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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Jonathan Auerbach – Hound Partners LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
32
Portfolio value:
$862,891,000
Filed:
Aug 14, 2026
Style:
Tiger Cub / Long-Short
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2611 new9 added7 reduced14 exited
≡CCL – CARNIVAL CORP LTDBuy4,452,02214.74
≡META – META PLATFORMS INCBuy181,00011.82
≡GS – GOLDMAN SACHS GROUP INCBuy63,0007.38
≡NBIS – NEBIUS GROUP N.V.Buy200,0006.40
≡CRH – CRH PLCBuy485,0006.01
≡IREN – IREN LIMITEDBuy815,0004.32
≡NCLH – NORWEGIAN CRUISE LINE HLDGSAdd 17.18%981,6833.01
≡ENSG – ENSIGN GROUP INCAdd 130.43%72,6240.98
≡TBBB – BBB FOODS INCBuy174,2420.84
≡DLR – DIGITAL RLTY TR INCBuy35,0000.73
≡MHK – MOHAWK INDS INCAdd 33.57%33,6420.65
≡GLNG – GOLAR LNG LTDAdd 32.24%109,5090.30
≡FOX – FOX CORPAdd 5.40%16,951−0.29
≡AMZN – AMAZON COM INCAdd 5.27%4,3250.25
≡QQQM – INVESCO EXCH TRADED FD TR IIBuy6,5000.23
≡CURB – CURBLINE PPTYS CORPBuy50,0000.18
≡LLYVA – LIBERTY LIVE HOLDINGS INCAdd 8.52%9,5480.14
≡YSWY – YESWAY INCBuy26,0000.06
≡MSFT – MICROSOFT CORPAdd 8.02%3,7910.02
≡UBER – UBER TECHNOLOGIES INCAdd 8.20%7,5970.00
Q1 2026filed May 15, 2611 new8 added6 reduced13 exited
≡HOOD – ROBINHOOD MKTS INCBuy1,055,5559.15
≡BRK.B – BERKSHIRE HATHAWAY INC DELBuy103,5006.20
≡NFLX – NETFLIX INC.Buy284,5003.42
≡MS – MORGAN STANLEYBuy
Q4 2025filed Feb 17, 2612 new2 added12 reduced5 exited
≡PLTR – PALANTIR TECHNOLOGIES INCBuy543,00012.99
≡META – META PLATFORMS INCBuy77,0006.84
≡PATHCALL – UIPATH INCBuy1,337,9002.95
≡FOX
Q3 2025filed Nov 14, 257 new4 added9 reduced5 exited
≡GS – GOLDMAN SACHS GROUP INCAdd 45.00%36,0004.21
≡ENSG – ENSIGN GROUP INCBuy69,8011.55
≡KEX – KIRBY CORPBuy132,8311.42
≡GIII – G III APPAREL GROUP LTDAdd 279.97%352,869
Q2 2025filed Aug 14, 2511 new5 added12 reduced
≡SE – SEA LTDBuy500,00010.81
≡GS – GOLDMAN SACHS GROUP INCBuy80,0007.65
≡AAPL – APPLE INCBuy123,0003.41
≡ONON – ON HLDG AGBuy250,000
Q1 2025filed May 15, 253 new7 added3 reduced5 exited
≡NCLH – NORWEGIAN CRUISE LINE HLDG LBuy3,968,93014.92
≡CUKPF – CARNIVAL CORPBuy3,787,93714.67
≡EXPE – EXPEDIA GROUP INCBuy422,79714.09
≡NVDA – NVIDIA CORPORATIONAdd 1808.72%
Q4 2024filed Feb 14, 256 new2 added10 reduced4 exited
≡ACHRCALL – ARCHER AVIATION INCBuy5,372,90020.11
≡ARW – ARROW ELECTRS INCBuy140,4836.10
≡ENTG – ENTEGRIS INCAdd 138.35%111,7855.05
≡LIBERTY MEDIA CORP DEL
Q3 2024filed Nov 14, 243 new5 added8 reduced2 exited
≡DG – DOLLAR GEN CORP NEWBuy262,2635.55
≡MSFT – MICROSOFT CORPAdd 80.77%39,3815.12
≡WDAY – WORKDAY INCAdd 218.72%56,0003.84
≡AMZN – AMAZON COM INCAdd 131.45%62,490
Q2 2024filed Aug 14, 245 new3 added8 reduced4 exited
≡FTNT – FORTINET INCBuy2,407,86329.10
≡BKNG – BOOKING HOLDINGS INCAdd 521.01%14,33310.60
≡IBIT – ISHARES BITCOIN TRAdd 310.40%1,908,5759.86
≡MTN – VAIL RESORTS INCBuy
Q1 2024filed May 15, 244 new4 added5 reduced1 exited
≡IBIT – ISHARES BITCOIN TRBuy614,8817.42
≡WSC – WILLSCOT MOBIL MINI HLDNG COBuy380,0225.27
≡GLNG – GOLAR LNG LTDAdd 33.45%472,9703.40
≡FISV – FISERV INCBuy
Q4 2023filed Feb 14, 241 new3 added5 reduced7 exited
≡BIO – BIO RAD LABS INCAdd 22.28%47,6829.32
≡KEX – KIRBY CORPAdd 152.13%245,8977.00
≡HCA – HCA HEALTHCARE INCAdd 19.02%26,9066.49
