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13F holdings · Q2 2026

Hound Partners

New York, NY · files as Hound Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1353316

Hound Partners reported 32 stocks worth $863M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NCLH (16.4%), CCL (14.7%) and META (11.8%). Compared with Q1 2026, the fund opened new positions in CCL, META and GS, added to NCLH, GLNG and AMZN, trimmed NVDA, CALM and BELFA and sold out of PLTR, HOOD and BRK.B.

Reported value$863M+8.9% vs last quarter
Stocks held3211 new · 13 sold out
Top 5 weight61.6%very concentrated
Turnover112%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
NCLH
Norwegian Cruise Line Hldg L
$141M16.4%6.7M+982K (+17%)6 of 8
2
CCL
Carnival Corp Ltd F
$127M14.7%4.5MNew position1 of 8
3
META
Meta Platforms Inc
$102M11.8%181KNew position2 of 8
4
NVDA
Nvidia Corporation
$97.2M11.3%486K−8,388 (−2%)8 of 8
5
GS
Goldman Sachs Group Inc
$63.7M7.4%63KNew position3 of 8
6
NBIS
Nebius Group
$55.2M6.4%200KNew position1 of 8
7
CRH
Crh PLC
$51.9M6.0%485KNew position1 of 8
8
IREN
Iren Ltd F
$37.3M4.3%815KNew position1 of 8
9
GLNG
Golar Lng Ltd
$22.4M2.6%449K+110K (+32%)8 of 8
10
AMZN
Amazon Com Inc
$20.6M2.4%86K+4,325 (+5%)8 of 8
🔒 22 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
CARNIVAL CORP COMMON PAIRED STOCK
$117M4.5M
PLTR
Palantir Technologies Inc
$79.4M543K
HOOD
Robinhood Mkts Inc
$73.1M1.1M
BRK.B
Berkshire Hathaway Inc Del
$49.6M104K
SE
Sea Ltd
$41.4M500K

🔒 Free account: see all 13.

Reported value

last 8 quarters
$400MQ3 '24
$208MQ4 '24
$504MQ1 '25
$740MQ2 '25
$779MQ3 '25
$721MQ4 '25
$792MQ1 '26
$863MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Hound Partners 13F FAQ

What does Hound Partners own?

Hound Partners reported 32 stocks worth $863M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NCLH (16.4%), CCL (14.7%) and META (11.8%). The table above lists every position in the filing (the top 10 without an account).

What did Hound Partners buy and sell in Q2 2026?

Compared with Q1 2026: 11 new positions, 9 added to, 8 trimmed and 13 sold out. New positions include CCL, META and GS. It sold all of PLTR, HOOD and BRK.B.

When will Hound Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Hound Partners's portfolio worth?

The Q2 2026 filing reports $863M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.