Hound Partners 13F, Q1 2025
Jonathan Auerbach · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1353316
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $78.10M | 15.5% | +1809% shares |
| NORWEGIAN CRUISE LINE HLDG L | $75.25M | 14.9% | new | |
| CARNIVAL CORP | CCL1EUR | $73.98M | 14.7% | new |
| EXPEDIA GROUP INC | EXPE | $71.07M | 14.1% | new |
| BIO RAD LABS INC | BIO | $49.15M | 9.8% | +243% shares |
| ENTEGRIS INC | ENTG | $20.20M | 4.0% | +20% shares |
| GOLAR LNG LTD | $19.29M | 3.8% | +237% shares | |
| ARROW ELECTRS INC | ARW | $18.71M | 3.7% | +28% shares |
| MICROSOFT CORP | MSFT | $16.72M | 3.3% | -27% shares |
| WORKDAY INC | WDAY | $16.37M | 3.3% | +41% shares |
| DOLLAR GEN CORP NEW | DG | $15.23M | 3.0% | -36% shares |
| HCA HEALTHCARE INC | HCA | $12.22M | 2.4% | -2% shares |
| AMAZON COM INC | AMZN | $10.92M | 2.2% | -18% shares |
| LIBERTY MEDIA CORP DEL | $8.08M | 1.6% | +13% shares | |
| VAIL RESORTS INC | MTN | $8.02M | 1.6% | -2% shares |
| MOHAWK INDS INC | MHK | $6.47M | 1.3% | -2% shares |
| RAPID7 INC | RPD | $4.49M | 0.9% | +5% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Hound Partners opened 3 new positions, added to 8, trimmed 6, left 0 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- NORWEGIAN CRUISE LINE HLDG L$75.25M
- CCL1EUR$73.98M
- EXPE$71.07M
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001353316-25-000003, filed by Hound Partners, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.