Hound Partners as of Dec. 31, 2018
Portfolio Holdings for Hound Partners
Hound Partners holds 29 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twenty-first Century Fox | 13.9 | $432M | 9.0M | 48.12 | |
| Spirit AeroSystems Holdings (SPR) | 11.4 | $353M | 4.9M | 72.09 | |
| Facebook Inc cl a (META) | 9.3 | $289M | 2.2M | 131.09 | |
| Hilton Worldwide Holdings (HLT) | 9.0 | $281M | 3.9M | 71.80 | |
| RPM International (RPM) | 6.1 | $190M | 3.2M | 58.78 | |
| Cargurus (CARG) | 6.0 | $187M | 5.5M | 33.73 | |
| Nexstar Broadcasting (NXST) | 5.7 | $178M | 2.3M | 78.64 | |
| PG&E Corporation (PCG) | 5.7 | $177M | 7.4M | 23.75 | |
| Microsoft Corporation (MSFT) | 5.1 | $160M | 1.6M | 101.57 | |
| LKQ Corporation (LKQ) | 4.5 | $141M | 5.9M | 23.73 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.7 | $115M | 2.2M | 52.30 | |
| Yandex Nv-a (YNDX) | 3.7 | $114M | 4.2M | 27.35 | |
| Jeld-wen Hldg (JELD) | 3.3 | $102M | 7.2M | 14.21 | |
| Credit Acceptance (CACC) | 2.8 | $88M | 230k | 381.76 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $70M | 67k | 1035.61 | |
| Mohawk Industries (MHK) | 1.9 | $60M | 510k | 116.96 | |
| Liberty Broadband Cl C (LBRDK) | 1.9 | $58M | 809k | 72.03 | |
| Carvana Co cl a (CVNA) | 1.4 | $44M | 1.3M | 32.71 | |
| Masonite International (DOOR) | 1.0 | $30M | 678k | 44.83 | |
| Liberty Broadband Corporation (LBRDA) | 0.6 | $19M | 258k | 71.81 | |
| Coherus Biosciences (CHRS) | 0.6 | $18M | 2.0M | 9.05 | |
| Tencent Music Entertco L spon ad (TME) | 0.1 | $3.4M | 260k | 13.22 | |
| Pivotal Software Inc ordinary shares | 0.1 | $2.2M | 133k | 16.35 | |
| Tocagen | 0.0 | $871k | 106k | 8.21 | |
| Apollo Investment Corp. (MFIC) | 0.0 | $620k | 50k | 12.40 | |
| Goldfield Corporation | 0.0 | $226k | 100k | 2.26 | |
| Pieris Pharmaceuticals (PIRS) | 0.0 | $266k | 100k | 2.66 | |
| Axovant Sciences | 0.0 | $400k | 400k | 1.00 | |
| Global Medical Reit (GMRE) | 0.0 | $436k | 49k | 8.90 |
