Hound-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARW",
  "ENTG",
  "EXPE",
  "RPD",
  "MSFT",
  "GLNG",
  "DG",
  "NVDA",
  "MTN",
  "NCLH",
  "AMZN",
  "HCA",
  "WDAY",
  "MHK",
  "LLYVK",
  "BIO",
  "CCL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 17
Total Value: 504265932
Accession Number: 0001353316-25-000003
Form Type: 13F-HR
CIK: hound-partners
Manager Name: Hound-Partners

Data Enrichment

100% identified

17 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

17 positions • $504.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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NVIDIA CORP

NVDA|67066G104

Shares:720.6K

Value:$78.1M

% of Portfolio:15.5% ($78.1M/$504.3M)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:4.0M

Value:$75.3M

% of Portfolio:14.9% ($75.3M/$504.3M)

CARNIVAL CORP

CCL|143658300

Shares:3.8M

Value:$74.0M

% of Portfolio:14.7% ($74.0M/$504.3M)

Expedia Group, Inc.

EXPE|30212P303

Shares:422.8K

Value:$71.1M

% of Portfolio:14.1% ($71.1M/$504.3M)

BIO-RAD LABORATORIES, INC.

BIO|090572207

Shares:201.8K

Value:$49.1M

% of Portfolio:9.7% ($49.1M/$504.3M)

ENTEGRIS INC

ENTG|29362U104

Shares:230.9K

Value:$20.2M

% of Portfolio:4.0% ($20.2M/$504.3M)

GOLAR LNG LTD

GLNG|G9456A100

Shares:507.7K

Value:$19.3M

% of Portfolio:3.8% ($19.3M/$504.3M)

ARROW ELECTRONICS, INC.

ARW|042735100

Shares:180.2K

Value:$18.7M

% of Portfolio:3.7% ($18.7M/$504.3M)

MICROSOFT CORP

MSFT|594918104

Shares:44.5K

Value:$16.7M

% of Portfolio:3.3% ($16.7M/$504.3M)

Workday, Inc.

WDAY|98138H101

Shares:70.1K

Value:$16.4M

% of Portfolio:3.2% ($16.4M/$504.3M)

DOLLAR GENERAL CORP

DG|256677105

Shares:173.2K

Value:$15.2M

% of Portfolio:3.0% ($15.2M/$504.3M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:35.4K

Value:$12.2M

% of Portfolio:2.4% ($12.2M/$504.3M)

AMAZON COM INC

AMZN|023135106

Shares:57.4K

Value:$10.9M

% of Portfolio:2.2% ($10.9M/$504.3M)

Liberty Media Corp

LLYVK|531229722

Shares:118.7K

Value:$8.1M

% of Portfolio:1.6% ($8.1M/$504.3M)

VAIL RESORTS INC

MTN|91879Q109

Shares:50.1K

Value:$8.0M

% of Portfolio:1.6% ($8.0M/$504.3M)

MOHAWK INDUSTRIES INC

MHK|608190104

Shares:56.6K

Value:$6.5M

% of Portfolio:1.3% ($6.5M/$504.3M)

Rapid7, Inc.

