Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 13
- −3 vs. Q3 2022
- Portfolio value
- $338.2M
- −$188.5M (−35.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HCAHCA Healthcare, Inc. | COM | 242,568 | $58.2M | 17.2% | −60,589−20.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 190,260 | $50.7M | 15.0% | +190,260 | New | – |
| FRSHFreshworks Inc. | Stock | 2,709,059 | $39.9M | 11.8% | −431,453−13.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 166,134 | $39.8M | 11.8% | −64,814−28.1% | Reduced | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 88,354 | $37.2M | 11.0% | +34,947+65.4% | Added | History |
| KEXKirby Corp | COM | 426,227 | $27.4M | 8.1% | −101,938−19.3% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 203,426 | $23.6M | 7.0% | −311,737−60.5% | Reduced | History |
| RHRH | COM | 68,331 | $18.3M | 5.4% | +2,268+3.4% | Added | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 1,943,574 | $16.2M | 4.8% | −107,268−5.2% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 228,040 | $15.5M | 4.6% | +97,829+75.1% | Added | History |
| WWayfair Inc. | CL A | 159,129 | $5.23M | 1.5% | +5,256+3.4% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 806,821 | $3.82M | 1.1% | +26,583+3.4% | Added | – |
| LPROOpen Lending Corp | COM | 357,237 | $2.41M | 0.7% | −1,427,591−80.0% | Reduced | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 581,571 | $95.9M | 18.2% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 265,225 | $87.1M | 16.5% | – |
| Glass Houses Acquisition Cor37714P202 | UNIT 03/25/2028 | 2,000,000 | $19.8M | 3.8% | – |
| GOOGAlphabet Inc. | Stock | 107,395 | $10.3M | 2.0% | History |