13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001353316-26-000002
Total Value
$743.2M
Positions
38
Other Managers
2
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARNIVAL CORP | CUKPF | 3,529,067 | $107.8M | 14.50% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 543,000 | $96.5M | 12.99% |
| 3 | NVIDIA CORPORATION | NVDA | 474,577 | $88.5M | 11.91% |
| 4 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 3,807,887 | $85.0M | 11.44% |
| 5 | SEA LTD | SE | 500,000 | $63.8M | 8.58% |
| 6 | META PLATFORMS INC | META | 77,000 | $50.8M | 6.84% |
| 7 | GOLAR LNG LTD | GLNG | 705,460 | $26.3M | 3.53% |
| 8 | FOX CORP | FOX | 305,071 | $19.8M | 2.67% |
| 9 | MICROSOFT CORP | MSFT | 34,345 | $16.6M | 2.23% |
| 10 | ARROW ELECTRS INC | 042735100 | 135,695 | $15.0M | 2.01% |
| 11 | ICON PLC | ICLR | 75,000 | $13.7M | 1.84% |
| 12 | ENTEGRIS INC | ENTG | 159,450 | $13.4M | 1.81% |
| 13 | BIO RAD LABS INC | 090572207 | 43,268 | $13.1M | 1.76% |
| 14 | ON HLDG AG | H5919C104 | 250,000 | $11.6M | 1.56% |
| 15 | ENSIGN GROUP INC | ENSG | 65,273 | $11.4M | 1.53% |
| 16 | KIRBY CORP | KEX | 99,767 | $11.0M | 1.48% |
| 17 | UIPATH INC | PATH | 669,600 | $11.0M | 1.48% |
| 18 | UIPATH INC | PATH | 668,300 | $11.0M | 1.47% |
| 19 | AMAZON COM INC | AMZN | 45,436 | $10.5M | 1.41% |
| 20 | VAIL RESORTS INC | MTN | 59,430 | $7.9M | 1.06% |
| 21 | WORKDAY INC | WDAY | 32,584 | $7.0M | 0.94% |
| 22 | MOHAWK INDS INC | 608190104 | 59,131 | $6.5M | 0.87% |
| 23 | DOLLAR GEN CORP NEW | 256677105 | 47,228 | $6.3M | 0.84% |
| 24 | CAL MAINE FOODS INC | CALM | 77,341 | $6.2M | 0.83% |
| 25 | BEL FUSE INC | BELFB | 37,640 | $5.7M | 0.77% |
| 26 | UBER TECHNOLOGIES INC | UBER | 55,157 | $4.5M | 0.61% |
| 27 | FISERV INC | FISV | 65,509 | $4.4M | 0.59% |
| 28 | NETSKOPE INC | NTSK | 206,500 | $3.6M | 0.49% |
| 29 | G III APPAREL GROUP LTD | GIII | 112,004 | $3.2M | 0.44% |
| 30 | WATERBRIDGE INFRASTRUCTURE L | WBI | 100,000 | $2.0M | 0.27% |
| 31 | ALLIANCE LAUNDRY HLDGS INC | ALH | 85,000 | $1.7M | 0.23% |
| 32 | ANDERSEN GROUP INC | ANDG | 60,000 | $1.6M | 0.21% |
| 33 | NEPTUNE INS HLDGS INC | 64073B103 | 50,500 | $1.5M | 0.20% |
| 34 | ISHARES TR | 464287200 | 2,000 | $1.4M | 0.18% |
| 35 | MIAMI INTL HLDGS INC | 59356Q108 | 25,000 | $1.1M | 0.15% |
| 36 | SHARPLINK GAMING INC | SBET | 119,684 | $1.1M | 0.14% |
| 37 | AMBIQ MICRO INC | AMBQ | 20,000 | $570,000 | 0.08% |
| 38 | GRUPO AEROMEXICO SAB DE CV | 40054J109 | 20,000 | $439,200 | 0.06% |