Hound Partners

Latest statistics and disclosures from Hound Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TSO, VRX, CRI, CHTR, SPR. These five stock positions account for 61.38% of Hound Partners's total stock portfolio.
  • Added to shares of these 10 stocks: TMO (+$91.78M), SPR (+$62.45M), VRX (+$53.00M), CRI (+$40.12M), FLT (+$38.14M), TIBX (+$24.30M), CHTR (+$15.95M), Endo International (+$15.28M), CFX (+$7.54M), Nimble Storage.
  • Started 3 new stock positions in TIBX, TMO, Nimble Storage.
  • Reduced shares in these 8 stocks: (-$59.47M), GRA (-$31.37M), AIG (-$30.63M), (-$16.62M), TDG (-$12.49M), Credit Suisse Nassau Brh invrs vix sterm (-$9.05M), TSO (-$9.01M), Tamin (-$6.50M).
  • Sold out of its positions in DVA, LQDT, Tamin.
  • As of June 30, 2014, Hound Partners has $2.67B in assets under management (AUM). Assets under management grew from a total value of $2.34B to $2.67B.
  • Independent of market fluctuations, Hound Partners was a net buyer by $177.91M worth of stocks in the most recent quarter.

Hound Partners portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
TSO Tesoro Corporation 19.89 9060808 58.67 71.92
VRX Valeant Pharmaceuticals Int 13.45 +17.00% 2851175 126.12 133.07
CRI Carter's 10.29 +17.00% 3988239 68.93 79.46
CHTR Charter Communications 9.21 +6.00% 1554472 158.38 156.05
SPR Spirit AeroSystems Holdings 8.54 +37.00% 6775964 33.70 39.74
FLT FleetCor Technologies 7.79 +22.00% 1579405 131.80 151.16
Endo International 5.58 +11.00% 2131247 70.02 0.00
CFX Colfax Corporation 5.52 +5.00% 1977666 74.54 52.92
AIG American International 3.72 -23.00% 1823879 54.58 53.55
GRA W.R. Grace & Co. 3.48 -25.00% 984493 94.53 94.50
TMO Thermo Fisher Scientific 3.43 NEW 777772 118.00 117.91
TDG TransDigm Group Incorporated 3.41 -12.00% 544729 167.26 186.04
American Intl 1.61 1621127 26.60 0.00
Citi 1.36 769245 47.10 0.00
Liberty Global Inc Com Ser A 1.34 808695 44.22 0.00
TIBX Tibco Software 0.91 NEW 1204693 20.17 23.41
Credit Suisse Nassau Brh invrs vix sterm 0.35 -49.00% 207922 44.98 0.00
Nimble Storage 0.11 NEW 100000 30.72 0.00

Past 13F-HR SEC Filings for Hound Partners

View All Filings for Hound Partners