Growth
Hound Partners
Hound Partners’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$792.3M
reported long US equity
Positions
34
US-listed holdings
New this quarter
11
13 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | CARNIVAL CORP | $116.8M | 14.7% | 4.5M | Added |
| 2 | NORWEGIAN CRUISE LINE HLDGS | $106.8M | 13.5% | 5.7M | Added |
| 3 | NVDANVIDIA CORPORATION | $86.2M | 10.9% | 494.3K | Added |
| 4 | PLTRPALANTIR TECHNOLOGIES INC | $79.4M | 10.0% | 543.0K | — |
| 5 | HOODROBINHOOD MKTS INC | $73.1M | 9.2% | 1.1M | New |
| 6 | BRK.BBERKSHIRE HATHAWAY INC DEL | $49.6M | 6.3% | 103.5K | New |
| 7 | SESEA LTD | $41.4M | 5.2% | 500.0K | — |
| 8 | NFLXNETFLIX INC. | $27.4M | 3.5% | 284.5K | New |
| 9 | BIOBIO RAD LABS INC | $27.2M | 3.4% | 97.7K | Added |
| 10 | MSMORGAN STANLEY | $23.3M | 2.9% | 141.6K | New |
| 11 | GOLAR LNG LTD | $18.4M | 2.3% | 339.7K | Reduced |
| 12 | MSFTMICROSOFT CORP | $17.5M | 2.2% | 47.3K | Added |
| 13 | AMZNAMAZON COM INC | $17.1M | 2.2% | 82.1K | Added |
| 14 | FOXFOX CORP | $16.7M | 2.1% | 314.2K | Added |
| 15 | CALMCAL MAINE FOODS INC | $16.1M | 2.0% | 203.9K | Added |
| 16 | ENSGENSIGN GROUP INC | $11.2M | 1.4% | 55.7K | Reduced |
| 17 | LLYVALIBERTY LIVE HOLDINGS INC | $10.3M | 1.3% | 112.0K | New |
| 18 | MHKMOHAWK INDS INC | $9.9M | 1.2% | 100.2K | Added |
| 19 | ARWARROW ELECTRS INC | $7.9M | 1.0% | 55.1K | Reduced |
| 20 | UBERUBER TECHNOLOGIES INC | $6.7M | 0.8% | 92.7K | Added |
| 21 | BELFABEL FUSE INC | $6.3M | 0.8% | 34.8K | Reduced |
| 22 | MTNVAIL RESORTS INC | $5.0M | 0.6% | 38.6K | Reduced |
| 23 | GIIIG III APPAREL GROUP LTD | $3.2M | 0.4% | 115.9K | Added |
| 24 | FORGENT POWER SOLUTIONS INC | $2.9M | 0.4% | 100.0K | New |
| 25 | ALHALLIANCE LAUNDRY HLDGS INC | $1.8M | 0.2% | 85.0K | — |
| 26 | NTSKNETSKOPE INC | $1.8M | 0.2% | 206.5K | — |
| 27 | ANDGANDERSEN GROUP INC | $1.6M | 0.2% | 60.0K | — |
| 28 | BOBS DISC FURNITURE INC | $1.4M | 0.2% | 122.0K | New |
| 29 | UNHUNITEDHEALTH GROUP INC | $1.2M | 0.2% | 4.6K | New |
| 30 | NPNEPTUNE INS HLDGS INC | $1.2M | 0.2% | 50.5K | — |
| 31 | ELVELEVANCE HEALTH INC FORMERLY | $1.2M | 0.1% | 3.9K | New |
| 32 | HUMHUMANA INC | $1.1M | 0.1% | 6.2K | New |
| 33 | ONCE UPON A FARM PBC | $327,000 | 0.0% | 20.0K | New |
| 34 | GRUPO AEROMEXICO SAB DE CV | $280,200 | 0.0% | 20.0K | — |
Sold out (Q1 2026)
META, ICON PLC, ENTG, ON HLDG AG, KEX, WDAY, DG, FISERV INC, WBI, ISHARES TR, MIAX, SBET, AMBQ
From Hound Partners’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q1 2026, not today. Not investment advice.