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The Analysis of Hound Partners, LLC's Holdings & P&L

Currently, Hound Partners, LLC holds 34 types of securities in its portfolio with a total value $792.3M. In the most recent quarter, they have increased their positions in HOOD (+1.1M shares, valued at $73.1M), N/A (+103.5K shares, valued at $49.6M), NCLH (+1.9M shares, valued at $35.6M); decreased their positions in GLNG (-365.8K shares, valued at $19.8M), ARW (-80.6K shares, valued at $11.6M), MTN (-20.8K shares, valued at $2.7M); initiated new positions in HOOD (+1.1M shares, valued at $73.1M), N/A (+103.5K shares, valued at $49.6M), NFLX (+284.5K shares, valued at $27.4M).

1M P&L

-3.9M-0.58%

3M P&L

-42.0M-5.94%

HY P&L

+10.3M+1.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Travel Services192.8M

26.9%

2Software - Infrastructure116.8M

16.3%

3Semiconductors89.1M

12.4%

Top Industries by Stock Count

1Software - Infrastructure3 stocks

9.4%

2Internet Retail2 stocks

6.3%

3Semiconductors2 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CCL CARNIVAL CORP4.5M shares27.93%2026-03-312026-05-15

NCLH NORWEGIAN CRUISE LINE HLDGS5.7M shares50.03%2026-03-312026-05-15

NVDA NVIDIA CORPORATION494.3K shares4.16%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC543.0K shares0.00%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC1.1M sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL103.5K sharesnew addition2026-03-312026-05-15

SE SEA LTD500.0K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC.284.5K sharesnew addition2026-03-312026-05-15

Sponsored

BIO BIO RAD LABS INC97.7K shares125.86%2026-03-312026-05-15

MS MORGAN STANLEY141.6K sharesnew addition2026-03-312026-05-15

GLNG GOLAR LNG LTD339.7K shares-51.85%2026-03-312026-05-15

MSFT MICROSOFT CORP47.3K shares37.62%2026-03-312026-05-15

AMZN AMAZON COM INC82.1K shares80.73%2026-03-312026-05-15

FOX FOX CORP314.2K shares2.99%2026-03-312026-05-15

CALM CAL MAINE FOODS INC203.9K shares163.57%2026-03-312026-05-15

ENSG ENSIGN GROUP INC55.7K shares-14.70%2026-03-312026-05-15

Sponsored

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC112.0K sharesnew addition2026-03-312026-05-15

MHK MOHAWK INDS INC100.2K shares69.50%2026-03-312026-05-15

ARW ARROW ELECTRS INC55.1K shares-59.39%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC92.7K shares68.06%2026-03-312026-05-15

BELFA BEL FUSE INC34.8K shares-7.51%2026-03-312026-05-15

MTN VAIL RESORTS INC38.6K shares-35.01%2026-03-312026-05-15

GIII G III APPAREL GROUP LTD115.9K shares3.44%2026-03-312026-05-15

FORGENT POWER SOLUTIONS INC FORGENT POWER SOLUTIONS INC100.0K sharesnew addition2026-03-312026-05-15

Sponsored

ALLIANCE LAUNDRY HLDGS INC ALLIANCE LAUNDRY HLDGS INC85.0K shares0.00%2026-03-312026-05-15

NTSK NETSKOPE INC206.5K shares0.00%2026-03-312026-05-15

ANDERSEN GROUP INC ANDERSEN GROUP INC60.0K shares0.00%2026-03-312026-05-15

BOBS DISC FURNITURE INC BOBS DISC FURNITURE INC122.0K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC4.6K sharesnew addition2026-03-312026-05-15

NEPTUNE INS HLDGS INC NEPTUNE INS HLDGS INC50.5K shares0.00%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY3.9K sharesnew addition2026-03-312026-05-15

HUM HUMANA INC6.2K sharesnew addition2026-03-312026-05-15

Sponsored

ONCE UPON A FARM PBC ONCE UPON A FARM PBC20.0K sharesnew addition2026-03-312026-05-15

GRUPO AEROMEXICO SAB DE CV GRUPO AEROMEXICO SAB DE CV20.0K shares0.00%2026-03-312026-05-15

CCL

CARNIVAL CORP

27.93%

Shares4.5M

Event2026-03-31

Filed2026-05-15

NCLH

NORWEGIAN CRUISE LINE HLDGS

50.03%

Shares5.7M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

4.16%

Shares494.3K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares543.0K

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

New

Shares103.5K

Event2026-03-31

Filed2026-05-15

SEA LTD

0.00%

Shares500.0K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

New

Shares284.5K

Event2026-03-31

Filed2026-05-15

BIO

BIO RAD LABS INC

125.86%

Shares97.7K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

New

Shares141.6K

Event2026-03-31

Filed2026-05-15

GLNG

GOLAR LNG LTD

-51.85%

Shares339.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

37.62%

Shares47.3K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

80.73%

Shares82.1K

Event2026-03-31

Filed2026-05-15

FOX

FOX CORP

2.99%

Shares314.2K

Event2026-03-31

Filed2026-05-15

CALM

CAL MAINE FOODS INC

163.57%

Shares203.9K

Event2026-03-31

Filed2026-05-15

ENSG

ENSIGN GROUP INC

-14.70%

Shares55.7K

Event2026-03-31

Filed2026-05-15

LIBERTY LIVE HOLDINGS INC

New

Shares112.0K

Event2026-03-31

Filed2026-05-15

MHK

MOHAWK INDS INC

69.50%

Shares100.2K

Event2026-03-31

Filed2026-05-15

ARW

ARROW ELECTRS INC

-59.39%

Shares55.1K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

68.06%

Shares92.7K

Event2026-03-31

Filed2026-05-15

BELFA

BEL FUSE INC

-7.51%

Shares34.8K

Event2026-03-31

Filed2026-05-15

MTN

VAIL RESORTS INC

-35.01%

Shares38.6K

Event2026-03-31

Filed2026-05-15

GIII

G III APPAREL GROUP LTD

3.44%

Shares115.9K

Event2026-03-31

Filed2026-05-15

FORGENT POWER SOLUTIONS INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

ALLIANCE LAUNDRY HLDGS INC

0.00%

Shares85.0K

Event2026-03-31

Filed2026-05-15

NTSK

NETSKOPE INC

0.00%

Shares206.5K

Event2026-03-31

Filed2026-05-15

ANDERSEN GROUP INC

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-15

BOBS DISC FURNITURE INC

New

Shares122.0K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-15

NEPTUNE INS HLDGS INC

0.00%

Shares50.5K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares3.9K

Event2026-03-31

Filed2026-05-15

HUM

HUMANA INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-15

ONCE UPON A FARM PBC

New

Shares20.0K

Event2026-03-31

Filed2026-05-15

GRUPO AEROMEXICO SAB DE CV

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

PATH Call CallUIPATH INC639.4K shares-52.21%2026-03-312026-05-15

PATH Call

UIPATH INC

-52.21%

Shares639.4K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available