Filed: 11/14/2025ACC: 0001353316-25-000010
📋 What this filing means
HOUND PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $778.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$778.60M
Total AUM (reported)
11.51M
Total Shares
Allocation by class
COM$339.77M43.6%
SHS$115.93M14.9%
UNIT 99/99/9999$106.59M13.7%
SPONSORD ADS$89.36M11.5%
COM NEW$50.41M6.5%
CL A$48.87M6.3%
COM LBTY LIV S C$13.97M1.8%
Portfolio Concentration
Top 3$288.33M37.0%
4–10$306.80M39.4%
11–25$174.42M22.4%
Rest$9.05M1.2%
Top 3 weight
37.0%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 11.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
11.51M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other30
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings30
Rows:
CARNIVAL CORP
DFNDShares3.69M
TypeSH
Market value$106.59M
13.69%
Sole
0.00
Shared
3.69M
None
0.00
GOLDMAN SACHS GROUP INC
DFNDShares116K
TypeSH
Market value$92.38M
11.86%
Sole
0.00
Shared
116K
None
0.00
SEA LTD
DFNDShares500K
TypeSH
Market value$89.36M
11.48%
Sole
0.00
Shared
500K
None
0.00
NVIDIA CORPORATION
DFNDShares472.26K
TypeSH
Market value$88.11M
11.32%
Sole
0.00
Shared
472.26K
None
0.00
NORWEGIAN CRUISE LINE HLDG L
DFNDShares3.09M
TypeSH
Market value$76.18M
9.78%
Sole
0.00
Shared
3.09M
None
0.00
EXPEDIA GROUP INC
DFNDShares226.38K
TypeSH
Market value$48.39M
6.21%
Sole
0.00
Shared
226.38K
None
0.00
BIO RAD LABS INC
DFNDShares103.96K
TypeSH
Market value$29.15M
3.74%
Sole
0.00
Shared
103.96K
None
0.00
GOLAR LNG LTD
DFNDShares658.75K
TypeSH
Market value$26.62M
3.42%
Sole
0.00
Shared
658.75K
None
0.00
ARROW ELECTRS INC
DFNDShares163.86K
TypeSH
Market value$19.83M
2.55%
Sole
0.00
Shared
163.86K
None
0.00
ENTEGRIS INC
DFNDShares200.26K
TypeSH
Market value$18.52M
2.38%
Sole
0.00
Shared
200.26K
None
0.00
MICROSOFT CORP
DFNDShares34.89K
TypeSH
Market value$18.07M
2.32%
Sole
0.00
Shared
34.89K
None
0.00
WORKDAY INC
DFNDShares62.40K
TypeSH
Market value$15.02M
1.93%
Sole
0.00
Shared
62.40K
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares144.02K
TypeSH
Market value$13.97M
1.79%
Sole
0.00
Shared
144.02K
None
0.00
ICON PLC
DFNDShares75K
TypeSH
Market value$13.13M
1.69%
Sole
0.00
Shared
75K
None
0.00
G III APPAREL GROUP LTD
DFNDShares478.91K
TypeSH
Market value$12.74M
1.64%
Sole
0.00
Shared
478.91K
None
0.00
DOLLAR GEN CORP NEW
DFNDShares121.56K
TypeSH
Market value$12.56M
1.61%
Sole
0.00
Shared
121.56K
None
0.00
ENSIGN GROUP INC
DFNDShares69.80K
TypeSH
Market value$12.06M
1.55%
Sole
0.00
Shared
69.80K
None
0.00
AMAZON COM INC
DFNDShares54.87K
TypeSH
Market value$12.05M
1.55%
Sole
0.00
Shared
54.87K
None
0.00
VAIL RESORTS INC
DFNDShares75.32K
TypeSH
Market value$11.27M
1.45%
Sole
0.00
Shared
75.32K
None
0.00
KIRBY CORP
DFNDShares132.83K
TypeSH
