Hound Partners, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$862,892
Net value change ($000)
+63,470 (7.9%)
New positions
11
Sold out positions
13
Turnover %
103.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CARNIVAL CORP LTD 127,194 NEW
META 101,955 NEW
GS 63,716 NEW
NBIS 55,234 NEW
CRH 51,895 NEW
IREN 37,270 NEW
NCLH 34,492 32.3%
NVDA 11,021 12.8%
ENSG 9,347 83.3%
TBBB 7,261 NEW
Top Reduces (Value $000, Stocks/ETFs)
CCL -116,844 -100.0%
PLTR -79,430 -100.0%
HOOD -73,150 -100.0%
BRK-B -49,597 -100.0%
SE -41,405 -100.0%
NFLX -27,355 -100.0%
MS -23,298 -100.0%
BIO -20,640 -75.8%
ARW -7,902 -100.0%
MTN -4,956 -100.0%
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