Hound Partners, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$799,422
Net value change ($000)
+56,203 (7.6%)
New positions
11
Sold out positions
13
Turnover %
39.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HOOD 73,150 NEW
BRK-B 49,597 NEW
NFLX 27,355 NEW
MS 23,298 NEW
NCLH 21,843 25.7%
BIO 14,131 107.8%
LLYVA 10,268 NEW
CALM 9,981 162.2%
CCL 9,066 8.4%
AMZN 6,614 63.1%
Top Reduces (Value $000, Stocks/ETFs)
META -50,827 -100.0%
SE -22,380 -35.1%
PLTR -17,088 -17.7%
ICLR -13,667 -100.0%
ENTG -13,434 -100.0%
ONON -11,620 -100.0%
KEX -10,992 -100.0%
GOLAR LNG LTD -7,871 -30.0%
ARW -7,049 -47.1%
WDAY -6,998 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,097 (0.9% of total reported value)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type