Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 27
- −79 vs. Q4 2021
- Portfolio value
- $1.54B
- −$159.3M (−9.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 827,528 | $343.6M | 22.3% | +34,504+4.4% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 712,771 | $146.3M | 9.5% | +67,072+10.4% | Added | – |
| KEXKirby Corp | COM | 2,012,316 | $145.3M | 9.4% | −211,574−9.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 456,424 | $140.7M | 9.1% | +138,879+43.7% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 1,012,285 | $83.9M | 5.4% | +146,427+16.9% | Added | – |
| HCAHCA Healthcare, Inc. | COM | 310,160 | $77.7M | 5.0% | −23,390−7.0% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 4,096,125 | $73.4M | 4.8% | +4,096,125 | New | History |
| GOOGAlphabet Inc. | Stock | 21,983 | $61.4M | 4.0% | +7,371+50.4% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 592,689 | $59.5M | 3.9% | +211,824+55.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 211,231 | $50.6M | 3.3% | +211,231 | New | History |
| METAMeta Platforms, Inc. | Stock | 214,078 | $47.6M | 3.1% | −15,740−6.8% | Reduced | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 2,415,697 | $43.9M | 2.9% | +2,415,697 | New | History |
| ROSTRoss Stores, Inc. | COM | 481,906 | $43.6M | 2.8% | −35,463−6.9% | Reduced | History |
| LPROOpen Lending Corp | COM | 2,163,021 | $40.9M | 2.7% | +1,205,237+125.8% | Added | History |
| RHRH | COM | 70,002 | $22.8M | 1.5% | +26,806+62.1% | Added | History |
| WWayfair Inc. | CL A | 186,715 | $20.7M | 1.3% | +22,052+13.4% | Added | History |
| Glass Houses Acquisition Cor37714P202 | UNIT 03/25/2028 | 2,000,000 | $19.8M | 1.3% | 00.0% | Unchanged | – |
| VAPOVapotherm Inc | COM | 1,423,198 | $19.8M | 1.3% | +20,211+1.4% | Added | History |
| STZConstellation Brands, Inc. | Stock | 79,283 | $18.3M | 1.2% | −122,761−60.8% | Reduced | History |
| Turquoise Hill Res Ltd900435207 | COM | 570,026 | $17.1M | 1.1% | +570,026 | New | – |
| Neogames S AL6673X107 | SHS | 990,307 | $15.3M | 1.0% | +242,918+32.5% | Added | – |
| HGVHilton Grand Vacations Inc. | COM | 285,748 | $14.9M | 1.0% | +285,748 | New | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 948,022 | $14.3M | 0.9% | −622,654−39.6% | Reduced | – |
| XYZBlock, Inc. | CL A | 71,034 | $9.63M | 0.6% | +71,034 | New | History |
| SDIGStronghold Digital Mining, Inc. | CLASS A COM | 1,365,944 | $7.99M | 0.5% | −248,681−15.4% | Reduced | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 83,656 | $1.26M | 0.1% | +83,656 | New | History |
| ALOTAstroNova, Inc. | COM | 45,495 | $588.0K | <0.1% | +45,495 | New | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (87)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| ZENZendesk, Inc. | COM | 654,423 | $68.3M | 4.0% | History |
| TDGTransDigm Group INC | COM | 80,568 | $51.3M | 3.0% | History |
| GDDYGoDaddy Inc. | CL A | 364,055 | $30.9M | 1.8% | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 1,237,992 | $25.4M | 1.5% | History |
| OPENOpendoor Technologies Inc. | COM | 573,074 | $8.37M | 0.5% | History |
| DALSDA32 Life Science Tech Acquisition Corp. | CLASS A COM | 750,000 | $7.36M | 0.4% | History |
| OKLOOklo Inc. | COM CL A | 400,000 | $3.94M | 0.2% | History |
| Fusion Acquisition Corp. II36118N201 | UNIT 02/29/2028 | 391,458 | $3.87M | 0.2% | – |
