Hound Partners as of Sept. 30, 2013
Portfolio Holdings for Hound Partners
Hound Partners holds 21 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 11.1 | $222M | 2.1M | 104.33 | |
| Carter's (CRI) | 9.2 | $185M | 2.4M | 75.89 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 9.2 | $185M | 1.1M | 168.01 | |
| TransDigm Group Incorporated (TDG) | 9.1 | $183M | 513k | 356.96 | |
| FleetCor Technologies | 8.8 | $176M | 1.6M | 110.16 | |
| W.R. Grace & Co. | 7.3 | $148M | 1.7M | 87.40 | |
| Ensco Shs Class A | 5.9 | $120M | 223k | 536.31 | |
| Charter Communications Inc D Cl A New | 5.8 | $116M | 862k | 134.76 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 5.2 | $105M | 2.8M | 37.30 | |
| Colfax Corporation | 4.8 | $96M | 1.7M | 56.49 | |
| American Intl Group Com New (AIG) | 4.7 | $95M | 2.0M | 48.63 | |
| Tesoro Corporation | 3.5 | $71M | 1.6M | 43.98 | |
| Sirius XM Radio | 3.4 | $69M | 18M | 3.88 | |
| DaVita (DVA) | 3.1 | $63M | 1.1M | 56.90 | |
| Liberty Global Shs Cl A | 2.3 | $46M | 577k | 78.92 | |
| Tamin | 1.8 | $37M | 1.8M | 20.30 | |
| Endo Pharmaceuticals | 1.8 | $36M | 784k | 45.44 | |
| American Intl Group *w Exp 01/19/202 | 1.0 | $21M | 1.1M | 18.95 | |
| Ascent Cap Group Com Ser A | 0.9 | $17M | 216k | 80.62 | |
| Kinder Morgan Inc Del *w Exp 05/25/201 | 0.8 | $15M | 3.1M | 4.97 | |
| Credit Suisse Nassau Brh Invrs Vix Sterm | 0.3 | $6.3M | 234k | 26.79 |
