Hound Partners' Q2 2026 Investment Activity: Major Buys in Cruise Lines, Tech Stocks
As of June 30, 2026, Hound Partners held a portfolio value of $671 million. The period saw significant purchases and some exits.
According to the latest filing from Hound Partners Llc, their investment strategy during Q2 2026 resulted in a portfolio value of $671 million as of June 30th.
The investor demonstrated strong buying activity, notably increasing positions in several key holdings. They significantly boosted their stake in NORWEGIAN CRUISE LINE HLDGS (NCLH) by acquiring an additional 981,683 shares, representing a nearly 17% increase. Similarly, they added over half a million shares of GOLDMAN SACHS GROUP INC (GS), doubling their holdings.
Other substantial purchases were observed in CRH PLC (CRH) and NEBIUS GROUP N.V. (NBIS). The investor acquired 485,000 shares of CRH, a 100% increase from the previous period, and purchased an additional 200,000 shares of NBIS, also doubling their position.
Furthermore, Hound Partners initiated new positions in several companies during this quarter. They added significant stakes to META PLATFORMS INC (META), acquiring 104,000 shares, and increased their position in NVIDIA CORPORATION (NVDA) by a small number of shares (-8,388). New additions also included positions in UBER TECHNOLOGIES INC (UBER), BEL FUSE INC (BELFA), and several other stocks listed.
Conversely, the investor disposed of some holdings entirely during Q2 2026. The most notable exit was from BIO RAD LABS INC (BIO), where they sold all shares held previously (-75,243 shares or -77% change). Another significant sale occurred in CAL MAINE FOODS INC (CALM), reducing their stake by 56,765 shares (-27.85%).
In summary, Hound Partners' portfolio saw a mix of concentrated buying in established and growth sectors during Q2 2026, alongside the complete disposal of two positions.