account_balance
Investment manager · 13F filer · SEC CIK 1353316
Hound Partners, LLC
Reported value$863Mas of Jun 30, 2026
Positions32 10 new, 12 sold out
Top 10 weight83.3%NCLH alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NCLHNorwegian Cruise Line Holdings Ltd.
16.4%Added +17%
CCLCarnival Corp Ltd.
14.7%
METAMeta Platforms, Inc.
11.8%New
NVDANVIDIA Corp
11.3%
GSGoldman Sachs Group Inc
7.4%New
NBISNebius Group N.V.
6.4%New
CRHCRH Public Ltd Co
6.0%New
IRENIREN Ltd
4.3%New
GLNGGolar LNG Ltd
2.6%
AMZNAmazon.com Inc
2.4%
ENSGEnsign Group, Inc
2.4%
MSFTMicrosoft Corp
2.2%
NCLHNorwegian Cruise Line Holdings Ltd.
16.4%Added +17%
CCLCarnival Corp Ltd.
14.7%
METAMeta Platforms, Inc.
11.8%New
NVDANVIDIA Corp
11.3%
GSGoldman Sachs Group Inc
7.4%
NBISNebius Group N.V.
6.4%
CRHCRH Public Ltd Co
6.0%
IREN4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NCLH Norwegian Cruise Line Holdings Ltd. 16.4% Added +17%CCL Carnival Corp Ltd. 14.7% HeldMETA Meta Platforms, Inc. 11.8% NewNVDA NVIDIA Corp 11.3% HeldGS Goldman Sachs Group Inc 7.4% NewNBIS Nebius Group N.V. 6.4% NewCRH CRH Public Ltd Co 6.0% NewIREN IREN Ltd 4.3% NewGLNG Golar LNG Ltd 2.6% Added +32%AMZN Amazon.com Inc 2.4% Added +5%ENSG Ensign Group, Inc 2.4% Added +130%MSFT Microsoft Corp 2.2% Added +8%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.