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What Jonathan Auerbach last reported owning

Hound Partners

Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $862.9M across 32 positions · view on SEC EDGAR

Top holdings

From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.

#HoldingValue% of bookShares
1NORWEGIAN CRUISE LINE HLDGS$141.3M16.4%6,694,773
2CARNIVAL CORP LTD$127.2M14.7%4,452,022
3META PLATFORMS INC$102.0M11.8%181,000
4NVIDIA CORPORATION$97.2M11.3%485,926
5GOLDMAN SACHS GROUP INC$63.7M7.4%63,000
6NEBIUS GROUP N.V.$55.2M6.4%200,000
7CRH PLC$51.9M6.0%485,000
8IREN LIMITED$37.3M4.3%815,000
9GOLAR LNG LTD$22.4M2.6%449,174
10AMAZON COM INC$20.6M2.4%86,440
11ENSIGN GROUP INC$20.6M2.4%128,305
12MICROSOFT CORP$19.0M2.2%51,058
13MOHAWK INDS INC$16.2M1.9%133,868
14FOX CORP$15.5M1.8%331,136
15LIBERTY LIVE HOLDINGS INC$12.3M1.4%121,597
16CAL MAINE FOODS INC$11.8M1.4%147,086
17BEL FUSE INC$8.2M0.9%28,048
18BBB FOODS INC$7.3M0.8%174,242
19UBER TECHNOLOGIES INC$7.2M0.8%100,295
20BIO RAD LABS INC$6.6M0.8%22,481
21DIGITAL RLTY TR INC$6.3M0.7%35,000
22ANDERSEN GROUP INC$2.3M0.3%60,000
23INVESCO EXCH TRADED FD TR II$2.0M0.2%6,500
24NEPTUNE INS HLDGS INC$1.6M0.2%50,500
25CURBLINE PPTYS CORP$1.5M0.2%50,000

Showing top 25 of 32 reported positions. Put/Call tags mark options positions.

Latest-quarter moves

From the most recent 13F vs. the prior quarter

New buys10
  • META PLATFORMS INC$102.0M
  • GOLDMAN SACHS GROUP INC$63.7M
  • NEBIUS GROUP N.V.$55.2M
  • CRH PLC$51.9M
  • IREN LIMITED$37.3M
  • BBB FOODS INC$7.3M
  • DIGITAL RLTY TR INC$6.3M
  • INVESCO EXCH TRADED FD TR II$2.0M
  • CURBLINE PPTYS CORP$1.5M
  • YESWAY INC$528K
Added to9
  • NORWEGIAN CRUISE LINE HLDGS$141.3M
  • GOLAR LNG LTD$22.4M
  • AMAZON COM INC$20.6M
  • ENSIGN GROUP INC$20.6M
  • MICROSOFT CORP$19.0M
  • MOHAWK INDS INC$16.2M
  • FOX CORP$15.5M
  • LIBERTY LIVE HOLDINGS INC$12.3M
  • UBER TECHNOLOGIES INC$7.2M
Trimmed9
  • CARNIVAL CORP LTD$127.2M
  • NVIDIA CORPORATION$97.2M
  • CAL MAINE FOODS INC$11.8M
  • BEL FUSE INC$8.2M
  • BIO RAD LABS INC$6.6M
  • UNITEDHEALTH GROUP INC$1.3M
  • BOBS DISC FURNITURE INC$1.1M
  • HUMANA INC$983K
  • ELEVANCE HEALTH INC FORMERLY$949K
Exited13
  • PALANTIR TECHNOLOGIES INC$79.4M
  • ROBINHOOD MKTS INC$73.1M
  • BERKSHIRE HATHAWAY INC DEL$49.6M
  • SEA LTD$41.4M
  • NETFLIX INC.$27.4M
  • MORGAN STANLEY$23.3M
  • ARROW ELECTRS INC$7.9M
  • UIPATH INC (Call)$7.1M
  • VAIL RESORTS INC$5.0M
  • G III APPAREL GROUP LTD$3.2M
  • FORGENT POWER SOLUTIONS INC$2.9M
  • ALLIANCE LAUNDRY HLDGS INC$1.8M
+1 more

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Questions people ask

What did Jonathan Auerbach's Hound Partners own in its latest 13F?

The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 32 positions worth $862.9M. The largest was NORWEGIAN CRUISE LINE HLDGS at $141.3M, 16.4% of the reported portfolio.

When did Hound Partners last file a 13F?

On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.

What did Jonathan Auerbach's Hound Partners buy and sell last quarter?

Compared with the prior 13F, the latest filing shows 10 new positions, 9 positions added to, 9 trimmed and 13 sold out entirely. Each is listed above with its size.

Does this page show everything Hound Partners owns?

No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.

Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.