Market value$11.08M
1.42%
Sole
0.00
Shared
132.83K
None
0.00
ON HLDG AG
DFNDShares250K
TypeSH
Market value$10.59M
1.36%
Sole
0.00
Shared
250K
None
0.00
FISERV INC
DFNDShares79.11K
TypeSH
Market value$10.20M
1.31%
Sole
0.00
Shared
79.11K
None
0.00
MOHAWK INDS INC
DFNDShares71.41K
TypeSH
Market value$9.21M
1.18%
Sole
0.00
Shared
71.41K
None
0.00
HCA HEALTHCARE INC
DFNDShares18.27K
TypeSH
Market value$7.78M
1.00%
Sole
0.00
Shared
18.27K
None
0.00
NETSKOPE INC
DFNDShares206.50K
TypeSH
Market value$4.69M
0.60%
Sole
0.00
Shared
206.50K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARNIVAL CORPDFND | UNIT 99/99/9999 | 3.69M | SH | $106.59M 13.69% | 0.00 | 3.69M | 0.00 |
GOLDMAN SACHS GROUP INCDFND | COM | 116K | SH | $92.38M 11.86% | 0.00 | 116K | 0.00 |
SEA LTDDFND | SPONSORD ADS | 500K | SH | $89.36M 11.48% | 0.00 | 500K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 472.26K | SH | $88.11M 11.32% | 0.00 | 472.26K | 0.00 |
NORWEGIAN CRUISE LINE HLDG LDFND | SHS | 3.09M | SH | $76.18M 9.78% | 0.00 | 3.09M | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 226.38K | SH | $48.39M 6.21% | 0.00 | 226.38K | 0.00 |
BIO RAD LABS INCDFND | CL A | 103.96K | SH | $29.15M 3.74% | 0.00 | 103.96K | 0.00 |
GOLAR LNG LTDDFND | SHS | 658.75K | SH | $26.62M 3.42% | 0.00 | 658.75K | 0.00 |
ARROW ELECTRS INCDFND | COM | 163.86K | SH | $19.83M 2.55% | 0.00 | 163.86K | 0.00 |
ENTEGRIS INCDFND | COM | 200.26K | SH | $18.52M 2.38% | 0.00 | 200.26K | 0.00 |
MICROSOFT CORPDFND | COM | 34.89K | SH | $18.07M 2.32% | 0.00 | 34.89K | 0.00 |
WORKDAY INCDFND | CL A | 62.40K | SH | $15.02M 1.93% | 0.00 | 62.40K | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY LIV S C | 144.02K | SH | $13.97M 1.79% | 0.00 | 144.02K | 0.00 |
ICON PLCDFND | SHS | 75K | SH | $13.13M 1.69% | 0.00 | 75K | 0.00 |
G III APPAREL GROUP LTDDFND | COM | 478.91K | SH | $12.74M 1.64% | 0.00 | 478.91K | 0.00 |
DOLLAR GEN CORP NEWDFND | COM | 121.56K | SH | $12.56M 1.61% | 0.00 | 121.56K | 0.00 |
ENSIGN GROUP INCDFND | COM | 69.80K | SH | $12.06M 1.55% | 0.00 | 69.80K | 0.00 |
AMAZON COM INCDFND | COM | 54.87K | SH | $12.05M 1.55% | 0.00 | 54.87K | 0.00 |
VAIL RESORTS INCDFND | COM | 75.32K | SH | $11.27M 1.45% | 0.00 | 75.32K | 0.00 |
KIRBY CORPDFND | COM | 132.83K | SH | $11.08M 1.42% | 0.00 | 132.83K | 0.00 |
ON HLDG AGDFND | NAMEN AKT A | 250K | SH | $10.59M 1.36% | 0.00 | 250K | 0.00 |
FISERV INCDFND | COM | 79.11K | SH | $10.20M 1.31% | 0.00 | 79.11K | 0.00 |
MOHAWK INDS INCDFND | COM | 71.41K | SH | $9.21M 1.18% | 0.00 | 71.41K | 0.00 |
HCA HEALTHCARE INCDFND | COM | 18.27K | SH | $7.78M 1.00% | 0.00 | 18.27K | 0.00 |
NETSKOPE INCDFND | CL A | 206.50K | SH | $4.69M 0.60% | 0.00 | 206.50K | 0.00 |
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