Hound Partners as of Dec. 31, 2013
Portfolio Holdings for Hound Partners
Hound Partners holds 22 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 13.1 | $250M | 2.1M | 117.40 | |
| Tesoro Corporation | 9.9 | $190M | 3.2M | 58.50 | |
| Carter's (CRI) | 9.1 | $175M | 2.4M | 71.79 | |
| FleetCor Technologies | 8.4 | $161M | 1.4M | 117.17 | |
| W.R. Grace & Co. | 7.0 | $134M | 1.4M | 98.87 | |
| Charter Communications | 6.6 | $127M | 931k | 136.76 | |
| Colfax Corporation | 5.4 | $103M | 1.6M | 63.69 | |
| American International (AIG) | 5.2 | $100M | 2.0M | 51.05 | |
| iShares Russell 2000 Index (IWM) | 5.2 | $100M | 865k | 115.36 | |
| Spdr S&p 500 Etf (SPY) | 5.2 | $99M | 535k | 184.69 | |
| TransDigm Group Incorporated (TDG) | 4.9 | $93M | 578k | 161.02 | |
| Golar Lng (GLNG) | 4.4 | $85M | 2.3M | 36.29 | |
| Endo Pharmaceuticals | 4.2 | $81M | 1.2M | 67.46 | |
| DaVita (DVA) | 2.6 | $49M | 777k | 63.37 | |
| Tamin | 2.0 | $38M | 1.9M | 20.21 | |
| Liberty Global Inc Com Ser A | 1.8 | $34M | 386k | 89.00 | |
| Sirius Xm Holdings | 1.7 | $32M | 9.3M | 3.49 | |
| Citigroup (C) | 1.5 | $29M | 552k | 52.11 | |
| American Intl Group | 1.2 | $23M | 1.1M | 20.25 | |
| Credit Suisse Nassau Brh invrs vix sterm | 0.5 | $9.2M | 268k | 34.38 | |
| Kinder Morgan Inc/delaware Wts | 0.2 | $4.5M | 1.1M | 4.06 | |
| Liquidity Services (LQDT) | 0.0 | $862k | 38k | 22.66 |
