13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001353316-25-000010
Total Value
$778.6M
Positions
30
Other Managers
2
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARNIVAL CORP | CUKPF | 3,686,833 | $106.6M | 13.69% |
| 2 | GOLDMAN SACHS GROUP INC | GSCE | 116,000 | $92.4M | 11.86% |
| 3 | SEA LTD | SE | 500,000 | $89.4M | 11.48% |
| 4 | NVIDIA CORPORATION | NVDA | 472,259 | $88.1M | 11.32% |
| 5 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 3,093,070 | $76.2M | 9.78% |
| 6 | EXPEDIA GROUP INC | EXPE | 226,375 | $48.4M | 6.21% |
| 7 | BIO RAD LABS INC | 090572207 | 103,963 | $29.2M | 3.74% |
| 8 | GOLAR LNG LTD | GLNG | 658,751 | $26.6M | 3.42% |
| 9 | ARROW ELECTRS INC | 042735100 | 163,861 | $19.8M | 2.55% |
| 10 | ENTEGRIS INC | ENTG | 200,263 | $18.5M | 2.38% |
| 11 | MICROSOFT CORP | MSFT | 34,888 | $18.1M | 2.32% |
| 12 | WORKDAY INC | WDAY | 62,402 | $15.0M | 1.93% |
| 13 | LIBERTY MEDIA CORP DEL | FWONB | 144,022 | $14.0M | 1.79% |
| 14 | ICON PLC | ICLR | 75,000 | $13.1M | 1.69% |
| 15 | G III APPAREL GROUP LTD | GIII | 478,909 | $12.7M | 1.64% |
| 16 | DOLLAR GEN CORP NEW | 256677105 | 121,564 | $12.6M | 1.61% |
| 17 | ENSIGN GROUP INC | ENSG | 69,801 | $12.1M | 1.55% |
| 18 | AMAZON COM INC | AMZN | 54,871 | $12.0M | 1.55% |
| 19 | VAIL RESORTS INC | MTN | 75,320 | $11.3M | 1.45% |
| 20 | KIRBY CORP | KEX | 132,831 | $11.1M | 1.42% |
| 21 | ON HLDG AG | H5919C104 | 250,000 | $10.6M | 1.36% |
| 22 | FISERV INC | FISV | 79,112 | $10.2M | 1.31% |
| 23 | MOHAWK INDS INC | 608190104 | 71,405 | $9.2M | 1.18% |
| 24 | HCA HEALTHCARE INC | HCA | 18,265 | $7.8M | 1.00% |
| 25 | NETSKOPE INC | NTSK | 206,500 | $4.7M | 0.60% |
| 26 | RAPID7 INC | RPD | 154,920 | $2.9M | 0.37% |
| 27 | WATERBRIDGE INFRASTRUCTURE L | WBI | 100,000 | $2.5M | 0.32% |
| 28 | SHARPLINK GAMING INC | SBET | 118,790 | $2.0M | 0.26% |
| 29 | MIAMI INTL HLDGS INC | 59356Q108 | 25,000 | $1.0M | 0.13% |
| 30 | AMBIQ MICRO INC | AMBQ | 20,000 | $598,400 | 0.08% |