Filed: 5/15/2026ACC: 0001353316-26-000003
📋 What this filing means
HOUND PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $799.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$799.42M
Total AUM (reported)
16.36M
Total Shares
Allocation by class
COM$197.54M24.7%
SHS$125.21M15.7%
CL A$124.65M15.6%
COMMON STOCK$116.84M14.6%
COM CL A$73.15M9.2%
CL B NEW$49.60M6.2%
SPONSORD ADS$41.41M5.2%
Portfolio Concentration
Top 3$309.89M38.8%
4–10$321.48M40.2%
11–25$156.19M19.5%
Rest$11.87M1.5%
Top 3 weight
38.8%
Top 10 weight
79.0%
Voting Authority Distribution
Total shares with voting rights: 16.36M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
16.36M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other35
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings35
Rows:
CARNIVAL CORP
DFNDShares4.51M
TypeSH
Market value$116.84M
14.62%
Sole
0.00
Shared
4.51M
None
0.00
NORWEGIAN CRUISE LINE HLDGS
DFNDShares5.71M
TypeSH
Market value$106.83M
13.36%
Sole
0.00
Shared
5.71M
None
0.00
NVIDIA CORPORATION
DFNDShares494.31K
TypeSH
Market value$86.21M
10.78%
Sole
0.00
Shared
494.31K
None
0.00
PALANTIR TECHNOLOGIES INC
DFNDShares543K
TypeSH
Market value$79.43M
9.94%
Sole
0.00
Shared
543K
None
0.00
ROBINHOOD MKTS INC
DFNDShares1.06M
TypeSH
Market value$73.15M
9.15%
Sole
0.00
Shared
1.06M
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares103.50K
TypeSH
Market value$49.60M
6.20%
Sole
0.00
Shared
103.50K
None
0.00
SEA LTD
DFNDShares500K
TypeSH
Market value$41.41M
5.18%
Sole
0.00
Shared
500K
None
0.00
NETFLIX INC.
DFNDShares284.50K
TypeSH
Market value$27.35M
3.42%
Sole
0.00
Shared
284.50K
None
0.00
BIO RAD LABS INC
DFNDShares97.72K
TypeSH
Market value$27.24M
3.41%
Sole
0.00
Shared
97.72K
None
0.00
MORGAN STANLEY
DFNDShares141.57K
TypeSH
Market value$23.30M
2.91%
Sole
0.00
Shared
141.57K
None
0.00
GOLAR LNG LTD
DFNDShares339.67K
TypeSH
Market value$18.38M
2.30%
Sole
0.00
Shared
339.67K
None
0.00
MICROSOFT CORP
DFNDShares47.27K
TypeSH
Market value$17.50M
2.19%
Sole
0.00
Shared
47.27K
None
0.00
AMAZON COM INC
DFNDShares82.11K
TypeSH
Market value$17.10M
2.14%
Sole
0.00
Shared
82.11K
None
0.00
FOX CORP
DFNDShares314.19K
TypeSH
Market value$16.68M
2.09%
Sole
0.00
Shared
314.19K
None
0.00
CAL MAINE FOODS INC
DFNDShares203.85K
TypeSH
Market value$16.13M
2.02%
Sole
0.00
Shared
203.85K
None
0.00
ENSIGN GROUP INC
DFNDShares55.68K
TypeSH
Market value$11.22M
1.40%
Sole
0.00
Shared
55.68K
None
0.00
LIBERTY LIVE HOLDINGS INC
DFNDShares112.05K
TypeSH
Market value$10.27M
1.28%
Sole
0.00
Shared
112.05K
None
0.00
MOHAWK INDS INC
DFNDShares100.23K
TypeSH
Market value$9.87M
1.23%
Sole
0.00
Shared
100.23K
None
0.00
ARROW ELECTRS INC
DFNDShares55.10K
TypeSH
Market value$7.90M
0.99%
Sole
0.00
Shared
55.10K
None
0.00
UIPATH INC
DFNDShares639.40K
TypeSH
Market value$7.10M
0.89%
Sole
0.00
