Jonathan Auerbach – Hound Partners LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 35
- Portfolio value:
- $799,422,000
- Filed:
- May 15, 2026
- Style:
- Tiger Cub / Long-Short
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 15, 2611 new8 added5 reduced13 exited | ||||
| ≡ | META – META PLATFORMS INC | Sell | −77,000 | −6.84 |
| ≡ | ICLR – ICON PLC | Sell | −75,000 | −1.84 |
| ≡ | ENTG – ENTEGRIS INC | Sell | −159,450 | −1.81 |
| ≡ | ONON – ON HLDG AG | Sell | −250,000 | −1.56 |
| ≡ | KEX – KIRBY CORP | Sell | −99,767 | −1.48 |
| ≡ | GLNG – GOLAR LNG LTD | Reduce 52.00% | −365,795 | −1.23 |
| ≡ | ARW – ARROW ELECTRS INC | Reduce 59.00% | −80,596 | −1.02 |
| ≡ | WDAY – WORKDAY INC | Sell | −32,584 | −0.94 |
| ≡ | DG – DOLLAR GEN CORP NEW | Sell | −47,228 | −0.84 |
| ≡ | FISV – FISERV INC | Sell | −65,509 | −0.59 |
| ≡ | MTN – VAIL RESORTS INC | Reduce 35.00% | −20,806 | −0.44 |
| ≡ | WBI – WATERBRIDGE INFRASTRUCTURE L | Sell | −100,000 | −0.27 |
| ≡ | ETHB – ISHARES TR | Sell | −2,000 | −0.18 |
| ≡ | MIAX – MIAMI INTL HLDGS INC | Sell | −25,000 | −0.15 |
| ≡ | SBET – SHARPLINK GAMING INC | Sell | −119,684 | −0.14 |
| ≡ | ENSG – ENSIGN GROUP INC | Reduce 15.00% | −9,592 | −0.13 |
| ≡ | AMBQ – AMBIQ MICRO INC | Sell | −20,000 | −0.08 |
| ≡ | BELFA – BEL FUSE INC | Reduce 8.00% | −2,826 | 0.02 |