SEC 13F filing
Hound Partners 13F portfolio — Q2 2026
Hound Partners reported $862.9M across its 32 reported positions in its SEC Form 13F-HR for the quarter ended 2026-06-30, with NORWEGIAN CRUISE LINE HLDGS the largest at $141.3M (16.38% of reported value). 13F positions are as of quarter-end and filed up to 45 days later — they are not current positions.
Definition
A 13F filing is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. Source: SEC EDGAR Form 13F-HR.
Hound Partners holdings — Q2 2026
| # | Holding | Ticker | Shares | Value | % of reported | Δ shares vs Q1 2026 |
|---|---|---|---|---|---|---|
| 1 | NORWEGIAN CRUISE LINE HLDGS | NCLH | 6,694,773 | $141.3M | 16.38% | +981,683 |
| 2 | CARNIVAL CORP LTD | CCL | 4,452,022 | $127.2M | 14.74% | new |
| 3 | META PLATFORMS INC | META | 181,000 | $102.0M | 11.82% | new |
| 4 | NVIDIA Corp | NVDA | 485,926 | $97.2M | 11.27% | −8,388 |
| 5 | GOLDMAN SACHS GROUP INC | GS | 63,000 | $63.7M | 7.38% | new |
| 6 | NEBIUS GROUP N.V. | NBIS | 200,000 | $55.2M | 6.4% | new |
| 7 | CRH PLC | CRH | 485,000 | $51.9M | 6.01% | new |
| 8 | IREN LIMITED | IREN | 815,000 | $37.3M | 4.32% | new |
| 9 | GOLAR LNG LTD | GLNG | 449,174 | $22.4M | 2.59% | +109,509 |
| 10 | AMAZON COM INC | AMZN | 86,440 | $20.6M | 2.39% | +4,325 |
| 11 | ENSIGN GROUP INC | ENSG | 128,305 | $20.6M | 2.38% | +72,624 |
| 12 | MICROSOFT CORP | MSFT | 51,058 | $19.0M | 2.21% | +3,791 |
| 13 | MOHAWK INDS INC | MHK | 133,868 | $16.2M | 1.88% | +33,642 |
| 14 | FOX CORP | FOX | 331,136 | $15.5M | 1.8% | +16,951 |
| 15 | LIBERTY LIVE HOLDINGS INC | LLYVA | 121,597 | $12.3M | 1.43% | +9,548 |
| 16 | CAL MAINE FOODS INC | CALM | 147,086 | $11.8M | 1.37% | −56,765 |
| 17 | BEL FUSE INC | — | 28,048 | $8.2M | 0.95% | −6,766 |
| 18 | Bbb Foods Inc | TBBB | 174,242 | $7.3M | 0.84% | new |
| 19 | UBER TECHNOLOGIES INC | UBER | 100,295 | $7.2M | 0.84% | +7,597 |
| 20 | BIO RAD LABS INC | — | 22,481 | $6.6M | 0.76% | −75,243 |
| 21 | DIGITAL RLTY TR INC | DLR | 35,000 | $6.3M | 0.73% | new |
| 22 | ANDERSEN GROUP INC | ANDG | 60,000 | $2.3M | 0.26% | 0 |
| 23 | INVESCO EXCH TRADED FD TR II | — | 6,500 | $2.0M | 0.23% | new |
| 24 | NEPTUNE INS HLDGS INC | NP | 50,500 | $1.6M | 0.18% | 0 |
| 25 | CURBLINE PPTYS CORP | CURB | 50,000 | $1.5M | 0.18% | new |
| 26 | UNITEDHEALTH GROUP INC | UNH | 3,106 | $1.3M | 0.15% | −1,474 |
| 27 | BOBS DISC FURNITURE INC | BOBS | 72,000 | $1.1M | 0.13% | −50,000 |
| 28 | HUMANA INC | HUM | 2,475 | $983.1K | 0.11% | −3,712 |
| 29 | ELEVANCE HEALTH INC FORMERLY | — | 2,453 | $948.6K | 0.11% | −1,482 |
| 30 | YESWAY INC | YSWY | 26,000 | $527.8K | 0.06% | new |
| 31 | ONCE UPON A FARM PBC | OFRM | 20,000 | $409.6K | 0.05% | 0 |
| 32 | GRUPO AEROMEXICO SAB DE CV | AERO | 20,000 | $360.0K | 0.04% | 0 |
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
Changes vs Q1 2026
Share-count changes between the Q1 2026 and Q2 2026 filings, matched position by position. Value deltas include the quarter's price move, so rankings key on share changes first.
