Hedge Fund · CIK 0001353316
Jonathan Auerbach
Hound Partners
Jonathan Auerbach runs Hound Partners, a hedge fund overseeing $743.2M in disclosed equity holdings (SEC CIK 0001353316). The latest 13F filing (2025Q4) discloses 36 positions across 8 sectors, with the largest positions in CCL, PLTR and NVDA. On a mark-to-market basis the tracked portfolio has returned 28.3% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$743.22M
Positions
36
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$25M
Lifetime buys
$2.62B
Lifetime sells
$2.73B
Quarter activity
What changed in 2025Q4 — net new, added, trimmed, exited.
New positions12 names
- PLTRPALANTIR TECHNOLOGIES INC+543,000$96.5M
- METAMETA PLATFORMS INC+77,000$50.8M
- PATHUIPATH INC+1,337,900$21.9M
- FOXFOX CORP+305,071$19.8M
- CALMCAL MAINE FOODS INC+77,341$6.2M
- BELFABEL FUSE INC+37,640$5.7M
- UBERUBER TECHNOLOGIES INC+55,157$4.5M
- ALHALLIANCE LAUNDRY HLDGS INC+85,000$1.7M
- ANDGANDERSEN GROUP INC+60,000$1.6M
- NPNEPTUNE INS HLDGS INC+50,500$1.5M
- IVVISHARES TR+2,000$1.4M
- AEROGRUPO AEROMEXICO SAB DE CV+20,000$439K
Added to4 names
Trimmed14 names
- BIOBIO RAD LABS INC−60,695$18.4M
- GIIIG III APPAREL GROUP LTD−366,905$10.6M
- DGDOLLAR GEN CORP NEW−74,336$9.9M
- WDAYWORKDAY INC−29,818$6.4M
- CCLCARNIVAL CORP−157,766$4.8M
- KEXKIRBY CORP−33,064$3.6M
- ENTGENTEGRIS INC−40,813$3.4M
- ARWARROW ELECTRS INC−28,166$3.1M
- AMZNAMAZON COM INC−9,435$2.2M
- MTNVAIL RESORTS INC−15,890$2.1M
- MHKMOHAWK INDS INC−12,274$1.3M
- FISVFISERV INC−13,603$914K
- + 2 more…
Recent transactions
Last 20 moves
NEW
ALLIANCE LAUNDRY HLDGS INC
+85,000
~$20.35 · 2025Q4
2026-02-17
NEW
ISHARES TR
+2,000
~$684.94 · 2025Q4
2026-02-17
TRIM
G III APPAREL GROUP LTD
−366,905
~$28.96 · 2025Q4
2026-02-17
ADD
GOLAR LNG LTD
+46,709
~$37.21 · 2025Q4
2026-02-17
SOLD
GOLDMAN SACHS GROUP INC
−116,000
~$796.35 · 2025Q4
2026-02-17
SOLD
HCA HEALTHCARE INC
−18,265
~$426.20 · 2025Q4
2026-02-17
SOLD
LIBERTY MEDIA CORP DEL
−144,022
~$96.97 · 2025Q4
2026-02-17
ADD
NORWEGIAN CRUISE LINE HLDG L
+714,817
~$22.32 · 2025Q4
2026-02-17
ADD
NVIDIA CORPORATION
+2,318
~$186.50 · 2025Q4
2026-02-17
ADD
SHARPLINK GAMING INC
+894
~$8.94 · 2025Q4
2026-02-17
TRIM
VAIL RESORTS INC
−15,890
~$132.80 · 2025Q4
2026-02-17
NEW
GRUPO AEROMEXICO SAB DE CV
+20,000
~$21.96 · 2025Q4
2026-02-17
NEW
META PLATFORMS INC
+77,000
~$660.09 · 2025Q4
2026-02-17
NEW
NEPTUNE INS HLDGS INC
+50,500
~$29.16 · 2025Q4
2026-02-17