Hound Partners, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
30
Total value ($000)
$778,598
Net value change ($000)
+38,704 (5.2%)
New positions
7
Sold out positions
5
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GS 35,757 63.2%
ENSG 12,060 NEW
KEX 11,085 NEW
GIII 9,921 351.4%
SE 9,395 11.7%
CCL 8,504 8.7%
NCLH 8,186 12.0%
NVDA 8,155 10.2%
NTSK 4,694 NEW
FISV 4,449 77.4%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -25,236 -100.0%
BIO -14,755 -33.6%
EXPE -10,823 -18.3%
ENTG -6,303 -25.4%
HCA -4,410 -36.2%
UNH -4,192 -100.0%
LLYVA -3,824 -21.5%
ONON -2,425 -18.6%
TTAN -2,144 -100.0%
MSFT -1,867 -9.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type