New positions
- CARNIVAL CORP LTD+4,452,022 sh · +$127.2M
- META PLATFORMS INC+181,000 sh · +$102.0M
- GOLDMAN SACHS GROUP INC+63,000 sh · +$63.7M
- NEBIUS GROUP N.V.+200,000 sh · +$55.2M
- CRH PLC+485,000 sh · +$51.9M
- IREN LIMITED+815,000 sh · +$37.3M
- Bbb Foods Inc+174,242 sh · +$7.3M
- DIGITAL RLTY TR INC+35,000 sh · +$6.3M
- INVESCO EXCH TRADED FD TR II+6,500 sh · +$2.0M
- CURBLINE PPTYS CORP+50,000 sh · +$1.5M
and 1 more
Exited positions
- CARNIVAL CORP−4,514,839 sh · $116.8M
- Palantir Technologies Inc−543,000 sh · $79.4M
- Robinhood Markets Inc−1,055,555 sh · $73.1M
- BERKSHIRE HATHAWAY INC DEL−103,500 sh · $49.6M
- Sea Ltd−500,000 sh · $41.4M
- Netflix Inc−284,500 sh · $27.4M
- MORGAN STANLEY−141,570 sh · $23.3M
- ARROW ELECTRS INC−55,099 sh · $7.9M
- UIPATH INC−639,400 sh · $7.1M
- VAIL RESORTS INC−38,624 sh · $5.0M
and 4 more
Largest increases
- NORWEGIAN CRUISE LINE HLDGS+981,683 sh · +$34.5M
- ENSIGN GROUP INC+72,624 sh · +$9.3M
- MOHAWK INDS INC+33,642 sh · +$6.4M
- GOLAR LNG LTD+109,509 sh · +$4.0M
- AMAZON COM INC+4,325 sh · +$3.5M
- LIBERTY LIVE HOLDINGS INC+9,548 sh · +$2.0M
- MICROSOFT CORP+3,791 sh · +$1.5M
- UBER TECHNOLOGIES INC+7,597 sh · +$569.5K
- FOX CORP+16,951 sh · −$1.2M
Largest decreases
- BIO RAD LABS INC−75,243 sh · −$20.6M
- CAL MAINE FOODS INC−56,765 sh · −$4.3M
- BOBS DISC FURNITURE INC−50,000 sh · −$294.5K
- ELEVANCE HEALTH INC FORMERLY−1,482 sh · −$203.3K
- HUMANA INC−3,712 sh · −$89.6K
- UNITEDHEALTH GROUP INC−1,474 sh · +$51.6K
- BEL FUSE INC−6,766 sh · +$1.9M
- NVIDIA Corp−8,388 sh · +$11.0M
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
Hound Partners 13F filing history
| Quarter | Quarter end | Positions stored | Reported value |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 32 | $862.9M |
| Q1 2026 | 2026-03-31 | 35 | $799.4M |
| Q4 2025 | 2025-12-31 | 37 | $743.2M |
| Q3 2025 | 2025-09-30 | 30 | $778.6M |
| Q2 2025 | 2025-06-30 | 28 | $739.9M |
Related on Flock
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Frequently asked questions
What is Hound Partners's largest 13F holding?
NORWEGIAN CRUISE LINE HLDGS was Hound Partners's largest reported position for the quarter ended 2026-06-30, valued at $141.3M — 16.38% of the $862.9M in reported holdings. Figures come from the fund's SEC Form 13F-HR. Not investment advice.
How many positions did Hound Partners report for Q2 2026?
Hound Partners reported 32 US-listed positions worth $862.9M in its 13F filing for the quarter ended 2026-06-30.
Which quarter does Hound Partners's 13F data here cover?
Flock's coverage of Hound Partners runs through the quarter ended 2026-06-30. SEC rules give institutional managers up to 45 days after quarter-end to file Form 13F-HR, so the disclosure became public after that date. Positions are as of the quarter-end, not current positions.
What did Hound Partners add in Q2 2026?
Versus its prior stored quarter (Q1 2026), Hound Partners's Q2 2026 13F shows share-count increases or newly reported positions including CARNIVAL CORP LTD, META PLATFORMS INC, GOLDMAN SACHS GROUP INC. The quarter-over-quarter tables on this page list the largest changes with share and value deltas. Not investment advice.
What is a 13F filing?
Form 13F-HR is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. It excludes shorts, most bonds, and non-US listings.
How current is this data?
13F positions are as of quarter-end and filed up to 45 days later, so they are never current positions. Flock's coverage of Hound Partners runs through the quarter ended 2026-06-30. Flock re-checks SEC EDGAR daily and re-stamps this page when a new quarterly filing lands.
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