Filed: 8/14/2026ACC: 0001353316-26-000004
📋 What this filing means
HOUND PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $862.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$862.89M
Total AUM (reported)
15.50M
Total Shares
Allocation by class
COM$256.08M29.7%
SHS$163.71M19.0%
COMMON SHARES$127.19M14.7%
CL A$120.58M14.0%
SHS CLASS A$55.23M6.4%
ORD$51.90M6.0%
ORDINARY SHARES$37.27M4.3%
Portfolio Concentration
Top 3$370.48M42.9%
4–10$348.33M40.4%
11–25$138.42M16.0%
Rest$5.66M0.7%
Top 3 weight
42.9%
Top 10 weight
83.3%
Voting Authority Distribution
Total shares with voting rights: 15.50M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
15.50M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other32
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings32
Rows:
NORWEGIAN CRUISE LINE HLDGS
DFNDShares6.69M
TypeSH
Market value$141.33M
16.38%
Sole
0.00
Shared
6.69M
None
0.00
CARNIVAL CORP LTD
DFNDShares4.45M
TypeSH
Market value$127.19M
14.74%
Sole
0.00
Shared
4.45M
None
0.00
META PLATFORMS INC
DFNDShares181K
TypeSH
Market value$101.96M
11.82%
Sole
0.00
Shared
181K
None
0.00
NVIDIA CORPORATION
DFNDShares485.93K
TypeSH
Market value$97.23M
11.27%
Sole
0.00
Shared
485.93K
None
0.00
GOLDMAN SACHS GROUP INC
DFNDShares63K
TypeSH
Market value$63.72M
7.38%
Sole
0.00
Shared
63K
None
0.00
NEBIUS GROUP N.V.
DFNDShares200K
TypeSH
Market value$55.23M
6.40%
Sole
0.00
Shared
200K
None
0.00
CRH PLC
DFNDShares485K
TypeSH
Market value$51.90M
6.01%
Sole
0.00
Shared
485K
None
0.00
IREN LIMITED
DFNDShares815K
TypeSH
Market value$37.27M
4.32%
Sole
0.00
Shared
815K
None
0.00
GOLAR LNG LTD
DFNDShares449.17K
TypeSH
Market value$22.39M
2.59%
Sole
0.00
Shared
449.17K
None
0.00
AMAZON COM INC
DFNDShares86.44K
TypeSH
Market value$20.60M
2.39%
Sole
0.00
Shared
86.44K
None
0.00
ENSIGN GROUP INC
DFNDShares128.31K
TypeSH
Market value$20.57M
2.38%
Sole
0.00
Shared
128.31K
None
0.00
MICROSOFT CORP
DFNDShares51.06K
TypeSH
Market value$19.05M
2.21%
Sole
0.00
Shared
51.06K
None
0.00
MOHAWK INDS INC
DFNDShares133.87K
TypeSH
Market value$16.24M
1.88%
Sole
0.00
Shared
133.87K
None
0.00
FOX CORP
DFNDShares331.14K
TypeSH
Market value$15.51M
1.80%
Sole
0.00
Shared
331.14K
None
0.00
LIBERTY LIVE HOLDINGS INC
DFNDShares121.60K
TypeSH
Market value$12.31M
1.43%
Sole
0.00
Shared
121.60K
None
0.00
CAL MAINE FOODS INC
DFNDShares147.09K
TypeSH
Market value$11.85M
1.37%
Sole
0.00
Shared
147.09K
None
0.00
BEL FUSE INC
DFNDShares28.05K
TypeSH
Market value$8.17M
0.95%
Sole
0.00
Shared
28.05K
None
0.00
BBB FOODS INC
DFNDShares174.24K
TypeSH
Market value$7.26M
0.84%
Sole
0.00
Shared
174.24K
None
0.00
UBER TECHNOLOGIES INC
DFNDShares100.30K
TypeSH
Market value$7.24M
0.84%
Sole
0.00
Shared
100.30K
None
0.00
BIO RAD LABS INC
DFNDShares22.48K
TypeSH
