Filed: 8/14/2025ACC: 0001375836-25-000008
📋 What this filing means
HOUND PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $739.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$739.89M
Total AUM (reported)
11.12M
Total Shares
Allocation by class
COM$304.25M41.1%
SHS$105.83M14.3%
UNIT 99/99/9999$98.08M13.3%
SPONSORD ADS$79.97M10.8%
CL A$59.61M8.1%
COM NEW$59.21M8.0%
COM LBTY LIV S C$17.79M2.4%
Portfolio Concentration
Top 3$258.01M34.9%
4–10$304.71M41.2%
11–25$173.97M23.5%
Rest$3.21M0.4%
Top 3 weight
34.9%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 11.12M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
11.12M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other28
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings28
Rows:
CARNIVAL CORP
DFNDShares3.49M
TypeSH
Market value$98.08M
13.26%
Sole
0.00
Shared
3.49M
None
0.00
SEA LTD
DFNDShares500K
TypeSH
Market value$79.97M
10.81%
Sole
0.00
Shared
500K
None
0.00
NVIDIA CORPORATION
DFNDShares506.10K
TypeSH
Market value$79.96M
10.81%
Sole
0.00
Shared
506.10K
None
0.00
NORWEGIAN CRUISE LINE HLDG L
DFNDShares3.35M
TypeSH
Market value$68.00M
9.19%
Sole
0.00
Shared
3.35M
None
0.00
EXPEDIA GROUP INC
DFNDShares351.02K
TypeSH
Market value$59.21M
8.00%
Sole
0.00
Shared
351.02K
None
0.00
GOLDMAN SACHS GROUP INC
DFNDShares80K
TypeSH
Market value$56.62M
7.65%
Sole
0.00
Shared
80K
None
0.00
BIO RAD LABS INC
DFNDShares181.94K
TypeSH
Market value$43.90M
5.93%
Sole
0.00
Shared
181.94K
None
0.00
GOLAR LNG LTD
DFNDShares653.60K
TypeSH
Market value$26.92M
3.64%
Sole
0.00
Shared
653.60K
None
0.00
APPLE INC
DFNDShares123K
TypeSH
Market value$25.24M
3.41%
Sole
0.00
Shared
123K
None
0.00
ENTEGRIS INC
DFNDShares307.74K
TypeSH
Market value$24.82M
3.35%
Sole
0.00
Shared
307.74K
None
0.00
ARROW ELECTRS INC
DFNDShares162.38K
TypeSH
Market value$20.69M
2.80%
Sole
0.00
Shared
162.38K
None
0.00
MICROSOFT CORP
DFNDShares40.08K
TypeSH
Market value$19.94M
2.69%
Sole
0.00
Shared
40.08K
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares219.19K
TypeSH
Market value$17.79M
2.40%
Sole
0.00
Shared
219.19K
None
0.00
WORKDAY INC
DFNDShares61.91K
TypeSH
Market value$14.86M
2.01%
Sole
0.00
Shared
61.91K
None
0.00
DOLLAR GEN CORP NEW
DFNDShares120.59K
TypeSH
Market value$13.79M
1.86%
Sole
0.00
Shared
120.59K
None
0.00
ON HLDG AG
DFNDShares250K
TypeSH
Market value$13.01M
1.76%
Sole
0.00
Shared
250K
None
0.00
HCA HEALTHCARE INC
DFNDShares31.83K
TypeSH
Market value$12.19M
1.65%
Sole
0.00
Shared
31.83K
None
0.00
AMAZON COM INC
DFNDShares54.45K
TypeSH
Market value$11.94M
1.61%
Sole
0.00
Shared
54.45K
None
0.00
VAIL RESORTS INC
DFNDShares74.57K
TypeSH
Market value$11.72M
1.58%
Sole
0.00
Shared
74.57K
None
0.00
ICON PLC
DFNDShares75K
TypeSH
Market value$10.91M
1.47%
Sole
0.00