Shared
639.40K
None
0.00
UBER TECHNOLOGIES INC
DFNDShares92.70K
TypeSH
Market value$6.67M
0.83%
Sole
0.00
Shared
92.70K
None
0.00
BEL FUSE INC
DFNDShares34.81K
TypeSH
Market value$6.27M
0.78%
Sole
0.00
Shared
34.81K
None
0.00
VAIL RESORTS INC
DFNDShares38.62K
TypeSH
Market value$4.96M
0.62%
Sole
0.00
Shared
38.62K
None
0.00
G III APPAREL GROUP LTD
DFNDShares115.85K
TypeSH
Market value$3.21M
0.40%
Sole
0.00
Shared
115.85K
None
0.00
FORGENT POWER SOLUTIONS INC
DFNDShares100K
TypeSH
Market value$2.93M
0.37%
Sole
0.00
Shared
100K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARNIVAL CORPDFND | COMMON STOCK | 4.51M | SH | $116.84M 14.62% | 0.00 | 4.51M | 0.00 |
NORWEGIAN CRUISE LINE HLDGSDFND | SHS | 5.71M | SH | $106.83M 13.36% | 0.00 | 5.71M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 494.31K | SH | $86.21M 10.78% | 0.00 | 494.31K | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 543K | SH | $79.43M 9.94% | 0.00 | 543K | 0.00 |
ROBINHOOD MKTS INCDFND | COM CL A | 1.06M | SH | $73.15M 9.15% | 0.00 | 1.06M | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 103.50K | SH | $49.60M 6.20% | 0.00 | 103.50K | 0.00 |
SEA LTDDFND | SPONSORD ADS | 500K | SH | $41.41M 5.18% | 0.00 | 500K | 0.00 |
NETFLIX INC.DFND | COM | 284.50K | SH | $27.35M 3.42% | 0.00 | 284.50K | 0.00 |
BIO RAD LABS INCDFND | CL A | 97.72K | SH | $27.24M 3.41% | 0.00 | 97.72K | 0.00 |
MORGAN STANLEYDFND | COM NEW | 141.57K | SH | $23.30M 2.91% | 0.00 | 141.57K | 0.00 |
GOLAR LNG LTDDFND | SHS | 339.67K | SH | $18.38M 2.30% | 0.00 | 339.67K | 0.00 |
MICROSOFT CORPDFND | COM | 47.27K | SH | $17.50M 2.19% | 0.00 | 47.27K | 0.00 |
AMAZON COM INCDFND | COM | 82.11K | SH | $17.10M 2.14% | 0.00 | 82.11K | 0.00 |
FOX CORPDFND | CL B COM | 314.19K | SH | $16.68M 2.09% | 0.00 | 314.19K | 0.00 |
CAL MAINE FOODS INCDFND | COM NEW | 203.85K | SH | $16.13M 2.02% | 0.00 | 203.85K | 0.00 |
ENSIGN GROUP INCDFND | COM | 55.68K | SH | $11.22M 1.40% | 0.00 | 55.68K | 0.00 |
LIBERTY LIVE HOLDINGS INCDFND | COM SER A | 112.05K | SH | $10.27M 1.28% | 0.00 | 112.05K | 0.00 |
MOHAWK INDS INCDFND | COM | 100.23K | SH | $9.87M 1.23% | 0.00 | 100.23K | 0.00 |
ARROW ELECTRS INCDFND | COM | 55.10K | SH | $7.90M 0.99% | 0.00 | 55.10K | 0.00 |
UIPATH INCDFND | CL A | 639.40K | SH | $7.10M 0.89% | 0.00 | 639.40K | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 92.70K | SH | $6.67M 0.83% | 0.00 | 92.70K | 0.00 |
BEL FUSE INCDFND | CL A | 34.81K | SH | $6.27M 0.78% | 0.00 | 34.81K | 0.00 |
VAIL RESORTS INCDFND | COM | 38.62K | SH | $4.96M 0.62% | 0.00 | 38.62K | 0.00 |
G III APPAREL GROUP LTDDFND | COM | 115.85K | SH | $3.21M 0.40% | 0.00 | 115.85K | 0.00 |
FORGENT POWER SOLUTIONS INCDFND | COM SHS CL A | 100K | SH | $2.93M 0.37% | 0.00 | 100K | 0.00 |
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