Hound Partners 13F, Q2 2026
Jonathan Auerbach · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1353316
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 32 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| NORWEGIAN CRUISE LINE HLDGS | $141.33M | 16.4% | +17% shares | |
| CARNIVAL CORP LTD | $127.19M | 14.7% | new | |
| META PLATFORMS INC | META | $101.96M | 11.8% | new |
| NVIDIA CORPORATION | NVDA | $97.23M | 11.3% | unchanged |
| GOLDMAN SACHS GROUP INC | GS | $63.72M | 7.4% | new |
| NEBIUS GROUP N.V. | $55.23M | 6.4% | new | |
| CRH PLC | $51.90M | 6.0% | new | |
| IREN LIMITED | $37.27M | 4.3% | new | |
| GOLAR LNG LTD | $22.39M | 2.6% | +32% shares | |
| AMAZON COM INC | AMZN | $20.60M | 2.4% | +5% shares |
| ENSIGN GROUP INC | ENSG | $20.57M | 2.4% | +130% shares |
| MICROSOFT CORP | MSFT | $19.05M | 2.2% | +8% shares |
| MOHAWK INDS INC | MHK | $16.24M | 1.9% | +34% shares |
| FOX CORP | FOX | $15.51M | 1.8% | +5% shares |
| LIBERTY LIVE HOLDINGS INC | LLYVA | $12.31M | 1.4% | +9% shares |
| CAL MAINE FOODS INC | CALM | $11.85M | 1.4% | -28% shares |
| BEL FUSE INC | BELFA | $8.17M | 0.9% | -19% shares |
| BBB FOODS INC | $7.26M | 0.8% | new | |
| UBER TECHNOLOGIES INC | UBER | $7.24M | 0.8% | +8% shares |
| BIO RAD LABS INC | BIO | $6.60M | 0.8% | -77% shares |
| DIGITAL RLTY TR INC | DLR | $6.29M | 0.7% | new |
| ANDERSEN GROUP INC | ANDG | $2.26M | 0.3% | unchanged |
| INVESCO EXCH TRADED FD TR II | QQQM | $1.97M | 0.2% | new |
| NEPTUNE INS HLDGS INC | NP | $1.59M | 0.2% | unchanged |
| CURBLINE PPTYS CORP | CURB | $1.52M | 0.2% | new |
What changed since Q1 2026
Against the Q1 2026 filing, Hound Partners opened 11 new positions, added to 9, trimmed 7, left 5 unchanged and exited 13. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- CARNIVAL CORP LTD$127.19M
- META$101.96M
- GS$63.72M
- NEBIUS GROUP N.V.$55.23M
- CRH PLC$51.90M
- IREN LIMITED$37.27M
- BBB FOODS INC$7.26M
- DLR$6.29M
and 3 more
Exited
- CCL1EURwas $116.84M
- PLTRwas $79.43M
- HOODwas $73.15M
- BRK/Bwas $49.60M
- SEwas $41.41M
- NFLXwas $27.35M
- MSwas $23.30M
- ARWwas $7.90M
and 5 more
Other quarters
Source: SEC Form 13F-HR, accession 0001353316-26-000004, filed by Hound Partners, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.