Jonathan Auerbach
Hound Partners · SEC CIK 1353316
Long/short with a value spine.
This filing is 158 days old. Hound Partners keeps roughly 81% of its positions in a typical quarter, so about 69% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 32 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| NORWEGIAN CRUISE LINE HLDGS | $141.33M | 16.4% | n/a | |
| CARNIVAL CORP LTD | $127.19M | 14.7% | n/a | |
| META PLATFORMS INC | META | $101.96M | 11.8% | n/a |
| NVIDIA CORPORATION | NVDA | $97.23M | 11.3% | |
| GOLDMAN SACHS GROUP INC | GS | $63.72M | 7.4% | n/a |
| NEBIUS GROUP N.V. | $55.23M | 6.4% | n/a | |
| CRH PLC | $51.90M | 6.0% | n/a | |
| IREN LIMITED | $37.27M | 4.3% | n/a | |
| GOLAR LNG LTD | $22.39M | 2.6% | n/a | |
| AMAZON COM INC | AMZN | $20.60M | 2.4% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest new position was META, now $101.96M; the largest trim was CALM (shares down 28%); CCL1EUR, PLTR, HOOD no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Jonathan Auerbach's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Hound Partners are NORWEGIAN CRUISE LINE HLDGS (16.4% of the book), CARNIVAL CORP LTD (14.7% of the book), META (11.8% of the book).
How big is Hound Partners's portfolio?
The latest 13F reports $862.89M across 32 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Jonathan Auerbach still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Hound Partners's own filing history, the fund keeps roughly 81% of positions in a typical quarter, so at 158 days since the period end roughly 69% of this book is likely intact. The snapshot half-life for this fund is about 292 days.
What did Jonathan Auerbach buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest new position was META, now $101.96M; the largest trim was CALM (shares down 28%); CCL1EUR, PLTR, HOOD no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Hound Partners, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.