Hound Partners 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Hound Partners disclosed 32 US equity positions worth $862.9m in its Q2 2026 13F filing. The largest position was NCLH at 16.4% of the reported book, followed by CCL and META. Against the Q1 2026 filing, it opened 11 new positions, added to 9 and reduced 8 among the top 32 holdings.
What did Hound Partners own in Q2 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NCLH NORWEGIAN CRUISE LINE HLDGS | Consumer Cyclical | 16.4% | $141.3m | 6,694,773 | 17% | added |
| 2 | CCL CARNIVAL CORP LTD | Consumer Cyclical | 14.7% | $127.2m | 4,452,022 | – | new |
| 3 | META META PLATFORMS INC | Communication Services | 11.8% | $102.0m | 181,000 | – | new |
| 4 | NVDA NVIDIA CORPORATION | Technology | 11.3% | $97.2m | 485,926 | -2% | reduced |
| 5 | GS GOLDMAN SACHS GROUP INC | Financial Services | 7.4% | $63.7m | 63,000 | – | new |
| 6 | NBIS NEBIUS GROUP N.V. | Communication Services | 6.4% | $55.2m | 200,000 | – | new |
| 7 | CRH CRH PLC | Basic Materials | 6.0% | $51.9m | 485,000 | – | new |
| 8 | IREN IREN LIMITED | Financial Services | 4.3% | $37.3m | 815,000 | – | new |
| 9 | GLNG GOLAR LNG LTD | Energy | 2.6% | $22.4m | 449,174 | 32% | added |
| 10 | AMZN AMAZON COM INC | Consumer Cyclical | 2.4% | $20.6m | 86,440 | 5% | added |
| 11 | ENSG ENSIGN GROUP INC | Healthcare | 2.4% | $20.6m | 128,305 | 130% | added |
| 12 | MSFT MICROSOFT CORP | Technology | 2.2% | $19.0m | 51,058 | 8% | added |
| 13 | MHK MOHAWK INDS INC | Consumer Cyclical | 1.9% | $16.2m | 133,868 | 34% | added |
| 14 | FOX FOX CORP | Communication Services | 1.8% | $15.5m | 331,136 | 5% | added |
| 15 | LIBERTY LIVE HOLDINGS INC | 1.4% | $12.3m | 121,597 | 9% | added | |
| 16 | CALM CAL MAINE FOODS INC | Consumer Defensive | 1.4% | $11.8m | 147,086 | -28% | reduced |
| 17 | BEL FUSE INC | 0.9% | $8.2m | 28,048 | -19% | reduced | |
| 18 | TBBB BBB FOODS INC | Consumer Defensive | 0.8% | $7.3m | 174,242 | – | new |
| 19 | UBER UBER TECHNOLOGIES INC | Technology | 0.8% | $7.2m | 100,295 | 8% | added |
| 20 | BIO BIO RAD LABS INC | Healthcare | 0.8% | $6.6m | 22,481 | -77% | reduced |
| 21 | DLR DIGITAL RLTY TR INC | Real Estate | 0.7% | $6.3m | 35,000 | – | new |
| 22 | ANDG ANDERSEN GROUP INC | 0.3% | $2.3m | 60,000 | 0% | held | |
| 23 | INVESCO EXCH TRADED FD TR II | 0.2% | $2.0m | 6,500 | – | new | |
| 24 | NEPTUNE INS HLDGS INC | 0.2% | $1.6m | 50,500 | 0% | held | |
| 25 | CURBLINE PPTYS CORP | 0.2% | $1.5m | 50,000 | – | new | |
| 26 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.1% | $1.3m | 3,106 | -32% | reduced |
| 27 | BOBS DISC FURNITURE INC | 0.1% | $1.1m | 72,000 | -41% | reduced | |
| 28 | HUM HUMANA INC | Healthcare | 0.1% | $983.1k | 2,475 | -60% | reduced |
| 29 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.1% | $948.6k | 2,453 | -38% | reduced |
| 30 | YSWY YESWAY INC | 0.1% | $527.8k | 26,000 | – | new | |
| 31 | ONCE UPON A FARM PBC | 0.0% | $409.6k | 20,000 | 0% | held | |
| 32 | GRUPO AEROMEXICO SAB DE CV | 0.0% | $360.0k | 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.