Hound Partners, LLC
13F filer · CIK 1353316 · New York, NY
Summary
Hound Partners, LLC reported $862.89M across 32 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are NCLH (16.4%), CCL (14.7%), META (11.8%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 9, trimmed 8 and sold out of 13.
Reported value$862.89M
Positions32
Report period2026 Q2
FiledAug 14, 2026
New positions11
Added9
Trimmed8
Sold out13
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 16.4%Value $141.33MPrice $14.80Shares 6.69M +17.18%Since Jun 30 -29.89%
Weight 14.7%Value $127.19MPrice $25.11Shares 4.45MSince Jun 30 -12.11%
Weight 11.8%Value $101.96MPrice $738.79Shares 181KSince Jun 30 +31.16%
Weight 11.3%Value $97.23MPrice $227.21Shares 486K -1.70%Since Jun 30 +13.55%
Weight 7.4%Value $63.72MPrice $916.24Shares 63KSince Jun 30 -9.41%
Weight 6.4%Value $55.23MPrice $237.35Shares 200KSince Jun 30 -14.05%
Weight 6.0%Value $51.90MPrice $84.53Shares 485KSince Jun 30 -21.00%
Weight 4.3%Value $37.27MPrice $41.38Shares 815KSince Jun 30 -9.51%
Weight 2.6%Value $22.39MPrice $48.23Shares 449K +32.24%Since Jun 30 -3.23%
Weight 2.4%Value $20.60MPrice $246.67Shares 86K +5.27%Since Jun 30 +3.50%
Weight 2.4%Value $20.57MPrice $175.53Shares 128K +130.43%Since Jun 30 +9.50%
Weight 2.2%Value $19.05MPrice $508.96Shares 51K +8.02%Since Jun 30 +36.44%
Weight 1.9%Value $16.24MPrice $124.84Shares 134K +33.57%Since Jun 30 +2.89%
Weight 1.8%Value $15.51MPrice $55.83Shares 331K +5.40%Since Jun 30 +19.19%
Weight 1.4%Value $12.31MPrice $96.58Shares 122K +8.52%Since Jun 30 -4.62%
Weight 1.4%Value $11.85MPrice $68.55Shares 147K -27.85%Since Jun 30 -14.91%
Weight 0.9%Value $8.17MPrice $198.34Shares 28K -19.43%Since Jun 30 -31.90%
Weight 0.8%Value $7.26MPrice $52.40Shares 174KSince Jun 30 +25.75%
Weight 0.8%Value $7.24MPrice $69.36Shares 100K +8.20%Since Jun 30 -3.88%
Weight 0.8%Value $6.60MPrice $379.55Shares 22K -77.00%Since Jun 30 +29.27%
Weight 0.7%Value $6.29MPrice $176.56Shares 35KSince Jun 30 -1.68%
Weight 0.3%Value $2.26MPrice $55.47Shares 60KSince Jun 30 +47.06%
Weight 0.2%Value $1.97MPrice $303.83Shares 6,500Since Jun 30 +0.28%
Weight 0.2%Value $1.59MPrice $27.71Shares 51KSince Jun 30 -12.03%
Weight 0.2%Value $1.52MPrice $27.92Shares 50KSince Jun 30 -8.16%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 16.4% | $141.33M | -29.89% | +17.18% | Add | |
| 14.7% | $127.19M | -12.11% | — | New | |
| 11.8% | $101.96M | +31.16% | — | New | |
| 11.3% | $97.23M | +13.55% | -1.70% | Trim | |
| 7.4% | $63.72M | -9.41% | — | New | |
| 6.4% | $55.23M | -14.05% | — | New | |
| 6.0% | $51.90M | -21.00% | — | New | |
| 4.3% | $37.27M | -9.51% | — | New | |
| 2.6% | $22.39M | -3.23% | +32.24% | Add | |
| 2.4% | $20.60M | +3.50% | +5.27% | Add | |
| 2.4% | $20.57M | +9.50% | +130.43% | Add | |
| 2.2% | $19.05M | +36.44% | +8.02% | Add | |
| 1.9% | $16.24M | +2.89% | +33.57% | Add | |
| 1.8% | $15.51M | +19.19% | +5.40% | Add | |
| 1.4% | $12.31M | -4.62% | +8.52% | Add | |
| 1.4% | $11.85M | -14.91% | -27.85% | Trim | |
| 0.9% | $8.17M | -31.90% | -19.43% | Trim | |
| 0.8% | $7.26M | +25.75% | — | New | |
| 0.8% | $7.24M | -3.88% | +8.20% | Add | |
| 0.8% | $6.60M | +29.27% | -77.00% | Trim | |
| 0.7% | $6.29M | -1.68% | — | New | |
| 0.3% | $2.26M | +47.06% | — | Hold | |
| 0.2% | $1.97M | +0.28% | — | New | |
| 0.2% | $1.59M | -12.03% | — | Hold | |
| 0.2% | $1.52M | -8.16% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
BRK.BBERKSHIRE HATHAWAY INC DEL≈ $49.60MSoldSource: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.