Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 18
- +2 vs. Q2 2023
- Portfolio value
- $451.1M
- +$10.4M (+2.4%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 223,501 | $80.1M | 17.8% | +102,604+84.9% | Added | – |
| BIOBio-Rad Laboratories, Inc. | CL A | 213,982 | $76.7M | 17.0% | −2,564−1.2% | Reduced | History |
| Vanguard Utilities ETF92204A876 | ETF | 370,665 | $47.3M | 10.5% | +222,058+149.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 121,911 | $38.5M | 8.5% | −1,464−1.2% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 141,471 | $34.8M | 7.7% | +79,421+128.0% | Added | History |
| GLNGGolar LNG Ltd | SHS | 1,393,522 | $33.8M | 7.5% | +17,022+1.2% | Added | History |
| WDAYWorkday, Inc. | CL A | 121,623 | $26.1M | 5.8% | −1,454−1.2% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 162,768 | $18.4M | 4.1% | −1,955−1.2% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 320,661 | $17.7M | 3.9% | −387,664−54.7% | Reduced | History |
| KEXKirby Corp | COM | 161,638 | $13.4M | 3.0% | −159,033−49.6% | Reduced | History |
| ENTGEntegris Inc | COM | 116,158 | $10.9M | 2.4% | +116,158 | New | History |
| RHRH | COM | 40,171 | $10.6M | 2.4% | −8,748−17.9% | Reduced | History |
| DHRDanaher Corp | Stock | 40,825 | $10.1M | 2.2% | +40,825 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 19,832 | $10.0M | 2.2% | −237−1.2% | Reduced | History |
| MHKMohawk Industries Inc | COM | 104,199 | $8.94M | 2.0% | +104,199 | New | History |
| FRSHFreshworks Inc. | Stock | 355,864 | $7.09M | 1.6% | −4,275−1.2% | Reduced | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 858,226 | $5.83M | 1.3% | +14,521+1.7% | Added | History |
| FTCIFTC Solar, Inc. | COM | 609,756 | $780.5K | 0.2% | +609,756 | New | History |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.