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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.

Institution overview
Positions
27
−79 vs. Q4 2021
Portfolio value
$1.54B
−$159.3M (−9.4%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Hound Partners, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF827,528$343.6M22.3%+34,504+4.4%Added–
iShares Russell 2000 ETF464287655ETF712,771$146.3M9.5%+67,072+10.4%Added–
KEXKirby CorpCOM2,012,316$145.3M9.4%−211,574−9.5%ReducedHistory
MSFTMicrosoft CorpStock456,424$140.7M9.1%+138,879+43.7%AddedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,012,285$83.9M5.4%+146,427+16.9%Added–
HCAHCA Healthcare, Inc.COM310,160$77.7M5.0%−23,390−7.0%ReducedHistory
FRSHFreshworks Inc.Stock4,096,125$73.4M4.8%+4,096,125NewHistory
GOOGAlphabet Inc.Stock21,983$61.4M4.0%+7,371+50.4%AddedHistory
FISFidelity National Information Services, Inc.Stock592,689$59.5M3.9%+211,824+55.6%AddedHistory
WDAYWorkday, Inc.CL A211,231$50.6M3.3%+211,231NewHistory
METAMeta Platforms, Inc.Stock214,078$47.6M3.1%−15,740−6.8%ReducedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 102,415,697$43.9M2.9%+2,415,697NewHistory
ROSTRoss Stores, Inc.COM481,906$43.6M2.8%−35,463−6.9%ReducedHistory
LPROOpen Lending CorpCOM2,163,021$40.9M2.7%+1,205,237+125.8%AddedHistory
RHRHCOM70,002$22.8M1.5%+26,806+62.1%AddedHistory
WWayfair Inc.CL A186,715$20.7M1.3%+22,052+13.4%AddedHistory
Glass Houses Acquisition Cor37714P202UNIT 03/25/20282,000,000$19.8M1.3%00.0%Unchanged–
VAPOVapotherm IncCOM1,423,198$19.8M1.3%+20,211+1.4%AddedHistory
STZConstellation Brands, Inc.Stock79,283$18.3M1.2%−122,761−60.8%ReducedHistory
Turquoise Hill Res Ltd900435207COM570,026$17.1M1.1%+570,026New–
Neogames S AL6673X107SHS990,307$15.3M1.0%+242,918+32.5%Added–
HGVHilton Grand Vacations Inc.COM285,748$14.9M1.0%+285,748NewHistory
Farfetch Ltd30744W107ORD SH CL A948,022$14.3M0.9%−622,654−39.6%Reduced–
XYZBlock, Inc.CL A71,034$9.63M0.6%+71,034NewHistory
SDIGStronghold Digital Mining, Inc.CLASS A COM1,365,944$7.99M0.5%−248,681−15.4%ReducedHistory
GTESGates Industrial Corp Ltd.ORD SHS83,656$1.26M0.1%+83,656NewHistory
ALOTAstroNova, Inc.COM45,495$588.0K<0.1%+45,495NewHistory

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Hound Partners, LLC in Q1 2022
SecurityClassPutsCalls
SGSweetgreen, Inc.COM CL A$3.20M–
CF Acquisition Corp VI12521J103COM CL A$2.37M–
SESSES AI CorpCL A COM–$453.0K
LFLYLeafly Holdings, Inc.COMMON STOCK–$414.0K

Sold out since Q4 2021 (87)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Hound Partners, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
ZENZendesk, Inc.COM654,423$68.3M4.0%History
TDGTransDigm Group INCCOM80,568$51.3M3.0%History
GDDYGoDaddy Inc.CL A364,055$30.9M1.8%History
DNBDun & Bradstreet Holdings, Inc.COM1,237,992$25.4M1.5%History
