Institutions / Hound Partners, LLC / Activity
Activity — Hound Partners, LLC
40 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | G III Apparel Group Ltd /De Common stock | $106.6K | +4K +3.44% | 115,853 0.41% of portfolio | low |
| Q1 2026 as of | New | Once Upon a Farm, PBC Common stock | $327.0K | +20K | 20,000 0.04% of portfolio | low |
| Q1 2026 as of | Add | Fox Corp Common stock | $484.0K | +9K +2.99% | 314,185 2.11% of portfolio | low |
| Q1 2026 as of | Trim | 077347201 Common stock | $-509.2K | -3K -7.51% | 34,814 0.79% of portfolio | low |
| Q1 2026 as of | Exit | AMBQ Ambiq Micro, Inc. Common Stock | $-570.0K | -20K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Sharplink, Inc. Common stock | $-1.07M | -120K -100.00% | 0 | low |
| Q1 2026 as of | New | Humana Inc Common stock | $1.07M | +6K | 6,187 0.14% of portfolio | low |
| Q1 2026 as of | Exit | MIAX Miami International Holdings, Inc. Common Stock | $-1.11M | -25K -100.00% | 0 | low |
| Q1 2026 as of | New | Elevance Health Inc Common stock | $1.15M | +4K | 3,935 0.15% of portfolio | low |
| Q1 2026 as of | New | Unitedhealth Group Inc Common stock | $1.24M | +5K | 4,580 0.16% of portfolio | low |
| Q1 2026 as of | Exit | 464287200 Common stock | $-1.37M | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | BOBS Bob's Discount Furniture, Inc. Common Stock | $1.43M | +122K | 122,000 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Ensign Group Inc/The Common stock | $-1.93M | -10K -14.70% | 55,681 1.42% of portfolio | low |
| Q1 2026 as of | Exit | WaterBridge Infrastructure LLC Common stock | $-2.00M | -100K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Vail Resorts Inc Common stock | $-2.67M | -21K -35.01% | 38,624 0.63% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $2.70M | +38K +68.06% | 92,698 0.84% of portfolio | low |
| Q1 2026 as of | New | FPS Forgent Power Solutions, Inc. Common Stock | $2.93M | +100K | 100,000 0.37% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $3.44M | +20K +4.16% | 494,314 10.88% of portfolio | low |
| Q1 2026 as of | Add | Mohawk Industries Inc Common stock | $4.05M | +41K +69.50% | 100,226 1.25% of portfolio | low |
| Q1 2026 as of | Exit | Fiserv Inc Common stock | $-4.40M | -66K -100.00% | 0 | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $4.78M | +13K +37.62% | 47,267 2.21% of portfolio | low |
| Q1 2026 as of | Exit | Dollar General Corp Common stock | $-6.27M | -47K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Workday Inc Common stock | $-7.00M | -33K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $7.64M | +37K +80.73% | 82,115 2.16% of portfolio | medium |
| Q1 2026 as of | Add | Cal-Maine Foods Inc Common stock | $10.01M | +127K +163.57% | 203,851 2.04% of portfolio | medium |
| Q1 2026 as of | New | Liberty Live Holdings, Inc. Common stock | $10.27M | +112K | 112,049 1.30% of portfolio | medium |
| Q1 2026 as of | Exit | Kirby Corp Common stock | $-10.99M | -100K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Arrow Electronics, Inc. Common stock | $-11.56M | -81K -59.39% | 55,099 1.00% of portfolio | medium |
| Q1 2026 as of | Exit | H5919C104 Common stock | $-11.62M | -250K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Entegris, Inc. Common stock | $-13.43M | -159K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | ICON plc Common stock | $-13.67M | -75K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Bio-Rad Laboratories, Inc. Common stock | $15.18M | +54K +125.86% | 97,724 3.44% of portfolio | medium |
| Q1 2026 as of | Trim | Golar Lng Ltd Common stock | $-19.79M | -366K -51.85% | 339,665 2.32% of portfolio | medium |
| Q1 2026 as of | New | Morgan Stanley Common stock | $23.30M | +142K | 141,570 2.94% of portfolio | medium |
| Q1 2026 as of | Add | Carnival Corp Ltd. Common stock | $25.51M | +986K +27.93% | 4,514,839 14.75% of portfolio | medium |
| Q1 2026 as of | New | Netflix Inc Common stock | $27.35M | +285K | 284,500 3.45% of portfolio | medium |
| Q1 2026 as of | Add | Norwegian Cruise Line Holdings Ltd. Common stock | $35.63M | +1.9M +50.03% | 5,713,090 13.48% of portfolio | medium |
| Q1 2026 as of | New | Warren E. Buffett Common stock | $49.60M | +104K | 103,500 6.26% of portfolio | medium |
| Q1 2026 as of | Exit | Meta Platforms Inc Common stock | $-50.83M | -77K -100.00% | 0 | high |
| Q1 2026 as of | New | Robinhood Markets, Inc. Common stock | $73.15M | +1.1M | 1,055,555 9.23% of portfolio | high |