)Humana 3,712 shares (about $1.47M) 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 PortfolioSectorNCLHNorwegian Cruise Line$141,326,658$20,723,328 â–²17.2%6,694,77316.4%Consumer DiscretionaryCARNIVAL CORP LTD$127,194,269$127,194,269 â–²New Holding4,452,02214.7%COMMON SHARESMETAMeta Platforms$101,955,490$101,955,490 â–²New Holding181,00011.8%Communication ServicesNVDANVIDIA$97,228,933$1,678,355 â–¼-1.7%485,92611.3%TechnologyGSThe Goldman Sachs Group$63,716,310$63,716,310 â–²New Holding63,0007.4%FinanceYNDXYandex$55,234,000$55,234,000 â–²New Holding200,0006.4%TechnologyCRH PLC$51,895,000$51,895,000 â–²New Holding485,0006.0%ORDIRENIREN$37,269,950$37,269,950 â–²New Holding815,0004.3%TechnologyGLNGGolar LNG$22,386,832$5,457,929 â–²32.2%449,1742.6%EnergyAMZNAmazon.com$20,602,110$1,030,821 â–²5.3%86,4402.4%Consumer DiscretionaryENSGThe Ensign Group$20,567,292$11,641,627 â–²130.4%128,3052.4%HealthcareMSFTMicrosoft$19,045,655$1,414,119 â–²8.0%51,0582.2%TechnologyMHKMohawk Industries$16,242,204$4,081,784 â–²33.6%133,8681.9%Consumer DiscretionaryFOXFOX$15,510,410$793,985 â–²5.4%331,1361.8%Communication ServicesLIBERTY LIVE HOLDINGS INC$12,312,912$966,830 â–²8.5%121,5971.4%COM SER ACALMCal-Maine Foods$11,849,248$4,572,988 â–¼-27.8%147,0861.4%Consumer StaplesBELFABel Fuse$8,168,419$1,970,462 â–¼-19.4%28,0480.9%TechnologyBBB FOODS INC$7,260,664$7,260,664 â–²New Holding174,2420.8%CL A COMUBERUber Technologies$7,237,287$548,200 â–²8.2%100,2950.8%IndustrialsBIOBio-Rad Laboratories$6,600,646$22,092,096 â–¼-77.0%22,4810.8%HealthcareDLRDigital Realty Trust$6,285,300$6,285,300 â–²New Holding35,0000.7%Real EstateANDERSEN GROUP INC$2,263,2000.0%60,0000.3%CL AQQQMInvesco NASDAQ 100 ETF$1,969,305$1,969,305 â–²New Holding6,5000.2%ETFNEPTUNE INS HLDGS INC$1,590,7500.0%50,5000.2%CL ACURBLINE PPTYS CORP$1,520,000$1,520,000 â–²New Holding50,0000.2%COMUNHUnitedHealth Group$1,290,947$612,639 â–¼-32.2%3,1060.1%HealthcareBOBS DISC FURNITURE INC$1,139,040$791,000 â–¼-41.0%72,0000.1%COM SHSHUMHumana$983,120$1,474,481 â–¼-60.0%2,4750.1%HealthcareELVElevance Health$948,649$573,134 â–¼-37.7%2,4530.1%HealthcareYESWAY INC$527,800$527,800 â–²New Holding26,0000.1%COM CL AONCE UPON A FARM PBC$409,6000.0%20,0000.0%COMGRUPO AEROMEXICO SAB DE CV$360,0000.0%20,0000.0%SPONSORED ADSCCLCarnival$0$116,844,033 â–¼-100.0%00.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$0$79,430,040 â–¼-100.0%00.0%CL AHOODRobinhood Markets$0$73,149,962 â–¼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$49,597,200 â–¼-100.0%00.0%FinanceSESEA$0$41,405,000 â–¼-100.0%00.0%Consumer DiscretionaryNFLXNetflix$0$27,354,675 â–¼-100.0%00.0%Communication ServicesMSMorgan Stanley$0$23,298,175 â–¼-100.0%00.0%FinanceARWArrow Electronics$0$7,901,748 â–¼-100.0%00.0%TechnologyPATHUiPath$0$7,097,340 â–¼-100.0%00.0%TechnologyMTNVail Resorts$0$4,956,232 â–¼-100.0%00.0%Consumer DiscretionaryGIIIG-III Apparel Group$0$3,209,128 â–¼-100.0%00.0%Consumer DiscretionaryFORGENT POWER SOLUTIONS INC$0$2,927,000 â–¼-100.0%00.0%COM SHS CL AALLIANCE LAUNDRY HLDGS INC$0$1,762,900 â–¼-100.0%00.0%COMNETSKOPE INC$0$1,753,185 â–¼-100.0%00.0%CL AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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