Hound Partners, LLC

Jonathan Auerbach

Last 4 years copying the filings

$100 would be $223

+123% across 17 filings, buying each one the day it became public. Best quarter +26.7%, worst -11.1%.

All time

+451% since Aug 2013

Fund size $863M today

Aug 2022 to Aug 2026, at least 86% of the book priced each quarter. Not audited fund performance. What this covers

Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.

Added to Norwegian Cruise Line and trimmed Nvidia in Q2 2026.

$862.9M in this filing32 positionstop 10 = 83%

Holdings are from Jun 30, 2026, not today. Filed Aug 14, 2026. Next filing due ~Nov 14, 2026 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings32 positions - $862.9M

1NCLHNorwegian Cruise Line Hldg16.38%
$141.3M - 6.7M shares+982K
2CCLCarnival Corp LTD14.74%
$127.2M - 4.5M sharesNEW
3METAMeta Platforms Inc11.82%
$102.0M - 181K sharesNEW

#	Stock					At filing	Now	Market cap	P/E
1	NCLHNorwegian Cruise Line Hldg	16.38%	$141.3M	6.7M	+982K	$21.11	$19.01 -9.9%	$8.7B	11.5
2	CCLCarnival Corp LTD	14.74%	$127.2M	4.5M	NEW	$28.57	$28.12 -1.6%	$38.5B	12.8
3	METAMeta Platforms Inc	11.82%	$102.0M	181K	NEW	$563.29	$589.85 +4.7%	$1.50T	22.2

29 more on a paid plan

Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.

Unlock all 29 holdings

What is missing

This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.