Hound Partners 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Hound Partners disclosed 30 US equity positions worth $778.6m in its Q3 2025 13F filing. The largest position was CCL at 13.7% of the reported book, followed by GS and SE. Against the Q2 2025 filing, it opened 7 new positions, added to 11 and reduced 9 among the top 30 holdings.
What did Hound Partners own in Q3 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CCL CARNIVAL CORP | Consumer Cyclical | 13.7% | $106.6m | 3,686,833 | 6% | added |
| 2 | GS GOLDMAN SACHS GROUP INC | Financial Services | 11.9% | $92.4m | 116,000 | 45% | added |
| 3 | SE SEA LTD | Consumer Cyclical | 11.5% | $89.4m | 500,000 | 0% | held |
| 4 | NVDA NVIDIA CORPORATION | Technology | 11.3% | $88.1m | 472,259 | -7% | reduced |
| 5 | NCLH NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 9.8% | $76.2m | 3,093,070 | -8% | reduced |
| 6 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 6.2% | $48.4m | 226,375 | -36% | reduced |
| 7 | BIO BIO RAD LABS INC | Healthcare | 3.7% | $29.2m | 103,963 | -43% | reduced |
| 8 | GLNG GOLAR LNG LTD | Energy | 3.4% | $26.6m | 658,751 | 1% | added |
| 9 | ARW ARROW ELECTRS INC | Technology | 2.5% | $19.8m | 163,861 | 1% | added |
| 10 | ENTG ENTEGRIS INC | Technology | 2.4% | $18.5m | 200,263 | -35% | reduced |
| 11 | MSFT MICROSOFT CORP | Technology | 2.3% | $18.1m | 34,888 | -13% | reduced |
| 12 | WDAY WORKDAY INC | Technology | 1.9% | $15.0m | 62,402 | 1% | added |
| 13 | LIBERTY MEDIA CORP DEL | 1.8% | $14.0m | 144,022 | -34% | reduced | |
| 14 | ICLR ICON PLC | Healthcare | 1.7% | $13.1m | 75,000 | 0% | held |
| 15 | GIII G III APPAREL GROUP LTD | Consumer Cyclical | 1.6% | $12.7m | 478,909 | 280% | added |
| 16 | DG DOLLAR GEN CORP NEW | Consumer Defensive | 1.6% | $12.6m | 121,564 | 1% | added |
| 17 | ENSG ENSIGN GROUP INC | Healthcare | 1.5% | $12.1m | 69,801 | – | new |
| 18 | AMZN AMAZON COM INC | Consumer Cyclical | 1.5% | $12.0m | 54,871 | 1% | added |
| 19 | MTN VAIL RESORTS INC | Consumer Cyclical | 1.4% | $11.3m | 75,320 | 1% | added |
| 20 | KEX KIRBY CORP | Industrials | 1.4% | $11.1m | 132,831 | – | new |
| 21 | ON HLDG AG | 1.4% | $10.6m | 250,000 | 0% | held | |
| 22 | FISV FISERV INC | 1.3% | $10.2m | 79,112 | 137% | added | |
| 23 | MHK MOHAWK INDS INC | Consumer Cyclical | 1.2% | $9.2m | 71,405 | -31% | reduced |
| 24 | HCA HCA HEALTHCARE INC | Healthcare | 1.0% | $7.8m | 18,265 | -43% | reduced |
| 25 | NTSK NETSKOPE INC | 0.6% | $4.7m | 206,500 | – | new | |
| 26 | RPD RAPID7 INC | Technology | 0.4% | $2.9m | 154,920 | 1% | added |
| 27 | WATERBRIDGE INFRASTRUCTURE L | 0.3% | $2.5m | 100,000 | – | new | |
| 28 | SBET SHARPLINK GAMING INC | Financial Services | 0.3% | $2.0m | 118,790 | – | new |
| 29 | MIAMI INTL HLDGS INC | 0.1% | $1.0m | 25,000 | – | new | |
| 30 | AMBQ AMBIQ MICRO INC | 0.1% | $598.4k | 20,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.