Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 14
- +1 vs. Q4 2022
- Portfolio value
- $397.2M
- +$59.1M (+17.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIOBio-Rad Laboratories, Inc. | CL A | 119,576 | $57.3M | 14.4% | +31,222+35.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 146,683 | $42.3M | 10.6% | −19,451−11.7% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 130,461 | $41.9M | 10.5% | −59,799−31.4% | Reduced | – |
| FISFidelity National Information Services, Inc. | Stock | 762,992 | $41.5M | 10.4% | +534,952+234.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 194,079 | $40.1M | 10.1% | +194,079 | New | History |
| HCAHCA Healthcare, Inc. | COM | 118,879 | $31.3M | 7.9% | −123,689−51.0% | Reduced | History |
| GLNGGolar LNG Ltd | SHS | 1,335,196 | $28.8M | 7.3% | +1,335,196 | New | History |
| KEXKirby Corp | COM | 381,256 | $26.6M | 6.7% | −44,971−10.6% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 195,839 | $20.8M | 5.2% | −7,587−3.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 152,335 | $15.8M | 4.0% | +152,335 | New | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 1,257,867 | $15.6M | 3.9% | −685,707−35.3% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 977,152 | $15.0M | 3.8% | −1,731,907−63.9% | Reduced | History |
| RHRH | COM | 58,157 | $14.2M | 3.6% | −10,174−14.9% | Reduced | History |
| LPROOpen Lending Corp | COM | 861,551 | $6.07M | 1.5% | +504,314+141.2% | Added | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.