RPD|753422104

Shares:169.3K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$504.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	720.6K	QoQ +1808.71% (+682.9K) YoY NEW(+720.6K)	All Managers (Combined)	$78.1M	15.5% ($78.1M/$504.3M)	QoQ +1440.44% (+$73.0M) YoY NEW(+$78.1M)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	4.0M	QoQ NEW(+4.0M) YoY NEW(+4.0M)	All Managers (Combined)	$75.3M	14.9% ($75.3M/$504.3M)	QoQ NEW(+$75.3M) YoY NEW(+$75.3M)
CARNIVAL CORP(CCLcusip143658300)	3.8M	QoQ NEW(+3.8M) YoY NEW(+3.8M)	All Managers (Combined)	$74.0M	14.7% ($74.0M/$504.3M)	QoQ NEW(+$74.0M) YoY NEW(+$74.0M)
Expedia Group, Inc.(EXPEcusip30212P303)	422.8K	QoQ NEW(+422.8K) YoY NEW(+422.8K)	All Managers (Combined)	$71.1M	14.1% ($71.1M/$504.3M)	QoQ NEW(+$71.1M) YoY NEW(+$71.1M)
BIO-RAD LABORATORIES, INC.(BIOcusip090572207)	201.8K	QoQ +242.83% (+142.9K) YoY -23.72% (-62.8K)	All Managers (Combined)	$49.1M	9.7% ($49.1M/$504.3M)	QoQ +154.17% (+$29.8M) YoY -46.28% (-$42.3M)
ENTEGRIS INC(ENTGcusip29362U104)	230.9K	QoQ +19.90% (+38.3K) YoY NEW(+230.9K)	All Managers (Combined)	$20.2M	4.0% ($20.2M/$504.3M)	QoQ +5.88% (+$1.1M) YoY NEW(+$20.2M)
GOLAR LNG LTD(GLNGcusipG9456A100)	507.7K	QoQ +237.39% (+357.2K) YoY -73.09% (-1.4M)	All Managers (Combined)	$19.3M	3.8% ($19.3M/$504.3M)	QoQ +202.87% (+$12.9M) YoY -57.51% (-$26.1M)
ARROW ELECTRONICS, INC.(ARWcusip042735100)	180.2K	QoQ +28.29% (+39.7K) YoY NEW(+180.2K)	All Managers (Combined)	$18.7M	3.7% ($18.7M/$504.3M)	QoQ +17.75% (+$2.8M) YoY NEW(+$18.7M)
MICROSOFT CORP(MSFTcusip594918104)	44.5K	QoQ -26.62% (-16.2K) YoY -19.02% (-10.5K)	All Managers (Combined)	$16.7M	3.3% ($16.7M/$504.3M)	QoQ -34.65% (-$8.9M) YoY -27.74% (-$6.4M)
Workday, Inc.(WDAYcusip98138H101)	70.1K	QoQ +40.82% (+20.3K) YoY -1.84% (-1.3K)	All Managers (Combined)	$16.4M	3.2% ($16.4M/$504.3M)	QoQ +27.45% (+$3.5M) YoY -15.95% (-$3.1M)
DOLLAR GENERAL CORP(DGcusip256677105)	173.2K	QoQ -35.51% (-95.4K) YoY NEW(+173.2K)	All Managers (Combined)	$15.2M	3.0% ($15.2M/$504.3M)	QoQ -25.21% (-$5.1M) YoY NEW(+$15.2M)
HCA Healthcare, Inc.(HCAcusip40412C101)	35.4K	QoQ -2.13% (-771) YoY -55.00% (-43.2K)	All Managers (Combined)	$12.2M	2.4% ($12.2M/$504.3M)	QoQ +12.66% (-$1.4M) YoY -53.38% (-$14.0M)
AMAZON COM INC(AMZNcusip023135106)	57.4K	QoQ -17.48% (-12.2K) YoY NEW(+57.4K)	All Managers (Combined)	$10.9M	2.2% ($10.9M/$504.3M)	QoQ -28.44% (-$4.3M) YoY NEW(+$10.9M)
Liberty Media Corp(LLYVKcusip531229722)	118.7K	QoQ +13.40% (+14.0K) YoY NEW(+118.7K)	All Managers (Combined)	$8.1M	1.6% ($8.1M/$504.3M)	QoQ +13.54% (+$964.3K) YoY NEW(+$8.1M)
VAIL RESORTS INC(MTNcusip91879Q109)	50.1K	QoQ -2.14% (-1.1K) YoY NEW(+50.1K)	All Managers (Combined)	$8.0M	1.6% ($8.0M/$504.3M)	QoQ -16.46% (-$1.6M) YoY NEW(+$8.0M)
MOHAWK INDUSTRIES INC(MHKcusip608190104)	56.6K	QoQ -2.09% (-1.2K) YoY -52.49% (-62.6K)	All Managers (Combined)	$6.5M	1.3% ($6.5M/$504.3M)	QoQ -6.16% (-$424.5K) YoY -58.56% (-$9.1M)
Rapid7, Inc.(RPDcusip753422104)	169.3K	QoQ +4.76% (-7.7K) YoY NEW(+169.3K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$504.3M)	QoQ -30.96% (-$2.0M) YoY NEW(+$4.5M)