| Itiquira Acquisition CorpG49773123 | UNIT 02/03/2026 | 373,998 | $3.70M | 0.2% | – |
| Osiris Acquisition Corp.68829A202 | UNIT 99/99/9999 | 348,810 | $3.44M | 0.2% | – |
| Hudson Executive Inves III44376L206 | UNIT 02/22/2026 | 349,066 | $3.42M | 0.2% | – |
| HOODRobinhood Markets, Inc. | Stock | 175,000 | $3.11M | 0.2% | History |
| Catalyst Partnrs Acquisitn CG19550113 | UNIT 99/99/9999 | 298,980 | $2.99M | 0.2% | – |
| BCELAtreca, Inc. | CL A COM | 982,386 | $2.98M | 0.2% | History |
| Peridot Acquisition Corp. IIG7008B113 | UNIT 99/99/9999 | 299,406 | $2.97M | 0.2% | – |
| Fintech Evolution Acquis GroG3R19A112 | UNIT 99/99/9999 | 299,208 | $2.96M | 0.2% | – |
| Frontier Investment CorpG36816117 | UNIT 06/29/2026 | 300,000 | $2.95M | 0.2% | – |
| Fortress Value Acquisi Corp34964K207 | UNIT 03/31/2028 | 249,505 | $2.49M | 0.1% | – |
| BEEPMobile Infrastructure Corp | CLASS A ORD SHS | 249,150 | $2.48M | 0.1% | History |
| ScION Tech Growth IIG31070124 | UNIT 99/99/9999 | 249,333 | $2.47M | 0.1% | – |
| Skydeck Acquisition Corp.G82220107 | UNIT 05/13/2026 | 247,137 | $2.45M | 0.1% | – |
| Xpac Acquisition CorpG9831X114 | UNIT 07/27/2021 | 250,000 | $2.44M | 0.1% | – |
| Colombier Acquisition Corp19533H207 | UNIT 99/99/9999 | 219,252 | $2.15M | 0.1% | – |
| Tio Tech AG8T10C122 | UNIT 04/12/2028 | 199,360 | $1.98M | 0.1% | – |
| Valor Latitude Acquisitn CorG9460N114 | UNIT 04/02/2026 | 199,320 | $1.98M | 0.1% | – |
| Catcha Investment CorpG1962Y128 | UNIT 99/99/9999 | 199,466 | $1.98M | 0.1% | – |
| Tailwind Internatnal Acq CorG8662F127 | UNIT 99/99/9999 | 199,466 | $1.97M | 0.1% | – |
| Diamondhead Holdings Corp25278L204 | UNIT 01/21/2026 | 199,505 | $1.97M | 0.1% | – |
| Plum Acquisition Corp IG7134L100 | UNIT 03/15/2026 | 199,604 | $1.95M | 0.1% | – |
| H.I.G. Acquisition Corp.G44898107 | COM CL A | 199,472 | $1.95M | 0.1% | – |
| VAQCVector Acquisition Corp II | CL A SHS | 199,604 | $1.95M | 0.1% | History |
| Senior Connect Acquisitn Cor81723H108 | COM CL A | 200,000 | $1.95M | 0.1% | – |
| Peridot Acquisition Corp. IIG7008B105 | SHS CL A | 200,000 | $1.95M | 0.1% | – |
| TWOAtwo | COM CL A | 199,472 | $1.94M | 0.1% | History |
| Tortoiseecofin Acquisition CG8956E208 | UNIT 99/99/9999 | 191,690 | $1.91M | 0.1% | – |
| BGFVBig 5 Sporting Goods Corp | COM | 100,000 | $1.90M | 0.1% | History |
| Warburg Pincus Captal Corp IG9460M116 | UNIT 99/99/9999 | 181,574 | $1.81M | 0.1% | – |
| VRMVroom, Inc. | COM | 165,100 | $1.78M | 0.1% | History |
| Build Acquisition Corp12008J204 | UNIT 99/99/9999 | 180,132 | $1.78M | 0.1% | – |
| Mason Industrial Technolgy I57520Y205 | UNIT 99/99/9999 | 164,089 | $1.64M | 0.1% | – |
| Esm Acquisition CorporationG3195H120 | UNIT 99/99/9999 | 149,703 | $1.49M | 0.1% | – |
| Lead Edge Growth Oprtunts LTG54085124 | UNIT 04/01/2026 | 149,703 | $1.49M | 0.1% | – |
| AKLIAkili, Inc. | CLASS A ORD SHS | 150,000 | $1.49M | 0.1% | History |
| PROKProkidney Corp. | CLASS A ORD SHS | 150,000 | $1.49M | 0.1% | History |
| DNABSocial Capital Suvretta Holdings Corp. II | CLASS A ORD SHS | 150,000 | $1.48M | 0.1% | History |
| Supernova Partn Acq Co III LG8T90F110 | UNIT 99/99/9999 | 149,703 | $1.48M | 0.1% | – |
| Kismet Acquisition Two CorpG52807123 | UNIT 99/99/9999 | 149,600 | $1.48M | 0.1% | – |
| M3-Brigade Acquisition II Corp.553800202 | UNIT 99/99/9999 | 150,000 | $1.48M | 0.1% | – |
