Hound Partners, LLC

NEW YORK, NY · CIK 1353316 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2011 · limited liability company

Assets managed$5.0bn
Staff28 · 17 in investment roles
Main clients (by assets)Private funds 100%
Private funds3 (3 hedge) · $4.9bn gross assets
Form ADV · 2026-07-15SEC adviser record

Legal entityHOUND PARTNERS, LLC (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 3

US visa salary filings

Filings FY2024–20252
Median salary offered$175,000
Middle half$162,500 – $187,500
Job titles2

Job title	Filings	Median	Range
Senior AnalystNew York, NY	1	$200,000
AnalystNew York, NY	1	$150,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Hound Partners, LLC.

$862.9m reported value +8.9% vs Q1 2026

32positions

83.3%in top 10

11 new 9 added 8 reduced 13 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Hound Partners Offshore Fund, LP – reports through this filing
Hound Partners Variable Beta Master, LP – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NORWEGIAN CRUISE LINE HLDG L SHS NCLH	NCLH	6,694,773	$141.3m16.38%	16.38%	Added +981.7k	+981,683 17.2%
2	CARNIVAL CORP LTD COMMON SHARES CCL	CCL	4,452,022	$127.2m14.74%	14.74%	New
3	META PLATFORMS INC CL A META	META	181,000	$102.0m11.82%	11.82%	New
4	NVIDIA CORPORATION COM NVDA	NVDA	485,926	$97.2m11.27%	11.27%	Reduced -8.4k	-8,388 -1.7%
5	GOLDMAN SACHS GROUP INC COM GS	GS	63,000	$63.7m7.38%	7.38%	New
6	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	200,000	$55.2m6.40%	6.40%	New
7	CRH PLC ORD CRH	CRH	485,000	$51.9m6.01%	6.01%	New
8	IREN LIMITED ORDINARY SHARES IREN	IREN	815,000	$37.3m4.32%	4.32%	New
9	GOLAR LNG LTD SHS GLNG	GLNG	449,174	$22.4m2.59%	2.59%	Added +109.5k	+109,509 32.2%
10	AMAZON COM INC COM AMZN	AMZN	86,440	$20.6m2.39%	2.39%	Added +4.3k	+4,325 5.3%
11	ENSIGN GROUP INC COM ENSG	ENSG	128,305	$20.6m2.38%	2.38%	Added +72.6k	+72,624 130.4%
12	MICROSOFT CORP COM MSFT	MSFT	51,058	$19.0m2.21%	2.21%	Added +3.8k	+3,791 8.0%
13	MOHAWK INDS INC COM MHK	MHK	133,868	$16.2m1.88%	1.88%	Added +33.6k	+33,642 33.6%
14	FOX CORP CL B COM FOX	FOX	331,136	$15.5m1.80%	1.80%	Added +17.0k	+16,951 5.4%
15	LIBERTY LIVE HOLDINGS INC COM SER A LLYVA	LLYVA	121,597	$12.3m1.43%	1.43%	Added +9.5k	+9,548 8.5%
16	CAL MAINE FOODS INC COM NEW CALM	CALM	147,086	$11.8m1.37%	1.37%	Reduced -56.8k	-56,765 -27.9%
17	BEL FUSE INC CL A BELFA	BELFA	28,048	$8.2m0.95%	0.95%	Reduced -6.8k	-6,766 -19.4%
18	BBB FOODS INC CL A COM TBBB	TBBB	174,242	$7.3m0.84%	0.84%	New
19	UBER TECHNOLOGIES INC COM UBER	UBER	100,295	$7.2m0.84%	0.84%	Added +7.6k	+7,597 8.2%
20	BIO RAD LABS INC CL A BIO	BIO	22,481	$6.6m0.76%	0.76%	Reduced -75.2k	-75,243 -77.0%
21	DIGITAL RLTY TR INC COM DLR	DLR	35,000	$6.3m0.73%	0.73%	New
22	ANDERSEN GROUP INC CL A ANDG	ANDG	60,000	$2.3m0.26%	0.26%	Unchanged
23	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	6,500	$2.0m0.23%	0.23%	New
24	NEPTUNE INS HLDGS INC CL A NP	NP	50,500	$1.6m0.18%	0.18%	Unchanged
25	CURBLINE PPTYS CORP COM CURB	CURB	50,000	$1.5m0.18%	0.18%	New
26	UNITEDHEALTH GROUP INC COM UNH	UNH	3,106	$1.3m0.15%	0.15%	Reduced -1.5k	-1,474 -32.2%
27	BOBS DISC FURNITURE INC COM SHS BOBS	BOBS	72,000	$1.1m0.13%	0.13%	Reduced -50.0k	-50,000 -41.0%
28	HUMANA INC COM HUM	HUM	2,475	$983.1k0.11%	0.11%	Reduced -3.7k	-3,712 -60.0%
29	ELEVANCE HEALTH INC COM ELV	ELV	2,453	$948.6k0.11%	0.11%	Reduced -1.5k	-1,482 -37.7%
30	YESWAY INC COM CL A YSWY	YSWY	26,000	$527.8k0.06%	0.06%	New
31	ONCE UPON A FARM PBC COM OFRM	OFRM	20,000	$409.6k0.05%	0.05%	Unchanged
32	GRUPO AEROMEXICO SAB DE CV SPONSORED ADS AERO	AERO	20,000	$360.0k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARNIVAL CORP		4,514,839	$116.8m4.5m shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	543,000	$79.4m543.0k shares
ROBINHOOD MKTS INC HOOD	HOOD	1,055,555	$73.1m1.1m shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	103,500	$49.6m103.5k shares
SEA LTD SE	SE	500,000	$41.4m500.0k shares
NETFLIX INC NFLX	NFLX	284,500	$27.4m284.5k shares
MORGAN STANLEY MS	MS	141,570	$23.3m141.6k shares
ARROW ELECTRS INC ARW	ARW	55,099	$7.9m55.1k shares
VAIL RESORTS INC MTN	MTN	38,624	$5.0m38.6k shares
G III APPAREL GROUP LTD GIII	GIII	115,853	$3.2m115.9k shares
FORGENT POWER SOLUTIONS INC FPS	FPS	100,000	$2.9m100.0k shares
ALLIANCE LAUNDRY HLDGS INC ALH	ALH	85,000	$1.8m85.0k shares
NETSKOPE INC NTSK	NTSK	206,500	$1.8m206.5k shares