StockDriftsStockDriftsTop 30 Hound Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 16.38% | 6.69M | $141.3M | +17.18%(+981.68K) | $21.51(-11.62%) | 2026-06-30 | |
| META | META PLATFORMS INC | 11.82% | 181.0K | $102.0M | new | $612.54(-3.70%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 11.27% | 485.9K | $97.2M | -1.70%(-8.39K) | $124.06(+81.49%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 7.38% | 63.0K | $63.7M | new | $664.73(+56.37%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 6.4% | 200.0K | $55.2M | new | $184.22(+50.74%) | 2026-06-30 | |
| CRH | CRH PLC | 6.01% | 485.0K | $51.9M | new | $104.46(-6.99%) | 2026-06-30 | |
| IREN | IREN LIMITED | 4.32% | 815.0K | $37.3M | new | $38.68(+13.92%) | 2026-06-30 | |
| GLNG | GOLAR LNG LTD | 2.59% | 449.2K | $22.4M | +32.24%(+109.51K) | $40.03(+31.14%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.39% | 86.4K | $20.6M | +5.27%(+4.33K) | $203.36(+29.15%) | 2026-06-30 | |
| ENSG | ENSIGN GROUP INC | 2.38% | 128.3K | $20.6M | +130.43%(+72.62K) | $173.05(+4.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.66% | +80.06% | +8.26% | +48.73% |
| Top 20 Holdings Unweighted | +16.06% | +56.34% | +0.64% | +3.26% |
Hound Partners LLC reports $862.89M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are NCLH (16.4%), META (11.8%) and NVDA (11.3%). The top 20 holdings account for 83.75% of reported assets. Its disclosed equity book has returned +80.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hound Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1353316). View Hound Partners LLC’s 13F filings on SEC