Market value$6.60M
0.76%
Sole
0.00
Shared
22.48K
None
0.00
DIGITAL RLTY TR INC
DFNDShares35K
TypeSH
Market value$6.29M
0.73%
Sole
0.00
Shared
35K
None
0.00
ANDERSEN GROUP INC
DFNDShares60K
TypeSH
Market value$2.26M
0.26%
Sole
0.00
Shared
60K
None
0.00
INVESCO EXCH TRADED FD TR II
DFNDShares6.50K
TypeSH
Market value$1.97M
0.23%
Sole
0.00
Shared
6.50K
None
0.00
NEPTUNE INS HLDGS INC
DFNDShares50.50K
TypeSH
Market value$1.59M
0.18%
Sole
0.00
Shared
50.50K
None
0.00
CURBLINE PPTYS CORP
DFNDShares50K
TypeSH
Market value$1.52M
0.18%
Sole
0.00
Shared
50K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NORWEGIAN CRUISE LINE HLDGSDFND | SHS | 6.69M | SH | $141.33M 16.38% | 0.00 | 6.69M | 0.00 |
CARNIVAL CORP LTDDFND | COMMON SHARES | 4.45M | SH | $127.19M 14.74% | 0.00 | 4.45M | 0.00 |
META PLATFORMS INCDFND | CL A | 181K | SH | $101.96M 11.82% | 0.00 | 181K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 485.93K | SH | $97.23M 11.27% | 0.00 | 485.93K | 0.00 |
GOLDMAN SACHS GROUP INCDFND | COM | 63K | SH | $63.72M 7.38% | 0.00 | 63K | 0.00 |
NEBIUS GROUP N.V.DFND | SHS CLASS A | 200K | SH | $55.23M 6.40% | 0.00 | 200K | 0.00 |
CRH PLCDFND | ORD | 485K | SH | $51.90M 6.01% | 0.00 | 485K | 0.00 |
IREN LIMITEDDFND | ORDINARY SHARES | 815K | SH | $37.27M 4.32% | 0.00 | 815K | 0.00 |
GOLAR LNG LTDDFND | SHS | 449.17K | SH | $22.39M 2.59% | 0.00 | 449.17K | 0.00 |
AMAZON COM INCDFND | COM | 86.44K | SH | $20.60M 2.39% | 0.00 | 86.44K | 0.00 |
ENSIGN GROUP INCDFND | COM | 128.31K | SH | $20.57M 2.38% | 0.00 | 128.31K | 0.00 |
MICROSOFT CORPDFND | COM | 51.06K | SH | $19.05M 2.21% | 0.00 | 51.06K | 0.00 |
MOHAWK INDS INCDFND | COM | 133.87K | SH | $16.24M 1.88% | 0.00 | 133.87K | 0.00 |
FOX CORPDFND | CL B COM | 331.14K | SH | $15.51M 1.80% | 0.00 | 331.14K | 0.00 |
LIBERTY LIVE HOLDINGS INCDFND | COM SER A | 121.60K | SH | $12.31M 1.43% | 0.00 | 121.60K | 0.00 |
CAL MAINE FOODS INCDFND | COM NEW | 147.09K | SH | $11.85M 1.37% | 0.00 | 147.09K | 0.00 |
BEL FUSE INCDFND | CL A | 28.05K | SH | $8.17M 0.95% | 0.00 | 28.05K | 0.00 |
BBB FOODS INCDFND | CL A COM | 174.24K | SH | $7.26M 0.84% | 0.00 | 174.24K | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 100.30K | SH | $7.24M 0.84% | 0.00 | 100.30K | 0.00 |
BIO RAD LABS INCDFND | CL A | 22.48K | SH | $6.60M 0.76% | 0.00 | 22.48K | 0.00 |
DIGITAL RLTY TR INCDFND | COM | 35K | SH | $6.29M 0.73% | 0.00 | 35K | 0.00 |
ANDERSEN GROUP INCDFND | CL A | 60K | SH | $2.26M 0.26% | 0.00 | 60K | 0.00 |
INVESCO EXCH TRADED FD TR IIDFND | NASDAQ 100 ETF | 6.50K | SH | $1.97M 0.23% | 0.00 | 6.50K | 0.00 |
NEPTUNE INS HLDGS INCDFND | CL A | 50.50K | SH | $1.59M 0.18% | 0.00 | 50.50K | 0.00 |
CURBLINE PPTYS CORPDFND | COM | 50K | SH | $1.52M 0.18% | 0.00 | 50K | 0.00 |
Page 1 of 2