Hound Partners, LLC Portfolio Holdings

Hound Partners, LLC

  • $717 Million
  • Q2 2025

Hound Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $717 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carnival Corp with a value of $98.1M, Nvidia Corp with a value of $80M, Sea LTD with a value of $80M, Norwegian Cruise Line Holdings Ltd. with a value of $68M, and Expedia Group, Inc. with a value of $59.2M.

Examining the 13F form we can see an increase of $221M in the current position value, from $496M to 717M.

Hound Partners, LLC is based out at New York, NY

Below you can find more details about Hound Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $717 Million
Consumer Cyclical: $356 Million
Technology: $193 Million
Healthcare: $71.2 Million
Financial Services: $56.6 Million
Energy: $26.9 Million
Consumer Defensive: $13.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.77B
$43.9 Million 6.12% of portfolio
181,936
Q2 2025 Reduced 9.84%
$4.36B
$26.9 Million 3.75% of portfolio
653,595
Q2 2025 Added 28.73%
$7.92B
$20.7 Million 2.88% of portfolio
162,381
Q2 2025 Reduced 9.9%
$6.08B
$11.7 Million 1.63% of portfolio
74,570
Q2 2025 Added 48.86%
$7.99B
$10.8 Million 1.51% of portfolio
103,094
Q2 2025 Added 82.04%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $717 Million
  • Prior Value $496 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Hound Partners, LLC Portfolio

Follow Hound Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hound Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hound Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email