Q1 2025 · 13F-HR
Hound Partners, LLCholdings as filed
Filed 2025-05-15 · accession 0001353316-25-000003
$504.3M
Reported value
17
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $78.1M | 15.5% | 720,636 | Common | SHARED |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $75.3M | 14.9% | 3,968,930 | Common | SHARED |
| 143658300 | CCL1EUR | CARNIVAL CORP | $74.0M | 14.7% | 3,787,937 | Common | SHARED |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $71.1M | 14.1% | 422,797 | Common | SHARED |
| 090572207 | BIO | BIO RAD LABS INC | $49.1M | 9.75% | 201,783 | Common | SHARED |
| 29362U104 | ENTG | ENTEGRIS INC | $20.2M | 4.01% | 230,917 | Common | SHARED |
| G9456A100 | GLNG | GOLAR LNG LTD | $19.3M | 3.83% | 507,723 | Common | SHARED |
| 042735100 | ARW | ARROW ELECTRS INC | $18.7M | 3.71% | 180,231 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $16.7M | 3.32% | 44,532 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $16.4M | 3.25% | 70,101 | Common | SHARED |
| 256677105 | DG | DOLLAR GEN CORP NEW | $15.2M | 3.02% | 173,226 | Common | SHARED |
| 40412C101 | HCA | HCA HEALTHCARE INC | $12.2M | 2.42% | 35,367 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $10.9M | 2.16% | 57,379 | Common | SHARED |
| 531229722 | LLYVK* | LIBERTY MEDIA CORP DEL | $8.1M | 1.60% | 118,651 | Common | SHARED |
| 91879Q109 | MTN | VAIL RESORTS INC | $8.0M | 1.59% | 50,093 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $6.5M | 1.28% | 56,633 | Common | SHARED |
| 753422104 | RPD | RAPID7 INC | $4.5M | 0.89% | 169,325 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.