Hound Partners as of June 30, 2014
Portfolio Holdings for Hound Partners
Hound Partners holds 18 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesoro Corporation | 19.9 | $532M | 9.1M | 58.67 | |
| Valeant Pharmaceuticals Int | 13.4 | $360M | 2.9M | 126.12 | |
| Carter's (CRI) | 10.3 | $275M | 4.0M | 68.93 | |
| Charter Communications | 9.2 | $246M | 1.6M | 158.38 | |
| Spirit AeroSystems Holdings (SPR) | 8.5 | $228M | 6.8M | 33.70 | |
| FleetCor Technologies | 7.8 | $208M | 1.6M | 131.80 | |
| Endo International | 5.6 | $149M | 2.1M | 70.02 | |
| Colfax Corporation | 5.5 | $147M | 2.0M | 74.54 | |
| American International (AIG) | 3.7 | $100M | 1.8M | 54.58 | |
| W.R. Grace & Co. | 3.5 | $93M | 985k | 94.53 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $92M | 778k | 118.00 | |
| TransDigm Group Incorporated (TDG) | 3.4 | $91M | 545k | 167.26 | |
| American Intl Group | 1.6 | $43M | 1.6M | 26.60 | |
| Citigroup (C) | 1.4 | $36M | 769k | 47.10 | |
| Liberty Global Inc Com Ser A | 1.3 | $36M | 809k | 44.22 | |
| Tibco Software | 0.9 | $24M | 1.2M | 20.17 | |
| Credit Suisse Nassau Brh invrs vix sterm | 0.3 | $9.4M | 208k | 44.98 | |
| Nimble Storage | 0.1 | $3.1M | 100k | 30.72 |