1y return+7.8%S&P 500 +20.9%
3y return+78.6%S&P 500 +68.5%
5y return+51.7%S&P 500 +74.5%
10y return+199.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $299 against $357 in the S&P 500.2
Hound Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Norwegian Cruise Line HldgsCUSIP G66721104 | $141.3M | 16.4% | +17.2% |
| Carnival Corp LtdCUSIP G2004J103 | $127.2M | 14.7% | New |
| METAMeta Platforms Inc | $102.0M | 11.8% | New |
| NVDANvidia Corporation | $97.2M | 11.3% | −1.7% |
| GSGoldman Sachs Group Inc | $63.7M | 7.4% | New |
| Nebius Group N.v.CUSIP N97284108 | $55.2M | 6.4% | New |
| Crh PLCCUSIP G25508105 | $51.9M | 6.0% | New |
| Iren LimitedCUSIP Q4982L109 | $37.3M | 4.3% | New |
| Golar Lng LtdCUSIP G9456A100 | $22.4M | 2.6% | +32.2% |
| AMZNAmazon Com Inc | $20.6M | 2.4% | +5.3% |
| ENSGEnsign Group Inc | $20.6M | 2.4% | +130.4% |
| MSFTMicrosoft Corp | $19.0M | 2.2% | +8.0% |
| MHKMohawk Inds Inc | $16.2M | 1.9% | +33.6% |
| FOXFox Corp | $15.5M | 1.8% | +5.4% |
| LLYVALiberty Live Holdings Inc | $12.3M | 1.4% | +8.5% |
| CALMCal Maine Foods Inc | $11.8M | 1.4% | −27.8% |
| BELFABel Fuse Inc | $8.2M | 0.9% | −19.4% |
| Bbb Foods IncCUSIP G0896C103 | $7.3M | 0.8% | New |
| UBERUber Technologies Inc | $7.2M | 0.8% | +8.2% |
| BIOBio Rad Labs Inc | $6.6M | 0.8% | −77.0% |
| DLRDigital Rlty Tr Inc | $6.3M | 0.7% | New |
| ANDGAndersen Group Inc | $2.3M | 0.3% | |
| QQQMInvesco Exch Traded Fd Tr II | $2.0M | 0.2% | New |
| NPNeptune Ins Hldgs Inc | $1.6M | 0.2% | |
| CURBCurbline Pptys Corp | $1.5M | 0.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Golar Lng LtdCUSIP G9456A100 | March 31, 2023 | +130.7% | $22.4M |
| HUMHumana Inc | March 31, 2026 | +129.1% | $983K |
| BELFABel Fuse Inc | December 31, 2025 | +91.9% | $8.2M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $19.0M |
| NVDANvidia Corporation | September 30, 2024 | +64.8% | $97.2M |
| UNHUnitedhealth Group Inc | March 31, 2026 | +53.6% | $1.3M |
| ANDGAndersen Group Inc | December 31, 2025 | +45.5% | $2.3M |
| BOBSBobs Disc Furniture Inc | March 31, 2026 | +34.6% | $1.1M |
| ELVElevance Health Inc Formerly | March 31, 2026 | +32.1% | $949K |
| OFRMOnce Upon A Farm Pbc | March 31, 2026 | +25.3% | $410K |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $116.8M
- PLTRPalantir Technologies Inc was $79.4M
- HOODRobinhood Mkts Inc was $73.1M
- BRK/BBerkshire Hathaway Inc Del was $49.6M
- SESea Ltd was $41.4M
- NFLXNetflix Inc. was $27.4M
- MSMorgan Stanley was $23.3M
- ARWArrow Electrs Inc was $7.9M
- MTNVail Resorts Inc was $5.0M
- GIIIG III Apparel Group Ltd was $3.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −11.3% | −4.6% |
| December 31, 2025 | −1.1% | +2.4% |
| September 30, 2025 | +11.3% | +7.8% |
| June 30, 2025 | +18.1% | +10.5% |
| March 31, 2025 | −7.7% | −4.6% |
| December 31, 2024 | +16.1% | +2.1% |
| September 30, 2024 | +15.7% | +5.4% |
| June 30, 2024 | −3.4% | +4.0% |
| March 31, 2024 | +11.0% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +10.4% | +7.0% |
| December 31, 2022 | +10.3% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −21.9% | −16.5% |
| March 31, 2022 | −8.6% | −4.9% |
| December 31, 2021 | +3.1% | +10.7% |
| September 30, 2021 | −7.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hound Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1353316&type=13F-HR&dateb=&owner=include&count=40CIK 1353316
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1353316/000135331626000004/Filed August 14, 2026 · accession 0001353316-26-000004