Hound Partners, LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Carnival Corp Ltd.	—	$116.84M	4,514,839	14.7%
Norwegian Cruise Line Holdings Ltd.	—	$106.83M	5,713,090	13.5%
NVIDIA Corp	—	$86.21M	494,314	10.9%
Palantir Technologies Inc	—	$79.43M	543,000	10.0%
Robinhood Markets, Inc.	—	$73.15M	1,055,555	9.2%
Warren E. Buffett	—	$49.60M	103,500	6.3%
Sea Ltd	—	$41.41M	500,000	5.2%
Netflix Inc	—	$27.35M	284,500	3.5%
BIO-RAD LABORATORIES, INC.	—	$27.24M	97,724	3.4%
Morgan Stanley	—	$23.30M	141,570	2.9%
GOLAR LNG LTD	—	$18.38M	339,665	2.3%
MICROSOFT CORP	—	$17.50M	47,267	2.2%
Amazon.com Inc	—	$17.10M	82,115	2.2%
FOX CORP	—	$16.68M	314,185	2.1%
Cal-Maine Foods Inc	—	$16.13M	203,851	2.0%
Ensign Group Inc/The	—	$11.22M	55,681	1.4%
Liberty Live Holdings, Inc.	—	$10.27M	112,049	1.3%
MOHAWK INDUSTRIES INC	—	$9.87M	100,226	1.2%
ARROW ELECTRONICS, INC.	—	$7.90M	55,099	1.0%
Uber Technologies, Inc	—	$6.67M	92,698	0.8%
BEL FUSE INC	—	$6.27M	34,814	0.8%
VAIL RESORTS INC	—	$4.96M	38,624	0.6%
G III APPAREL GROUP LTD /DE	—	$3.21M	115,853	0.4%
Forgent Power Solutions, Inc.FPS	Common Stock	$2.93M	100,000	0.4%
Alliance Laundry Holdings Inc.ALH	Common Stock	$1.76M	85,000	0.2%
Netskope Inc	—	$1.75M	206,500	0.2%
Andersen Group Inc.	—	$1.63M	60,000	0.2%
Bob's Discount Furniture, Inc.BOBS	Common Stock	$1.43M	122,000	0.2%
UNITEDHEALTH GROUP INC	—	$1.24M	4,580	0.2%
Neptune Insurance Holdings Inc.NP	Common Stock	$1.22M	50,500	0.2%
Elevance Health Inc	—	$1.15M	3,935	0.1%
HUMANA INC	—	$1.07M	6,187	0.1%
Once Upon a Farm, PBC	—	$327.0K	20,000	0.0%
Grupo Aeromexico, S.A.B. de C.V.AERO	ADR	$280.2K	20,000	0.0%