Investor
Hound Partners, LLC
CIK 0001353316 · filed 2026-05-15 · SEC filing
13F book
$799.4M
Positions
34
11 new · 13 sold
Largest name
14.6%
Carnival Corp Ltd. · CCL
Est. mark
−$78.6M
Price effect on 23 names still held. Flow $149.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Carnival Corp Ltd. | CCL | 4.51M | $116.8M | 14.6% | −$16.4M | Added$9.07M |
| Norwegian Cruise Line Hldg L | — | 5.71M | $106.8M | 13.4% | −$13.8M | Added$21.8M |
| Nvidia Corp | NVDA | 494.3K | $86.2M | 10.8% | −$5.74M | Added−$2.3M |
| Palantir Technologies Inc. | PLTR | 543K | $79.4M | 9.9% | −$17.1M | Held |
| Robinhood Mkts Inc | — | 1.06M | $73.1M | 9.2% | — | New |
| Berkshire Hathaway Inc Del | — | 103.5K | $49.6M | 6.2% | — | New |
| Sea Ltd | SE | 500K | $41.4M | 5.2% | −$22.4M | Held |
| Netflix Inc | NFLX | 284.5K | $27.4M | 3.4% | — | New |
| Bio Rad Labs Inc | — | 97.7K | $27.2M | 3.4% | −$1.05M | Added$14.1M |
| Morgan Stanley | — | 141.6K | $23.3M | 2.9% | — | New |
| Golar Lng Ltd | GLNG | 339.7K | $18.4M | 2.3% | $5.74M | Cut−$7.87M |
| Microsoft Corp | MSFT | 47.3K | $17.5M | 2.2% | −$3.9M | Added$886.9K |
| Amazon Com Inc | AMZN | 82.1K | $17.1M | 2.1% | −$1.02M | Added$6.61M |
| Fox Corp | — | 314.2K | $16.7M | 2.1% | −$3.61M | Added−$3.13M |
| Cal-Maine Foods Inc | CALM | 203.9K | $16.1M | 2.0% | −$32.5K | Added$9.98M |
| Ensign Group, Inc | ENSG | 55.7K | $11.2M | 1.4% | $1.52M | Cut−$150.8K |
| Liberty Live Holdings Inc | — | 112K | $10.3M | 1.3% | — | New |
| Mohawk Inds Inc | — | 100.2K | $9.87M | 1.2% | −$641K | Added$3.41M |
| Arrow Electrs Inc | — | 55.1K | $7.9M | 1.0% | $1.83M | Cut−$7.05M |
| Uber Technologies, Inc | UBER | 92.7K | $6.67M | 0.8% | −$539.4K | Added$2.16M |
| Bel Fuse Inc | — | 34.8K | $6.27M | 0.8% | $988.7K | Cut$559.7K |
| Vail Resorts Inc | MTN | 38.6K | $4.96M | 0.6% | −$173K | Cut−$2.94M |
| G Iii Apparel Group Ltd | — | 115.9K | $3.21M | 0.4% | −$141.1K | Added−$34.5K |
| Forgent Power Solutions, Inc. | FPS | 100K | $2.93M | 0.4% | — | New |
| Alliance Laundry Hldgs Inc | — | 85K | $1.76M | 0.2% | $33.1K | Held |
| Netskope Inc | NTSK | 206.5K | $1.75M | 0.2% | −$1.87M | Held |
| Andersen Group Inc. | ANDG | 60K | $1.63M | 0.2% | $76.2K | Held |
| Bobs Disc Furniture Inc | — | 122K | $1.43M | 0.2% | — | New |
| Unitedhealth Group Inc | UNH | 4.58K | $1.24M | 0.2% | — | New |
| Neptune Ins Hldgs Inc | — | 50.5K | $1.22M | 0.2% | −$251K | Held |
| Elevance Health Inc Formerly | — | 3.94K | $1.15M | 0.1% | — | New |
| Humana Inc | HUM | 6.19K | $1.07M | 0.1% | — | New |
| Once Upon a Farm, PBC | OFRM | 20K | $327K | 0.0% | — | New |
| Grupo Aeromexico Sab De Cv | — | 20K | $280.2K | 0.0% | −$159K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.