Hound Partners as of Sept. 30, 2012
Portfolio Holdings for Hound Partners
Hound Partners holds 19 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Grace & Co. | 11.9 | $112M | 1.9M | 59.08 | |
| 10.4 | $98M | 130k | 754.50 | ||
| FleetCor Technologies | 10.1 | $95M | 2.1M | 44.80 | |
| Ensco Plc Shs Class A | 8.4 | $79M | 1.4M | 54.56 | |
| Carter's (CRI) | 8.0 | $75M | 1.4M | 53.84 | |
| Golar Lng (GLNG) | 6.9 | $65M | 1.7M | 38.59 | |
| Sally Beauty Holdings (SBH) | 6.5 | $62M | 2.5M | 25.09 | |
| Sherwin-Williams Company (SHW) | 6.4 | $60M | 403k | 148.91 | |
| Valeant Pharmaceuticals Int | 6.3 | $59M | 1.1M | 55.27 | |
| Ascent Media Corporation | 4.7 | $45M | 828k | 54.01 | |
| General Motors Company (GM) | 4.0 | $37M | 1.6M | 22.75 | |
| TransDigm Group Incorporated (TDG) | 3.3 | $31M | 217k | 141.87 | |
| Hca Holdings (HCA) | 2.9 | $28M | 828k | 33.25 | |
| Sensata Technologies Hldg Bv | 2.8 | $27M | 900k | 29.77 | |
| Blount International | 2.2 | $21M | 1.6M | 13.16 | |
| Kinder Morgan Inc/delaware Wts | 2.1 | $20M | 5.6M | 3.49 | |
| American International (AIG) | 1.4 | $13M | 400k | 32.79 | |
| Questcor Pharmaceuticals | 0.9 | $8.8M | 478k | 18.47 | |
| Kronos Worldwide (KRO) | 0.8 | $7.7M | 515k | 14.94 |
