Hound Partners as of June 30, 2013
Portfolio Holdings for Hound Partners
Hound Partners holds 25 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 11.5 | $212M | 1.3M | 160.42 | |
| Carter's (CRI) | 11.2 | $205M | 2.8M | 74.07 | |
| Valeant Pharmaceuticals Int | 10.8 | $199M | 2.3M | 86.08 | |
| FleetCor Technologies | 9.5 | $174M | 2.1M | 81.30 | |
| W.R. Grace & Co. | 7.8 | $143M | 1.7M | 84.04 | |
| Charter Communications Inc D Cl A New | 5.3 | $98M | 790k | 123.85 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 5.1 | $93M | 2.9M | 31.89 | |
| Colfax Corporation | 5.0 | $92M | 1.8M | 52.11 | |
| American Intl Group Com New (AIG) | 4.8 | $88M | 2.0M | 44.70 | |
| Ensco Shs Class A | 4.3 | $80M | 1.4M | 58.12 | |
| Sirius XM Radio | 3.9 | $72M | 21M | 3.35 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $67M | 427k | 156.77 | |
| DaVita (DVA) | 3.1 | $57M | 472k | 120.80 | |
| Liberty Global Shs Cl A | 2.7 | $50M | 686k | 73.49 | |
| Ascent Cap Group Com Ser A | 1.8 | $32M | 414k | 78.07 | |
| Tesoro Corporation | 1.5 | $28M | 540k | 52.32 | |
| Sally Beauty Holdings (SBH) | 1.5 | $28M | 901k | 31.10 | |
| Tamin | 1.5 | $27M | 1.3M | 20.39 | |
| American Intl Group *w Exp 01/19/202 | 1.1 | $20M | 1.1M | 18.24 | |
| Moody's Corporation (MCO) | 1.0 | $19M | 310k | 60.93 | |
| Sealed Air (SEE) | 0.9 | $17M | 700k | 23.95 | |
| Kinder Morgan Inc Del *w Exp 05/25/201 | 0.9 | $16M | 3.1M | 5.12 | |
| Blount International | 0.6 | $10M | 877k | 11.82 | |
| Credit Suisse Nassau Brh Invrs Vix Sterm | 0.3 | $4.7M | 233k | 19.98 | |
| Sturm, Ruger & Company (RGR) | 0.2 | $3.3M | 68k | 48.03 |
