Hound Partners, LLC holds a focused book of 34 stocks worth $792.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Robinhood Markets Inc - A and trimmed Golar LNG Ltd. Their largest long position is Carnival Corp Ltd at 15% of the equity book. They also disclosed $7.1M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1353316/holdings"
Use Arkolith to show Hound Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carnival Corp COMMON STOCK | $116.8M | 4.51M | 14.7% | ▲+28% Added · +986K sh | |
| 2 | Norwegian Cruise Line Hldgs SHS | $106.8M | 5.71M | 13.5% | ▲+50% Added · +1.9M sh | |
| 3 | Nvidia Corporation COM | $86.2M | 494.3K | 10.9% | ▲+4.2% Added · +20K sh | |
| 4 | Palantir Technologies Inc CL A | $79.4M | 543.0K | 10.0% | —Held | |
| 5 | Robinhood MKTS Inc COM CL A | $73.1M | 1.06M | 9.2% | ▲New New position | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $49.6M | 103.5K | 6.3% | ▲New New position | |
| 7 | Sea Ltd SPONSORD ADS | $41.4M | 500.0K | 5.2% | —Held | |
| 8 | Netflix Inc. COM | $27.4M | 284.5K | 3.5% | ▲New New position | |
| 9 | Bio Rad Labs Inc CL A | $27.2M | 97.7K | 3.4% | ▲+126% Added · +54K sh | |
| 10 | Morgan Stanley COM NEW | $23.3M | 141.6K | 2.9% | ▲New New position | |
| 11 | Golar LNG Ltd SHS | $18.4M | 339.7K | 2.3% | ▼−52% Reduced · −366K sh | |
| 12 | Microsoft Corp COM | $17.5M | 47.3K | 2.2% | ▲+38% Added · +13K sh | |
| 13 | Amazon Com Inc COM | $17.1M | 82.1K | 2.2% | ▲+81% Added · +37K sh | |
| 14 | Fox Corp CL B COM | $16.7M | 314.2K | 2.1% | ▲+3.0% Added · +9K sh | |
| 15 | Cal Maine Foods Inc COM NEW | $16.1M | 203.9K | 2.0% | ▲+164% Added · +127K sh | |
| 16 | Ensign Group Inc COM | $11.2M | 55.7K | 1.4% | ▼−15% Reduced · −10K sh | |
| 17 | Liberty Live Holdings Inc COM SER A | $10.3M | 112.0K | 1.3% | ▲New New position | |
| 18 | Mohawk Inds Inc COM | $9.9M | 100.2K | 1.2% | ▲+69% Added · +41K sh | |
| 19 | Arrow Electrs Inc COM | $7.9M | 55.1K | 1.0% | ▼−59% Reduced · −81K sh | |
| 20 | Uber Technologies Inc COM | $6.7M | 92.7K | 0.8% | ▲+68% Added · +38K sh | |
| 21 | Bel Fuse Inc CL A | $6.3M | 34.8K | 0.8% | ▼−7.5% Reduced · −3K sh | |
| 22 | Vail Resorts Inc COM | $5.0M | 38.6K | 0.6% | ▼−35% Reduced · −21K sh | |
| 23 | G III Apparel Group Ltd COM | $3.2M | 115.9K | 0.4% | ▲+3.4% Added · +4K sh | |
| 24 | Forgent Power Solutions Inc COM SHS CL A | $2.9M | 100.0K | 0.4% | ▲New New position | |
| 25 | Alliance Laundry Hldgs Inc COM | $1.8M | 85.0K | 0.2% | —Held | |
| 26 | Netskope Inc CL A | $1.8M | 206.5K | 0.2% | —Held | |
| 27 | Andersen Group Inc CL A | $1.6M | 60.0K | 0.2% | —Held | |
| 28 | Bobs Disc Furniture Inc COM SHS | $1.4M | 122.0K | 0.2% | ▲New New position | |
| 29 | Unitedhealth Group Inc COM | $1.2M | 4.6K | 0.2% | ▲New New position | |
| 30 | Neptune Ins Hldgs Inc CL A | $1.2M | 50.5K | 0.2% | —Held | |
| 31 | Elevance Health Inc Formerly COM | $1.2M | 3.9K | 0.1% | ▲New New position | |
| 32 | Humana Inc COM | $1.1M | 6.2K | 0.1% | ▲New New position | |
| 33 | Once Upon A Farm PBC COM | $327K | 20.0K | 0.0% | ▲New New position | |
| 34 | Grupo Aeromexico SAB De CV SPONSORED ADS | $280K | 20.0K | 0.0% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | UIPATH INC - CLASS APATH | $7.1M | 639K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.