EdgeMarket › What Hound Partners, Llc reported owning
What Hound Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
799.4MPositions
35Quarter
2026-03-31Shown below
34largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CCL Carnival Corp Ltd. | 116.8M | 14.6% | 4.5M | 25.73 | -12.1% |
| NCLH Norwegian Cruise Line Holdings Ltd. | 106.8M | 13.4% | 5.7M | 17.24 | -27.7% |
| NVDA NVIDIA CORP | 86.2M | 10.8% | 494.3K | 214.72 | +22.4% |
| PLTR Palantir Technologies Inc. | 79.4M | 9.9% | 543.0K | 179.94 | +15.3% |
| HOOD Robinhood Markets, Inc. | 73.1M | 9.2% | 1.1M | 108.13 | +2.6% |
| unmapped CUSIP 084670702 | 49.6M | 6.2% | 103.5K | — | — |
| SE Sea Ltd | 41.4M | 5.2% | 500.0K | 117.53 | -34.2% |
| NFLX NETFLIX INC | 27.4M | 3.4% | 284.5K | 79.59 | -34.4% |
| BIO BIO-RAD LABORATORIES, INC. | 27.2M | 3.4% | 97.7K | 380.03 | +31.9% |
| MS MORGAN STANLEY | 23.3M | 2.9% | 141.6K | 214.20 | +48.6% |
| GLNG GOLAR LNG LTD | 18.4M | 2.3% | 339.7K | 52.00 | +24.8% |
| MSFT MICROSOFT CORP | 17.5M | 2.2% | 47.3K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 17.1M | 2.1% | 82.1K | 258.63 | +15.6% |
| FOX Fox Corp | 16.7M | 2.1% | 314.2K | 61.05 | +13.0% |
| CALM CAL-MAINE FOODS INC | 16.1M | 2.0% | 203.9K | 82.80 | -27.5% |
| ENSG ENSIGN GROUP, INC | 11.2M | 1.4% | 55.7K | 179.48 | +6.2% |
| LLYVA Liberty Live Holdings, Inc. | 10.3M | 1.3% | 112.0K | 101.70 | +12.6% |
| MHK MOHAWK INDUSTRIES INC | 9.9M | 1.2% | 100.2K | 136.22 | +9.8% |
| ARW ARROW ELECTRONICS, INC. | 7.9M | 1.0% | 55.1K | 210.85 | +68.8% |
| UBER Uber Technologies, Inc | 6.7M | 0.8% | 92.7K | 78.80 | -15.9% |
| BELFA BEL FUSE INC /NJ | 6.3M | 0.8% | 34.8K | 214.31 | +98.3% |
| MTN VAIL RESORTS INC | 5.0M | 0.6% | 38.6K | 152.81 | -0.8% |
| GIII G III APPAREL GROUP LTD /DE/ | 3.2M | 0.4% | 115.9K | 33.78 | +30.7% |
| FPS Forgent Power Solutions, Inc. | 2.9M | 0.4% | 100.0K | 33.18 | — |
| ALH Alliance Laundry Holdings Inc. | 1.8M | 0.2% | 85.0K | 23.47 | — |
| NTSK Netskope Inc | 1.8M | 0.2% | 206.5K | 14.51 | — |
| ANDG Andersen Group Inc. | 1.6M | 0.2% | 60.0K | 50.16 | — |
| BOBS Bob's Discount Furniture, Inc. | 1.4M | 0.2% | 122.0K | 17.51 | — |
| UNH UNITEDHEALTH GROUP INC | 1.2M | 0.2% | 4.6K | 390.11 | +30.1% |
| NP Neptune Insurance Holdings Inc. | 1.2M | 0.2% | 50.5K | 33.36 | -9.7% |
| ELV Elevance Health, Inc. | 1.2M | 0.1% | 3.9K | 400.54 | +29.2% |
| HUM HUMANA INC | 1.1M | 0.1% | 6.2K | 378.88 | +30.6% |
| OFRM Once Upon a Farm, PBC | 327.0K | 0.0% | 20.0K | 17.34 | — |
| AERO Grupo Aeromexico, S.A.B. de C.V. | 280.2K | 0.0% | 20.0K | 13.72 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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