Hound Partners

Hound Partners as of Dec. 31, 2014

Portfolio Holdings for Hound Partners

Hound Partners holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Citigroup Com New Call Option (C) 13.8 $482M 8.9M 54.11
Spirit Aerosystems Hldgs Com Cl A (SPR) 11.6 $406M 9.4M 43.04
Carter's (CRI) 9.9 $347M 4.0M 87.31
Valeant Pharmaceuticals Int 8.8 $308M 2.2M 143.11
Charter Communications Inc D Cl A New 7.7 $271M 1.6M 166.62
FleetCor Technologies 6.5 $227M 1.5M 148.71
Tesoro Corporation 6.5 $227M 3.1M 74.35
Colfax Corporation 6.1 $214M 4.2M 51.57
Sensata Technologies Holdings Nv SHS 5.7 $200M 3.8M 52.41
American Intl Group Com New (AIG) 4.3 $150M 2.7M 56.01
Informatica Corporation 2.9 $102M 2.7M 38.13
Esterline Technologies Corporation 2.3 $80M 725k 109.68
W.R. Grace & Co. 2.2 $77M 804k 95.39
Ctrip Com Intl American Dep Shs 2.0 $70M 1.5M 45.50
TransDigm Group Incorporated (TDG) 1.9 $65M 333k 196.35
Thermo Fisher Scientific (TMO) 1.7 $61M 485k 125.29
Intercontinental Exchange (ICE) 1.5 $53M 241k 219.29
American Intl Group *w Exp 01/19/202 1.4 $49M 2.0M 24.62
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 1.3 $44M 215k 205.54
Liberty Global Inc Com Ser A 1.2 $43M 846k 50.20
Ishares Tr Russell 2000 Etf Put Option (IWM) 0.5 $19M 155k 119.62
Credit Suisse Nassau Brh Invrs Vix Sterm 0.2 $6.8M 218k 31.14