≡CALM – CAL MAINE FOODS INCBuy326,007
Q3 2023filed Nov 14, 234 new3 added3 reduced2 exited
≡QQQ – INVESCO QQQ TRAdd 84.87%102,6047.62
≡VPU – VANGUARD WORLD FDSAdd 149.43%222,0585.69
≡HCA – HCA HEALTHCARE INCAdd 128.00%79,4213.44
≡ENTG – ENTEGRIS INCBuy116,158
141,570
2.91
≡NCLH – NORWEGIAN CRUISE LINE HLDGSAdd 50.03%1,905,2031.93
≡BIO – BIO RAD LABS INCAdd 125.86%54,4561.64
≡LLYVA – LIBERTY LIVE HOLDINGS INCBuy112,0491.28
≡CALM – CAL MAINE FOODS INCAdd 163.57%126,5101.19
≡AMZN – AMAZON COM INCAdd 80.73%36,6790.73
≡FPS – FORGENT POWER SOLUTIONS INCBuy100,0000.37
≡MHK – MOHAWK INDS INCAdd 69.50%41,0950.36
≡UBER – UBER TECHNOLOGIES INCAdd 68.06%37,5410.23
≡BOBS – BOBS DISC FURNITURE INCBuy122,0000.18
≡UNH – UNITEDHEALTH GROUP INCBuy4,5800.15
≡ELV – ELEVANCE HEALTH INC FORMERLYBuy3,9350.14
≡HUM – HUMANA INCBuy6,1870.13
≡CUKPF – CARNIVAL CORPAdd 27.93%985,7720.11
≡MSFT – MICROSOFT CORPAdd 37.62%12,922−0.05
≡OFRM – ONCE UPON A FARM PBCBuy20,0000.04
– FOX CORP
Buy
305,071
2.67
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 23.11%714,8171.65
≡CALM – CAL MAINE FOODS INCBuy77,3410.83
≡BELFA – BEL FUSE INCBuy37,6400.77
≡UBER – UBER TECHNOLOGIES INCBuy55,1570.61
≡ALH – ALLIANCE LAUNDRY HLDGS INCBuy85,0000.23
≡ANDG – ANDERSEN GROUP INCBuy60,0000.21
≡NP – NEPTUNE INS HLDGS INCBuy50,5000.20
≡IVV – ISHARES TRBuy2,0000.18
≡GLNG – GOLAR LNG LTDAdd 7.09%46,7090.11
≡AERO – GRUPO AEROMEXICO SAB DE CVBuy20,0000.06
1.26
≡NTSK – NETSKOPE INCBuy206,5000.60
≡FISV – FISERV INCAdd 137.15%45,7530.53
≡CUKPF – CARNIVAL CORPAdd 5.70%198,8500.43
≡WBI – WATERBRIDGE INFRASTRUCTURE LBuy100,0000.32
≡SBET – SHARPLINK GAMING INCBuy118,7900.26
≡MIAX – MIAMI INTL HLDGS INCBuy25,0000.13
≡AMBQ – AMBIQ MICRO INCBuy20,0000.08
1.76
≡ICLR – ICON PLCBuy75,0001.47
≡LIBERTY MEDIA CORP DELAdd 84.74%100,5430.80
≡FISV – FISERV INCBuy33,3590.78
≡ENTG – ENTEGRIS INCAdd 33.27%76,820−0.65
≡UNH – UNITEDHEALTH GROUP INCBuy13,4370.57
≡GIII – G III APPAREL GROUP LTDBuy126,0400.38
≡TTAN – SERVICETITAN INCBuy20,0000.29
≡GLNG – GOLAR LNG LTDAdd 28.73%145,872−0.19
≡MHK – MOHAWK INDS INCAdd 82.04%46,4610.18
≡ONESTREAM INCBuy30,0000.11
≡ASIC – ATEGRITY SPECIALTY IN CO HOBuy10,0000.03
≡MTN – VAIL RESORTS INCAdd 48.86%24,477−0.01
682,881
13.54
≡ENTG – ENTEGRIS INCAdd 19.91%38,335−3.32
≡ARW – ARROW ELECTRS INCAdd 28.29%39,748−2.39
≡BIO – BIO RAD LABS INCAdd 242.83%142,9252.32
≡WDAY – WORKDAY INCAdd 40.82%20,321−1.68
≡GLNG – GOLAR LNG LTDAdd 237.40%357,2401.38
≡LIBERTY MEDIA CORP DELAdd 13.41%14,029−1.13
Buy
104,622
2.73
≡MHK – MOHAWK INDS INCBuy57,8432.65
≡HCA – HCA HEALTHCARE INCAdd 130.00%20,4262.57
≡RPD – RAPID7 INCBuy161,6212.50
≡UBER – UBER TECHNOLOGIES INCBuy73,9261.71
3.29
≡ENTG – ENTEGRIS INCBuy80,7972.28
≡V – VISA INCAdd 48.45%19,7682.02
≡NVDA – NVIDIA CORPORATIONBuy55,2531.68
≡ARWR – ARROWHEAD PHARMACEUTICALS INAdd 40.30%108,7790.43
69,060
2.49
≡V – VISA INCBuy40,8052.15
≡AMZN – AMAZON COM INCBuy47,5381.84
≡ARWR – ARROWHEAD PHARMACEUTICALS INBuy269,9291.41
≡FISV – FISERV INCAdd 59.06%37,576−0.01
63,627
3.03
≡BKNG – BOOKING HOLDINGS INCBuy2,7512.97
≡WDAY – WORKDAY INCAdd 62.86%27,5662.03
≡MHK – MOHAWK INDS INCAdd 9.86%10,6971.15
≡DHR – DANAHER CORPORATIONAdd 10.71%4,5450.44
5.83
2.42
≡DHR – DANAHER CORPORATIONBuy40,8252.25
≡MHK – MOHAWK INDS INCBuy104,1991.98
≡FTCI – FTC SOLAR INCBuy609,7560.17