OPENOpendoor Technologies Inc.COM573,074$8.37M0.5%History
DALSDA32 Life Science Tech Acquisition Corp.CLASS A COM750,000$7.36M0.4%History
OKLOOklo Inc.COM CL A400,000$3.94M0.2%History
Fusion Acquisition Corp. II36118N201UNIT 02/29/2028391,458$3.87M0.2%–
Itiquira Acquisition CorpG49773123UNIT 02/03/2026373,998$3.70M0.2%–
Osiris Acquisition Corp.68829A202UNIT 99/99/9999348,810$3.44M0.2%–
Hudson Executive Inves III44376L206UNIT 02/22/2026349,066$3.42M0.2%–
HOODRobinhood Markets, Inc.Stock175,000$3.11M0.2%History
Catalyst Partnrs Acquisitn CG19550113UNIT 99/99/9999298,980$2.99M0.2%–
BCELAtreca, Inc.CL A COM982,386$2.98M0.2%History
Peridot Acquisition Corp. IIG7008B113UNIT 99/99/9999299,406$2.97M0.2%–
Fintech Evolution Acquis GroG3R19A112UNIT 99/99/9999299,208$2.96M0.2%–
Frontier Investment CorpG36816117UNIT 06/29/2026300,000$2.95M0.2%–
Fortress Value Acquisi Corp34964K207UNIT 03/31/2028249,505$2.49M0.1%–
BEEPMobile Infrastructure CorpCLASS A ORD SHS249,150$2.48M0.1%History
ScION Tech Growth IIG31070124UNIT 99/99/9999249,333$2.47M0.1%–
Skydeck Acquisition Corp.G82220107UNIT 05/13/2026247,137$2.45M0.1%–
Xpac Acquisition CorpG9831X114UNIT 07/27/2021250,000$2.44M0.1%–
Colombier Acquisition Corp19533H207UNIT 99/99/9999219,252$2.15M0.1%–
Tio Tech AG8T10C122UNIT 04/12/2028199,360$1.98M0.1%–
Valor Latitude Acquisitn CorG9460N114UNIT 04/02/2026199,320$1.98M0.1%–
Catcha Investment CorpG1962Y128UNIT 99/99/9999199,466$1.98M0.1%–
Tailwind Internatnal Acq CorG8662F127UNIT 99/99/9999199,466$1.97M0.1%–
Diamondhead Holdings Corp25278L204UNIT 01/21/2026199,505$1.97M0.1%–
Plum Acquisition Corp IG7134L100UNIT 03/15/2026199,604$1.95M0.1%–
H.I.G. Acquisition Corp.G44898107COM CL A199,472$1.95M0.1%–
VAQCVector Acquisition Corp IICL A SHS199,604$1.95M0.1%History
Senior Connect Acquisitn Cor81723H108COM CL A200,000$1.95M0.1%–
Peridot Acquisition Corp. IIG7008B105SHS CL A200,000$1.95M0.1%–
TWOAtwoCOM CL A199,472$1.94M0.1%History
Tortoiseecofin Acquisition CG8956E208UNIT 99/99/9999191,690$1.91M0.1%–
BGFVBig 5 Sporting Goods CorpCOM100,000$1.90M0.1%History
Warburg Pincus Captal Corp IG9460M116UNIT 99/99/9999181,574$1.81M0.1%–
VRMVroom, Inc.COM165,100$1.78M0.1%History
Build Acquisition Corp12008J204UNIT 99/99/9999180,132$1.78M0.1%–
Mason Industrial Technolgy I57520Y205UNIT 99/99/9999164,089$1.64M0.1%–
Esm Acquisition CorporationG3195H120UNIT 99/99/9999149,703$1.49M0.1%–
Lead Edge Growth Oprtunts LTG54085124UNIT 04/01/2026149,703$1.49M0.1%–
AKLIAkili, Inc.CLASS A ORD SHS150,000$1.49M0.1%History
PROKProkidney Corp.CLASS A ORD SHS150,000$1.49M0.1%History
DNABSocial Capital Suvretta Holdings Corp. IICLASS A ORD SHS150,000$1.48M0.1%History
Supernova Partn Acq Co III LG8T90F110UNIT 99/99/9999149,703$1.48M0.1%–
Kismet Acquisition Two CorpG52807123UNIT 99/99/9999149,600$1.48M0.1%–