Shared
75K
None
0.00
MOHAWK INDS INC
DFNDShares103.09K
TypeSH
Market value$10.81M
1.46%
Sole
0.00
Shared
103.09K
None
0.00
FISERV INC
DFNDShares33.36K
TypeSH
Market value$5.75M
0.78%
Sole
0.00
Shared
33.36K
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares13.44K
TypeSH
Market value$4.19M
0.57%
Sole
0.00
Shared
13.44K
None
0.00
RAPID7 INC
DFNDShares153.18K
TypeSH
Market value$3.54M
0.48%
Sole
0.00
Shared
153.18K
None
0.00
G III APPAREL GROUP LTD
DFNDShares126.04K
TypeSH
Market value$2.82M
0.38%
Sole
0.00
Shared
126.04K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARNIVAL CORPDFND | UNIT 99/99/9999 | 3.49M | SH | $98.08M 13.26% | 0.00 | 3.49M | 0.00 |
SEA LTDDFND | SPONSORD ADS | 500K | SH | $79.97M 10.81% | 0.00 | 500K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 506.10K | SH | $79.96M 10.81% | 0.00 | 506.10K | 0.00 |
NORWEGIAN CRUISE LINE HLDG LDFND | SHS | 3.35M | SH | $68.00M 9.19% | 0.00 | 3.35M | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 351.02K | SH | $59.21M 8.00% | 0.00 | 351.02K | 0.00 |
GOLDMAN SACHS GROUP INCDFND | COM | 80K | SH | $56.62M 7.65% | 0.00 | 80K | 0.00 |
BIO RAD LABS INCDFND | CL A | 181.94K | SH | $43.90M 5.93% | 0.00 | 181.94K | 0.00 |
GOLAR LNG LTDDFND | SHS | 653.60K | SH | $26.92M 3.64% | 0.00 | 653.60K | 0.00 |
APPLE INCDFND | COM | 123K | SH | $25.24M 3.41% | 0.00 | 123K | 0.00 |
ENTEGRIS INCDFND | COM | 307.74K | SH | $24.82M 3.35% | 0.00 | 307.74K | 0.00 |
ARROW ELECTRS INCDFND | COM | 162.38K | SH | $20.69M 2.80% | 0.00 | 162.38K | 0.00 |
MICROSOFT CORPDFND | COM | 40.08K | SH | $19.94M 2.69% | 0.00 | 40.08K | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY LIV S C | 219.19K | SH | $17.79M 2.40% | 0.00 | 219.19K | 0.00 |
WORKDAY INCDFND | CL A | 61.91K | SH | $14.86M 2.01% | 0.00 | 61.91K | 0.00 |
DOLLAR GEN CORP NEWDFND | COM | 120.59K | SH | $13.79M 1.86% | 0.00 | 120.59K | 0.00 |
ON HLDG AGDFND | NAMEN AKT A | 250K | SH | $13.01M 1.76% | 0.00 | 250K | 0.00 |
HCA HEALTHCARE INCDFND | COM | 31.83K | SH | $12.19M 1.65% | 0.00 | 31.83K | 0.00 |
AMAZON COM INCDFND | COM | 54.45K | SH | $11.94M 1.61% | 0.00 | 54.45K | 0.00 |
VAIL RESORTS INCDFND | COM | 74.57K | SH | $11.72M 1.58% | 0.00 | 74.57K | 0.00 |
ICON PLCDFND | SHS | 75K | SH | $10.91M 1.47% | 0.00 | 75K | 0.00 |
MOHAWK INDS INCDFND | COM | 103.09K | SH | $10.81M 1.46% | 0.00 | 103.09K | 0.00 |
FISERV INCDFND | COM | 33.36K | SH | $5.75M 0.78% | 0.00 | 33.36K | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 13.44K | SH | $4.19M 0.57% | 0.00 | 13.44K | 0.00 |
RAPID7 INCDFND | COM | 153.18K | SH | $3.54M 0.48% | 0.00 | 153.18K | 0.00 |
G III APPAREL GROUP LTDDFND | COM | 126.04K | SH | $2.82M 0.38% | 0.00 | 126.04K | 0.00 |
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