Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 16
- +2 vs. Q1 2023
- Portfolio value
- $440.7M
- +$43.4M (+10.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIOBio-Rad Laboratories, Inc. | CL A | 216,546 | $82.1M | 18.6% | +96,970+81.1% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,897 | $44.7M | 10.1% | −9,564−7.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 123,375 | $42.0M | 9.5% | −23,308−15.9% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 708,325 | $38.7M | 8.8% | −54,667−7.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 88,258 | $35.9M | 8.2% | +88,258 | New | – |
| WDAYWorkday, Inc. | CL A | 123,077 | $27.8M | 6.3% | −71,002−36.6% | Reduced | History |
| GLNGGolar LNG Ltd | SHS | 1,376,500 | $27.8M | 6.3% | +41,304+3.1% | Added | History |
| KEXKirby Corp | COM | 320,671 | $24.7M | 5.6% | −60,585−15.9% | Reduced | History |
| Vanguard Utilities ETF92204A876 | ETF | 148,607 | $21.1M | 4.8% | +148,607 | New | – |
| HCAHCA Healthcare, Inc. | COM | 62,050 | $18.8M | 4.3% | −56,829−47.8% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 164,723 | $18.5M | 4.2% | −31,116−15.9% | Reduced | History |
| RHRH | COM | 48,919 | $16.1M | 3.7% | −9,238−15.9% | Reduced | History |
| RIVNRivian Automotive, Inc. | Stock | 830,673 | $13.8M | 3.1% | +830,673 | New | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 843,705 | $11.8M | 2.7% | −414,162−32.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 20,069 | $10.5M | 2.4% | +20,069 | New | History |
| FRSHFreshworks Inc. | Stock | 360,139 | $6.33M | 1.4% | −617,013−63.1% | Reduced | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.