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Hound Partners, LLC Top Holdings and 13F Report (2025)

About Hound Partners, LLC

Investment Activity

  • Hound Partners, LLC has $260.48 million in total holdings as of December 31, 2024.
  • Hound Partners, LLC owns shares of 19 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 42.59% of the portfolio was purchased this quarter.
  • About 97.80% of the portfolio was sold this quarter.
  • This quarter, Hound Partners, LLC has purchased 17 new stocks and bought additional shares in 3 stocks.
  • Hound Partners, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Archer Aviation
$52,385,775
Microsoft
$25,582,521
Dollar General
$20,366,086
Entegris
$19,077,173

Largest New Holdings this Quarter

Archer Aviation
$52,385,775 Holding
Arrow Electronics
$15,891,437 Holding
LIBERTY MEDIA CORP DEL
$7,120,573 Holding
Mohawk Industries
$6,890,837 Holding
Rapid7
$6,502,013 Holding

Largest Purchases this Quarter

Archer Aviation
5,372,900 shares (about $52.39M)
Arrow Electronics
140,483 shares (about $15.89M)
Entegris
111,785 shares (about $11.07M)
LIBERTY MEDIA CORP DEL
104,622 shares (about $7.12M)
Mohawk Industries
57,843 shares (about $6.89M)

Largest Sales this Quarter

Golar LNG
611,146 shares (about $25.86M)
Microsoft
27,443 shares (about $11.57M)
Visa
29,963 shares (about $9.47M)
Amazon.com
40,488 shares (about $8.88M)
Workday
31,823 shares (about $8.21M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHound Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$52,385,775$52,385,775 New Holding5,372,90020.1%Aerospace
Microsoft Co. stock logo
MSFT
Microsoft
$25,582,521$11,567,225 -31.1%60,6949.8%Computer and Technology
Dollar General Co. stock logo
DG
Dollar General
$20,366,086$481,305 2.4%268,6117.8%Retail/Wholesale
Bio-Rad Laboratories, Inc. stock logo
BIO
Bio-Rad Laboratories
$19,335,442$3,121,502 -13.9%58,8587.4%Medical
Entegris, Inc. stock logo
ENTG
Entegris
$19,077,173$11,073,422 138.4%192,5827.3%Computer and Technology
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$15,891,437$15,891,437 New Holding140,4836.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,256,381$8,882,663 -36.8%69,5405.9%Retail/Wholesale
Workday, Inc. stock logo
WDAY
Workday
$12,844,733$8,211,288 -39.0%49,7804.9%Computer and Technology
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$10,846,821$6,130,864 130.0%36,1384.2%Medical
Visa Inc. stock logo
V
Visa
$9,673,984$9,469,506 -49.5%30,6103.7%Business Services
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$9,596,128$1,549,087 -13.9%51,1933.7%Consumer Discretionary
LIBERTY MEDIA CORP DEL
$7,120,573$7,120,573 New Holding104,6222.7%COM LBTY LIV S C
Danaher Co. stock logo
DHR
Danaher
$7,088,504$1,144,536 -13.9%30,8802.7%Medical
Mohawk Industries, Inc. stock logo
MHK
Mohawk Industries
$6,890,837$6,890,837 New Holding57,8432.6%Consumer Discretionary
Rapid7, Inc. stock logo
RPD
Rapid7
$6,502,013$6,502,013 New Holding161,6212.5%Computer and Technology
Golar LNG Limited stock logo
GLNG
Golar LNG
$6,368,441$25,863,701 -80.2%150,4832.4%Transportation
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$6,119,870$999,840 -14.0%325,5252.3%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$5,070,119$2,349,806 -31.7%37,7551.9%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,459,216$4,459,216 New Holding73,9261.7%Computer and Technology
ISHARES BITCOIN TRUST ETF
$0$89,632,605 -100.0%00.0%SHS BEN INT
Booking Holdings Inc. stock logo
BKNG
Booking
$0$44,201,987 -100.0%00.0%Retail/Wholesale
Fortinet, Inc. stock logo
FTNT
Fortinet
$0$38,153,437 -100.0%00.0%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$0$9,596,723 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data