Hound Partners, LLC
CIK 1353316 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- 14365830013.69%
- GS11.86%
- SE11.48%
- NVDA11.32%
- NCLH9.78%
- EXPE6.21%
- BIO3.74%
- GLNG3.42%
- ARW2.55%
- ENTG2.38%
Share classes counted separately76.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GSWeight increased · +4.21 pp7.65% → 11.86%Shares +36.00K (+45.00%)
- BIOWeight decreased · -2.19 pp5.93% → 3.74%Shares -77.97K (-42.86%)
- EXPEWeight decreased · -1.79 pp8.00% → 6.21%Shares -124.65K (-35.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 143658300CARNIVAL CORPUNIT 99/99/9999 View history and evidence | $106.59M | 13.69% | 3.69M shares | 13.26% → 13.69%+0.43 pp +198.85K (+5.70%) | Added | ↗▾ |
| 02 | GSGOLDMAN SACHS GROUP INC View history and evidence | $92.38M | 11.86% | 116.00K shares | 7.65% → 11.86%+4.21 pp +36.00K (+45.00%) | Added | ↗▾ |
| 03 | SESEA LTD-ADRSPONSORD ADS View history and evidence | $89.36M | 11.48% | 500.00K shares | 10.81% → 11.48%+0.67 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $88.11M | 11.32% | 472.26K shares | 10.81% → 11.32%+0.51 pp -33.84K (-6.69%) | Reduced | ↗▾ |
| 05 | NCLHNORWEGIAN CRUISE LINE HOLDINSHS View history and evidence | $76.18M | 9.78% | 3.09M shares | 9.19% → 9.78%+0.59 pp -259.77K (-7.75%) | Reduced | ↗▾ |
| 06 | EXPEEXPEDIA GROUP INCCOM NEW View history and evidence | $48.39M | 6.21% | 226.38K shares | 8.00% → 6.21%-1.79 pp -124.65K (-35.51%) | Reduced | ↗▾ |
| 07 | BIOBIO-RAD LABORATORIES-ACL A View history and evidence | $29.15M | 3.74% | 103.96K shares | 5.93% → 3.74%-2.19 pp -77.97K (-42.86%) | Reduced | ↗▾ |
| 08 | GLNGGOLAR LNG LTDSHS View history and evidence | $26.62M | 3.42% | 658.75K shares | 3.64% → 3.42%-0.22 pp +5.16K (+0.79%) | Added | ↗▾ |
| 09 | ARWARROW ELECTRONICS INC View history and evidence | $19.83M | 2.55% | 163.86K shares | 2.80% → 2.55%-0.25 pp +1.48K (+0.91%) | Added | ↗▾ |
| 10 | ENTGENTEGRIS INC View history and evidence | $18.52M | 2.38% | 200.26K shares | 3.35% → 2.38%-0.97 pp -107.47K (-34.92%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AAPL APPLE INC | Non-derivative | -123,000 | -$25.24M | SEC filing ↗ | SEC filing ↗ |
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -13,437 | -$4.19M | SEC filing ↗ | SEC filing ↗ |
| TTAN SERVICETITAN INC-A | Non-derivative | -20,000 | -$2.14M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1353316 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 778597703
}Take these holdings further.
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