| DNADSocial Capital Suvretta Holdings Corp. IV | CLASS A ORD SHS | 150,000 | $1.47M | 0.1% | History |
| Kismet Acquisition Three CorG5276C128 | UNIT 99/99/9999 | 149,600 | $1.47M | 0.1% | – |
| Afternext Healthtech AcquisiG01109118 | UNIT 99/99/9999 | 146,505 | $1.45M | 0.1% | – |
| HIPOHippo Holdings Inc. | COMMON STOCK | 500,000 | $1.42M | 0.1% | History |
| Independence Holdings CorpG4761A119 | UNIT 03/02/2026 | 124,752 | $1.25M | 0.1% | – |
| One Equity Partners Open WTR68237L204 | UNIT 01/14/2026 | 124,381 | $1.23M | 0.1% | – |
| Rocket Internet GRWT Oprt CoG7613T111 | UNIT 99/99/9999 | 99,802 | $992.0K | 0.1% | – |
| RXR Acquisition Corp74981W206 | UNIT 01/01/2025 | 99,802 | $988.0K | 0.1% | – |
| Simon Property Grp Acq Holdi82880R202 | UNIT 99/99/9999 | 99,733 | $987.0K | 0.1% | – |
| Z-Work Acquisition Corp98880C201 | UNIT 99/99/9999 | 99,505 | $987.0K | 0.1% | – |
| D and Z Media Acquisition Co23305Q205 | UNIT 99/99/9999 | 99,505 | $986.0K | 0.1% | – |
| Hudson Executive Invs Corp I443760202 | UNIT 01/31/2027 | 99,505 | $985.0K | 0.1% | – |
| Slam Corp.G8210L113 | UNIT 99/99/9999 | 99,733 | $984.0K | 0.1% | – |
| Finserv Acquisition Corp. II31809Y202 | UNIT 02/17/2026 | 99,733 | $983.0K | 0.1% | – |
| Science Strategic Acq Alpha808641203 | UNIT 01/20/2026 | 99,505 | $983.0K | 0.1% | – |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 99,736 | $982.0K | 0.1% | – |
| SunPower Inc.G3663X102 | UNIT 99/99/9999 | 99,733 | $979.0K | 0.1% | – |
| L Catterton Asia AcquisitionG5346G109 | UNIT 03/11/2026 | 97,802 | $970.0K | 0.1% | – |
| RMG Acquisition Corp IIIG76088114 | UNIT 02/08/2026 | 74,800 | $744.0K | <0.1% | – |
| Atlas Crest Investment Corp049287204 | UNIT 99/99/9999 | 74,633 | $741.0K | <0.1% | – |
| Tech and Energy Transition87823R201 | UNIT 03/31/2028 | 74,802 | $741.0K | <0.1% | – |
| TPG Pace Beneficial II CorpG89826104 | COMMON STOCK | 74,760 | $733.0K | <0.1% | – |
| Big Sky Growth Partners, Inc.08954L201 | UNIT 04/01/2026 | 74,760 | $732.0K | <0.1% | – |
| Interprivate IV Infratech PR46064T201 | UNIT 03/05/2026 | 69,861 | $688.0K | <0.1% | – |
| ABGIABG Acquisition Corp. I | CL A SHS | 69,813 | $683.0K | <0.1% | History |
| Colicity Inc194170205 | UNIT 02/24/2026 | 49,867 | $496.0K | <0.1% | – |
| LDH Growth Corp IG54094118 | UNIT 03/17/2026 | 49,901 | $496.0K | <0.1% | – |
| Northern Star Invest Corp II66574L209 | UNIT 02/25/2028 | 49,868 | $495.0K | <0.1% | – |
| Northern Star Invest Corp IV66575B200 | UNIT 02/25/2028 | 49,868 | $494.0K | <0.1% | – |
| Pivotal Investment Corp III72582M205 | UNIT 01/28/2028 | 49,867 | $494.0K | <0.1% | – |
| Revolution Healthcar Aq Corp76155Y207 | UNIT 03/18/20266 | 49,901 | $494.0K | <0.1% | – |
| Lazard Growth Acquisition CoG54035129 | UNIT 99/99/9999 | 49,867 | $494.0K | <0.1% | – |
| Advanced Merger Partners Inc00777J208 | UNIT 99/99/9999 | 49,868 | $493.0K | <0.1% | – |
| Altimar Acquisition Corp. IIIG0370U124 | UNIT 99/99/9999 | 49,901 | $493.0K | <0.1% | – |
| Colonnade Acquisition Corp IG2284B127 | UNIT 99/99/9999 | 49,901 | $493.0K | <0.1% | – |
| Stratim Cloud Acquisition Corp.86309R206 | UNIT 03/05/2026 | 49,901 | $491.0K | <0.1% | – |
| ARYEARYA Sciences Acquisition Corp V | CLASS A ORD SHS | 50,000 | $485.0K | <0.1% | History |
| H.I.G. Acquisition Corp.G44898123 | *W EXP 99/99/999 | 197,245 | $138.0K | <0.1% | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 728 | $110.0K | <0.1% | History |