Hound Partners, LLC
- SEC CIK
- 0001353316
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 12
- −6 vs. Q3 2023
- Portfolio value
- $320.9M
- −$130.2M (−28.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIOBio-Rad Laboratories, Inc. | CL A | 261,664 | $84.5M | 26.3% | +47,682+22.3% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 168,377 | $45.6M | 14.2% | +26,906+19.0% | Added | History |
| Vanguard Utilities ETF92204A876 | ETF | 283,813 | $38.9M | 12.1% | −86,852−23.4% | Reduced | – |
| GLNGGolar LNG Ltd | SHS | 1,414,053 | $32.5M | 10.1% | +20,531+1.5% | Added | History |
| KEXKirby Corp | COM | 407,535 | $32.0M | 10.0% | +245,897+152.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 67,650 | $25.4M | 7.9% | −54,261−44.5% | Reduced | History |
| CALMCal-Maine Foods Inc | COM NEW | 326,007 | $18.7M | 5.8% | +326,007 | New | History |
| WDAYWorkday, Inc. | CL A | 43,852 | $12.1M | 3.8% | −77,771−63.9% | Reduced | History |
| MHKMohawk Industries Inc | COM | 108,526 | $11.2M | 3.5% | +4,327+4.2% | Added | History |
| DHRDanaher Corp | Stock | 42,443 | $9.82M | 3.1% | +1,618+4.0% | Added | History |
| RHRH | COM | 33,559 | $9.78M | 3.0% | −6,612−16.5% | Reduced | History |
| FTCIFTC Solar, Inc. | COM | 561,515 | $389.0K | 0.1% | −48,241−7.9% | Reduced | History |
Sold out since Q3 2023 (7)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 223,501 | $80.1M | 17.8% | – |
| ROSTRoss Stores, Inc. | COM | 162,768 | $18.4M | 4.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 320,661 | $17.7M | 3.9% | History |
| ENTGEntegris Inc | COM | 116,158 | $10.9M | 2.4% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 19,832 | $10.0M | 2.2% | History |
| FRSHFreshworks Inc. | Stock | 355,864 | $7.09M | 1.6% | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 858,226 | $5.83M | 1.3% | History |