HOUND PARTNERS LLC
Q1 2026 Form 13-F

NEW YORK, NEW YORK
CIK 0001353316 · CRD 155551 · SEC-registered investment adviser
Consolidated report · includes 2 managers since Q2 2013
$799.4M Reported Value Total

HOUND PARTNERS reports 10 total accounts under management (AUM). There are 10 discretionary accounts valued at $4,976,933,673, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Firm Brochure (Part 2A)
Private funds (Form ADV)
8 funds · $7.6B gross asset value
Hedge Fund: $7.6B
Source: Form ADV filed 2026-07-15
Reported value
$799.4M
Quarter over quarter
-11.7%
Holdings
34
Top-10 concentration
79.0%

Filing Structure

Reports holdings for

  • Hound Partners Long Master, LP (not a 13F filer in our records) · File #028-16134 · Q1 2014 – Q2 2021
  • Hound Partners Concentrated Master, LP (not a 13F filer in our records) · File #028-16135 · Q1 2014 – Q1 2021

Key People

Form ADV owners & control persons
Jonathan A G Auerbach
MANAGING MEMBER
Douglas Edward Marks
CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER
Q4 2025
Q2 2026
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q1 2026 13F filing summary

Period of report March 31, 2026
Filed May 15, 2026
Form 13F-HR
Reported value $799.4M
Positions 34
Change in reported value +7.6%
New positions 11
Exited positions 13
Position turnover 51.1%
Top-10 concentration 79.0%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
 32 $862.9M
Q1 2026 13F
Filed May 15, 2026
 34 $799.4M
Q4 2025 13F
Filed Feb 17, 2026
 36 $743.2M
Q3 2025 13F
Filed Nov 14, 2025
 30 $778.6M
Q2 2025 13F
Filed Aug 14, 2025
 28 $739.9M
Q1 2025 13F
Filed May 15, 2025
 17 $504.3M
Q4 2024 13F
Filed Feb 14, 2025
 18 $260.5M
Q3 2024 13F
Filed Nov 14, 2024
 17 $399.5M
Q2 2024 13F
Filed Aug 14, 2024
 16 $498.6M
Q1 2024 13F
Filed May 15, 2024
 15 $335.5M
Q4 2023 13F
Filed Feb 14, 2024
 12 $320.9M
Q3 2023 13F
Filed Nov 14, 2023
 18 $451.1M
Q2 2023 13F
Filed Aug 14, 2023
 16 $440.7M
Q1 2023 13F
Filed May 15, 2023
 14 $397.2M
Q4 2022 13F
Filed Feb 14, 2023
 13 $338.2M
Q3 2022 13F
Filed Nov 14, 2022
 16 $526.7M
Q2 2022 13F
Filed Aug 15, 2022
 24 $1.2B
Q1 2022 13F
Filed May 13, 2022
 27 $1.5B
Q4 2021 13F
Filed Feb 14, 2022
 106 $1.8B
Q3 2021 13F
Filed Nov 15, 2021
 206 $1.9B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q1 2026

# Holding Reported value % of portfolio
1 CCL CARNIVAL CORP $116.8M 14.62%
2 NCLH NORWEGIAN CRUISE LINE HLDGS $106.8M 13.36%
3 NVDA NVIDIA CORPORATION $86.2M 10.78%
4 PLTR PALANTIR TECHNOLOGIES INC $79.4M 9.94%
5 HOOD ROBINHOOD MKTS INC $73.1M 9.15%
6 BRK-B BERKSHIRE HATHAWAY INC DEL $49.6M 6.2%
7 SE SEA LTD $41.4M 5.18%
8 NFLX NETFLIX INC. $27.4M 3.42%
9 BIO BIO RAD LABS INC $27.2M 3.41%
10 MS MORGAN STANLEY $23.3M 2.91%
11 GLNG GOLAR LNG LTD $18.4M 2.3%
12 MSFT MICROSOFT CORP $17.5M 2.19%
13 AMZN AMAZON COM INC $17.1M 2.14%
14 FOX FOX CORP $16.7M 2.09%
15 CALM CAL MAINE FOODS INC $16.1M 2.02%
16 ENSG ENSIGN GROUP INC $11.2M 1.4%
17 LLYVB LIBERTY LIVE HOLDINGS INC $10.3M 1.28%
18 MHK MOHAWK INDS INC $9.9M 1.23%
19 ARW ARROW ELECTRS INC $7.9M 0.99%
20 PATH C UIPATH INC $7.1M 0.89%

Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.

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