M3-Brigade Acquisition II Corp.553800202UNIT 99/99/9999150,000$1.48M0.1%–
DNADSocial Capital Suvretta Holdings Corp. IVCLASS A ORD SHS150,000$1.47M0.1%History
Kismet Acquisition Three CorG5276C128UNIT 99/99/9999149,600$1.47M0.1%–
Afternext Healthtech AcquisiG01109118UNIT 99/99/9999146,505$1.45M0.1%–
HIPOHippo Holdings Inc.COMMON STOCK500,000$1.42M0.1%History
Independence Holdings CorpG4761A119UNIT 03/02/2026124,752$1.25M0.1%–
One Equity Partners Open WTR68237L204UNIT 01/14/2026124,381$1.23M0.1%–
Rocket Internet GRWT Oprt CoG7613T111UNIT 99/99/999999,802$992.0K0.1%–
RXR Acquisition Corp74981W206UNIT 01/01/202599,802$988.0K0.1%–
Simon Property Grp Acq Holdi82880R202UNIT 99/99/999999,733$987.0K0.1%–
Z-Work Acquisition Corp98880C201UNIT 99/99/999999,505$987.0K0.1%–
D and Z Media Acquisition Co23305Q205UNIT 99/99/999999,505$986.0K0.1%–
Hudson Executive Invs Corp I443760202UNIT 01/31/202799,505$985.0K0.1%–
Slam Corp.G8210L113UNIT 99/99/999999,733$984.0K0.1%–
Finserv Acquisition Corp. II31809Y202UNIT 02/17/202699,733$983.0K0.1%–
Science Strategic Acq Alpha808641203UNIT 01/20/202699,505$983.0K0.1%–
Orion Acquisition Corp68626A207UNIT 02/19/202699,736$982.0K0.1%–
SunPower Inc.G3663X102UNIT 99/99/999999,733$979.0K0.1%–
L Catterton Asia AcquisitionG5346G109UNIT 03/11/202697,802$970.0K0.1%–
RMG Acquisition Corp IIIG76088114UNIT 02/08/202674,800$744.0K<0.1%–
Atlas Crest Investment Corp049287204UNIT 99/99/999974,633$741.0K<0.1%–
Tech and Energy Transition87823R201UNIT 03/31/202874,802$741.0K<0.1%–
TPG Pace Beneficial II CorpG89826104COMMON STOCK74,760$733.0K<0.1%–
Big Sky Growth Partners, Inc.08954L201UNIT 04/01/202674,760$732.0K<0.1%–
Interprivate IV Infratech PR46064T201UNIT 03/05/202669,861$688.0K<0.1%–
ABGIABG Acquisition Corp. ICL A SHS69,813$683.0K<0.1%History
Colicity Inc194170205UNIT 02/24/202649,867$496.0K<0.1%–
LDH Growth Corp IG54094118UNIT 03/17/202649,901$496.0K<0.1%–
Northern Star Invest Corp II66574L209UNIT 02/25/202849,868$495.0K<0.1%–
Northern Star Invest Corp IV66575B200UNIT 02/25/202849,868$494.0K<0.1%–
Pivotal Investment Corp III72582M205UNIT 01/28/202849,867$494.0K<0.1%–
Revolution Healthcar Aq Corp76155Y207UNIT 03/18/2026649,901$494.0K<0.1%–
Lazard Growth Acquisition CoG54035129UNIT 99/99/999949,867$494.0K<0.1%–
Advanced Merger Partners Inc00777J208UNIT 99/99/999949,868$493.0K<0.1%–
Altimar Acquisition Corp. IIIG0370U124UNIT 99/99/999949,901$493.0K<0.1%–
Colonnade Acquisition Corp IG2284B127UNIT 99/99/999949,901$493.0K<0.1%–
Stratim Cloud Acquisition Corp.86309R206UNIT 03/05/202649,901$491.0K<0.1%–
ARYEARYA Sciences Acquisition Corp VCLASS A ORD SHS50,000$485.0K<0.1%History
H.I.G. Acquisition Corp.G44898123*W EXP 99/99/999197,245$138.0K<0.1%–
NXSTNexstar Media Group, Inc.COMMON STOCK728$110.0K<0.1%History