Filed: 5/15/2025ACC: 0001353316-25-000003
📋 What this filing means
HOUND PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $504.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$504.27M
Total AUM (reported)
10.80M
Total Shares
Allocation by class
COM$191.07M37.9%
SHS$94.54M18.7%
UNIT 99/99/9999$73.98M14.7%
COM NEW$71.07M14.1%
CL A$65.52M13.0%
COM LBTY LIV S C$8.08M1.6%
Portfolio Concentration
Top 3$227.33M45.1%
4–10$211.51M41.9%
11–25$65.43M13.0%
Top 3 weight
45.1%
Top 10 weight
87.0%
Voting Authority Distribution
Total shares with voting rights: 10.80M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
10.80M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other17
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings17
Rows:
NVIDIA CORPORATION
DFNDShares720.64K
TypeSH
Market value$78.10M
15.49%
Sole
0.00
Shared
720.64K
None
0.00
NORWEGIAN CRUISE LINE HLDG L
DFNDShares3.97M
TypeSH
Market value$75.25M
14.92%
Sole
0.00
Shared
3.97M
None
0.00
CARNIVAL CORP
DFNDShares3.79M
TypeSH
Market value$73.98M
14.67%
Sole
0.00
Shared
3.79M
None
0.00
EXPEDIA GROUP INC
DFNDShares422.80K
TypeSH
Market value$71.07M
14.09%
Sole
0.00
Shared
422.80K
None
0.00
BIO RAD LABS INC
DFNDShares201.78K
TypeSH
Market value$49.15M
9.75%
Sole
0.00
Shared
201.78K
None
0.00
ENTEGRIS INC
DFNDShares230.92K
TypeSH
Market value$20.20M
4.01%
Sole
0.00
Shared
230.92K
None
0.00
GOLAR LNG LTD
DFNDShares507.72K
TypeSH
Market value$19.29M
3.83%
Sole
0.00
Shared
507.72K
None
0.00
ARROW ELECTRS INC
DFNDShares180.23K
TypeSH
Market value$18.71M
3.71%
Sole
0.00
Shared
180.23K
None
0.00
MICROSOFT CORP
DFNDShares44.53K
TypeSH
Market value$16.72M
3.32%
Sole
0.00
Shared
44.53K
None
0.00
WORKDAY INC
DFNDShares70.10K
TypeSH
Market value$16.37M
3.25%
Sole
0.00
Shared
70.10K
None
0.00
DOLLAR GEN CORP NEW
DFNDShares173.23K
TypeSH
Market value$15.23M
3.02%
Sole
0.00
Shared
173.23K
None
0.00
HCA HEALTHCARE INC
DFNDShares35.37K
TypeSH
Market value$12.22M
2.42%
Sole
0.00
Shared
35.37K
None
0.00
AMAZON COM INC
DFNDShares57.38K
TypeSH
Market value$10.92M
2.16%
Sole
0.00
Shared
57.38K
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares118.65K
TypeSH
Market value$8.08M
1.60%
Sole
0.00
Shared
118.65K
None
0.00
VAIL RESORTS INC
DFNDShares50.09K
TypeSH
Market value$8.02M
1.59%
Sole
0.00
Shared
50.09K
None
0.00
MOHAWK INDS INC
DFNDShares56.63K
TypeSH
Market value$6.47M
1.28%
Sole
0.00
Shared
56.63K
None
0.00
RAPID7 INC
DFNDShares169.32K
TypeSH
Market value$4.49M
0.89%
Sole
0.00
Shared
169.32K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 720.64K | SH | $78.10M 15.49% | 0.00 | 720.64K | 0.00 |
NORWEGIAN CRUISE LINE HLDG LDFND | SHS | 3.97M | SH | $75.25M 14.92% | 0.00 | 3.97M | 0.00 |
CARNIVAL CORPDFND | UNIT 99/99/9999 | 3.79M | SH | $73.98M 14.67% | 0.00 | 3.79M | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 422.80K | SH | $71.07M 14.09% | 0.00 | 422.80K | 0.00 |
BIO RAD LABS INCDFND | CL A | 201.78K | SH | $49.15M 9.75% | 0.00 | 201.78K | 0.00 |
ENTEGRIS INCDFND | COM | 230.92K | SH | $20.20M 4.01% | 0.00 | 230.92K | 0.00 |
GOLAR LNG LTDDFND | SHS | 507.72K | SH | $19.29M 3.83% | 0.00 | 507.72K | 0.00 |
ARROW ELECTRS INCDFND | COM | 180.23K | SH | $18.71M 3.71% | 0.00 | 180.23K | 0.00 |
MICROSOFT CORPDFND | COM | 44.53K | SH | $16.72M 3.32% | 0.00 | 44.53K | 0.00 |
WORKDAY INCDFND | CL A | 70.10K | SH | $16.37M 3.25% | 0.00 | 70.10K | 0.00 |
DOLLAR GEN CORP NEWDFND | COM | 173.23K | SH | $15.23M 3.02% | 0.00 | 173.23K | 0.00 |
HCA HEALTHCARE INCDFND | COM | 35.37K | SH | $12.22M 2.42% | 0.00 | 35.37K | 0.00 |
AMAZON COM INCDFND | COM | 57.38K | SH | $10.92M 2.16% | 0.00 | 57.38K | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY LIV S C | 118.65K | SH | $8.08M 1.60% | 0.00 | 118.65K | 0.00 |
VAIL RESORTS INCDFND | COM | 50.09K | SH | $8.02M 1.59% | 0.00 | 50.09K | 0.00 |
MOHAWK INDS INCDFND | COM | 56.63K | SH | $6.47M 1.28% | 0.00 | 56.63K | 0.00 |
RAPID7 INCDFND | COM | 169.32K | SH | $4.49M 0.89% | 0.00 | 169.32K | 0.00 |