Hound Partners 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Hound Partners disclosed 34 US equity positions worth $792.3m in its Q1 2026 13F filing. The largest position was CCL at 14.7% of the reported book, followed by NCLH and NVDA. Against the Q4 2025 filing, it opened 11 new positions, added to 11 and reduced 5 among the top 34 holdings.
What did Hound Partners own in Q1 2026? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CCL CARNIVAL CORP | Consumer Cyclical | 14.7% | $116.8m | 4,514,839 | 28% | added |
| 2 | NCLH NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 13.5% | $106.8m | 5,713,090 | 50% | added |
| 3 | NVDA NVIDIA CORPORATION | Technology | 10.9% | $86.2m | 494,314 | 4% | added |
| 4 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 10.0% | $79.4m | 543,000 | 0% | held |
| 5 | HOOD ROBINHOOD MKTS INC | Financial Services | 9.2% | $73.1m | 1,055,555 | – | new |
| 6 | BRK/B BERKSHIRE HATHAWAY INC DEL | 6.3% | $49.6m | 103,500 | – | new | |
| 7 | SE SEA LTD | Consumer Cyclical | 5.2% | $41.4m | 500,000 | 0% | held |
| 8 | NFLX NETFLIX INC. | Communication Services | 3.5% | $27.4m | 284,500 | – | new |
| 9 | BIO BIO RAD LABS INC | Healthcare | 3.4% | $27.2m | 97,724 | 126% | added |
| 10 | MS MORGAN STANLEY | Financial Services | 2.9% | $23.3m | 141,570 | – | new |
| 11 | GLNG GOLAR LNG LTD | Energy | 2.3% | $18.4m | 339,665 | -52% | reduced |
| 12 | MSFT MICROSOFT CORP | Technology | 2.2% | $17.5m | 47,267 | 38% | added |
| 13 | AMZN AMAZON COM INC | Consumer Cyclical | 2.2% | $17.1m | 82,115 | 81% | added |
| 14 | FOX FOX CORP | Communication Services | 2.1% | $16.7m | 314,185 | 3% | added |
| 15 | CALM CAL MAINE FOODS INC | Consumer Defensive | 2.0% | $16.1m | 203,851 | 164% | added |
| 16 | ENSG ENSIGN GROUP INC | Healthcare | 1.4% | $11.2m | 55,681 | -15% | reduced |
| 17 | LIBERTY LIVE HOLDINGS INC | 1.3% | $10.3m | 112,049 | – | new | |
| 18 | MHK MOHAWK INDS INC | Consumer Cyclical | 1.2% | $9.9m | 100,226 | 69% | added |
| 19 | ARW ARROW ELECTRS INC | Technology | 1.0% | $7.9m | 55,099 | -59% | reduced |
| 20 | UBER UBER TECHNOLOGIES INC | Technology | 0.8% | $6.7m | 92,698 | 68% | added |
| 21 | BEL FUSE INC | 0.8% | $6.3m | 34,814 | -8% | reduced | |
| 22 | MTN VAIL RESORTS INC | Consumer Cyclical | 0.6% | $5.0m | 38,624 | -35% | reduced |
| 23 | GIII G III APPAREL GROUP LTD | Consumer Cyclical | 0.4% | $3.2m | 115,853 | 3% | added |
| 24 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 0.4% | $2.9m | 100,000 | – | new |
| 25 | ALH ALLIANCE LAUNDRY HLDGS INC | Consumer Cyclical | 0.2% | $1.8m | 85,000 | 0% | held |
| 26 | NTSK NETSKOPE INC | 0.2% | $1.8m | 206,500 | 0% | held | |
| 27 | ANDG ANDERSEN GROUP INC | 0.2% | $1.6m | 60,000 | 0% | held | |
| 28 | BOBS DISC FURNITURE INC | 0.2% | $1.4m | 122,000 | – | new | |
| 29 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.2% | $1.2m | 4,580 | – | new |
| 30 | NEPTUNE INS HLDGS INC | 0.2% | $1.2m | 50,500 | 0% | held | |
| 31 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.1% | $1.2m | 3,935 | – | new |
| 32 | HUM HUMANA INC | Healthcare | 0.1% | $1.1m | 6,187 | – | new |
| 33 | ONCE UPON A FARM PBC | 0.0% | $327.0k | 20,000 | – | new | |
| 34 | GRUPO AEROMEXICO SAB DE CV | 0.0% | $280.2k | 20,000 | 0% | held |
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.