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
Recent SEC filings · past 3 months
| Filed | Form | Subject / period | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Quarter ending Jun 30, 2026 | SEC |
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | NORWEGIAN CRUISE LINE HLDGS | $141.3M | 16.4% | 6,694,773 |
| 2 | CARNIVAL CORP LTD | $127.2M | 14.7% | 4,452,022 |
| 3 | META PLATFORMS INC | $102.0M | 11.8% | 181,000 |
| 4 | NVIDIA CORPORATION | $97.2M | 11.3% | 485,926 |
| 5 | GOLDMAN SACHS GROUP INC | $63.7M | 7.4% | 63,000 |
| 6 | NEBIUS GROUP N.V. | $55.2M | 6.4% | 200,000 |
| 7 | CRH PLC | $51.9M | 6.0% | 485,000 |
| 8 | IREN LIMITED | $37.3M | 4.3% | 815,000 |
| 9 | GOLAR LNG LTD | $22.4M | 2.6% | 449,174 |
| 10 | AMAZON COM INC | $20.6M | 2.4% | 86,440 |
| 11 | ENSIGN GROUP INC | $20.6M | 2.4% | 128,305 |
| 12 | MICROSOFT CORP | $19.0M | 2.2% | 51,058 |
| 13 | MOHAWK INDS INC | $16.2M | 1.9% | 133,868 |
| 14 | FOX CORP | $15.5M | 1.8% | 331,136 |
| 15 | LIBERTY LIVE HOLDINGS INC | $12.3M | 1.4% | 121,597 |
| 16 | CAL MAINE FOODS INC | $11.8M | 1.4% | 147,086 |
| 17 | BEL FUSE INC | $8.2M | 0.9% | 28,048 |
| 18 | BBB FOODS INC | $7.3M | 0.8% | 174,242 |
| 19 | UBER TECHNOLOGIES INC | $7.2M | 0.8% | 100,295 |
| 20 | BIO RAD LABS INC | $6.6M | 0.8% | 22,481 |
| 21 | DIGITAL RLTY TR INC | $6.3M | 0.7% | 35,000 |
| 22 | ANDERSEN GROUP INC | $2.3M | 0.3% | 60,000 |
| 23 | INVESCO EXCH TRADED FD TR II | $2.0M | 0.2% | 6,500 |
| 24 | NEPTUNE INS HLDGS INC | $1.6M | 0.2% | 50,500 |
| 25 | CURBLINE PPTYS CORP | $1.5M | 0.2% | 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 buys (11)
- CARNIVAL CORP LTD$127.2M
- 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 to (9)
- 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
Trimmed (8)
- 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
Exited (14)
- CARNIVAL CORP$116.8M
- 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
- NETSKOPE INC$1.8M
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.