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Q2 2026 13F · SEC CIK 1353316

Hound Partners, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$862.9M
Reported positions
32
Top holdings a year, 3 yrs
+29.7%
Assets under management
$5.0B

Hound Partners, LLC is a hedge fund that reported 32 positions worth $862.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Norwegian Cruise Line Hldgs (NCLH, 16.4%), Carnival Corp Ltd (CCL, 14.7%), Meta Platforms Inc (META, 11.8%). A portfolio copying its top holdings returned 29.7% a year over the last 3 years, against 20.4% for the S&P 500.

Hound Partners, LLC holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hound Partners, LLC 13F holdings
Stock% of 13F valueShare changeReported value
NCLHNorwegian Cruise Line Hldgs16.4%+17.2%$141.3M
CCLCarnival Corp Ltd14.7%—$127.2M
METAMeta Platforms Inc11.8%—$102.0M
NVDANvidia Corporation11.3%-1.7%$97.2M
GSGoldman Sachs Group Inc7.4%—$63.7M
NBISNebius Group N.v.6.4%—$55.2M
CRHCrh PLC6.0%—$51.9M
IRENIren Limited4.3%—$37.3M
GLNGGolar Lng Ltd Shs2.6%+32.2%$22.4M
AMZNAmazon Com Inc2.4%+5.3%$20.6M
ENSGEnsign Group Inc2.4%+130.4%$20.6M
MSFTMicrosoft Corp2.2%+8.0%$19.0M
MHKMohawk Inds Inc1.9%+33.6%$16.2M
FOXFox Corp1.8%+5.4%$15.5M
LLYVALiberty Live Group Series A1.4%+8.5%$12.3M
CALMCal Maine Foods Inc1.4%-27.8%$11.8M
BELFABel Fuse Inc. - Class A Common Stock0.9%-19.4%$8.2M
TBBBBbb Foods Inc0.8%—$7.3M
UBERUber Technologies Inc0.8%+8.2%$7.2M
BIOBio Rad Labs Inc0.8%-77.0%$6.6M
DLRDigital Rlty Tr Inc0.7%—$6.3M
ANDGAndersen Group Inc0.3%+0.0%$2.3M
QQQMInvesco Exch Traded Fd Tr II0.2%—$2.0M
NPNeptune Ins Hldgs Inc0.2%+0.0%$1.6M
CURBCurbline Pptys Corp0.2%—$1.5M
UNHUnitedhealth Group Inc0.1%-32.2%$1.3M
BOBSBobs Disc Furniture Inc0.1%-41.0%$1.1M
HUMHumana Inc0.1%-60.0%$983K
ELVElevance Health Inc Formerly0.1%-37.7%$949K
YSWYYesway Inc0.1%—$528K
OFRMOnce Upon A Farm Pbc0.0%+0.0%$410K
AEROGrupo Aeromexico Sab de Cv0.0%+0.0%$360K

What Hound Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+16.7% /yr
S&P 500 +20.1%
3 years
+29.7% /yr
S&P 500 +20.4%
5 years
+12.3% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$862.9M32
Q1 2026$792.3M34
Q4 2025$721.3M36
Q3 2025$778.6M30
Q2 2025$739.9M28
Q1 2025$504.3M17
Q4 2024$208.1M18
Q3 2024$399.5M17
Q2 2024$498.6M16
Q1 2024$335.5M15
Q4 2023$320.9M12
Q3 2023$451.1M18

Questions about Hound Partners, LLC's portfolio

What stocks does Hound Partners, LLC own?

Hound Partners, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 32 positions worth $862.9M. The largest are Norwegian Cruise Line Hldgs (NCLH) at 16.4%, Carnival Corp Ltd (CCL) at 14.7%, Meta Platforms Inc (META) at 11.8%, Nvidia Corporation (NVDA) at 11.3% and Goldman Sachs Group Inc (GS) at 7.4%.

What did Hound Partners, LLC buy last quarter?

In Q2 2026, Hound Partners, LLC added a new position in Carnival Corp Ltd (CCL), a new position in Meta Platforms Inc (META), a new position in Goldman Sachs Group Inc (GS), a new position in Nebius Group N.v. (NBIS), a new position in Crh PLC (CRH), Ensign Group Inc (ENSG) (+130.4% shares), Mohawk Inds Inc (MHK) (+33.6% shares) and Golar Lng Ltd Shs (GLNG) (+32.2% shares), compared with its Q1 2026 filing.

What did Hound Partners, LLC sell last quarter?

In Q2 2026, Hound Partners, LLC sold all of Carnival Corp (CUK), sold all of Palantir Technologies Inc (PLTR), sold all of Robinhood Mkts Inc (HOOD), sold all of Berkshire Hathaway Inc Del (BRK-B), sold all of Sea Ltd (SE), Bio Rad Labs Inc (BIO) (-77.0% shares), Humana Inc (HUM) (-60.0% shares) and Bobs Disc Furniture Inc (BOBS) (-41.0% shares), compared with its Q1 2026 filing.

How has Hound Partners, LLC's portfolio performed?

A portfolio copying Hound Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.7% against +20.1%. Over 5 years: +12.3% a year against +11.6%.

When is Hound Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hound Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hound Partners, LLC manage?

Hound Partners, LLC reported $5.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $862.9M.