Hound Partners, LLC
CIK 1353316
13F filing for Q2 2026・No. 2,828
- Holdings
- US$862.89M
- Quarter change
- +US$63.47M
- Entries
- 32
- Net bought (estimate)
- +US$35.77M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 13
- Cut 7
- Added 10
- Corporate actions 0
- Unchanged 4
Largest holdings
32 stocks worth US$862.89M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NCLHNORWEGIAN CRUISE LINE HLDGSSHS | Added | 6,694,773 | US$141.33M | 16.38% |
| CARNIVAL CORP LTDCOMMON SHARES | New | 4,452,022 | US$127.19M | 14.74% |
| METAMetaCL A | New | 181,000 | US$101.96M | 11.82% |
| NVDANvidiaCOM | Cut | 485,926 | US$97.23M | 11.27% |
| GSGOLDMAN SACHS GROUP INCCOM | New | 63,000 | US$63.72M | 7.38% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | New | 200,000 | US$55.23M | 6.40% |
| CRHCRH PLCORD | New | 485,000 | US$51.9M | 6.01% |
| IRENIREN LIMITEDORDINARY SHARES | New | 815,000 | US$37.27M | 4.32% |
| GLNGGOLAR LNG LTDSHS | Added | 449,174 | US$22.39M | 2.59% |
| AMZNAmazonCOM | Added | 86,440 | US$20.6M | 2.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.