Hound Partners as of Sept. 30, 2017
Portfolio Holdings for Hound Partners
Hound Partners holds 24 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Worldwide Holdings (HLT) | 12.1 | $508M | 7.3M | 69.45 | |
| Spirit AeroSystems Holdings (SPR) | 8.7 | $366M | 4.7M | 77.72 | |
| Expedia (EXPE) | 8.5 | $357M | 2.5M | 143.94 | |
| LKQ Corporation (LKQ) | 8.4 | $353M | 9.8M | 35.99 | |
| Andeavor | 6.7 | $281M | 2.7M | 103.15 | |
| Credit Acceptance (CACC) | 6.1 | $258M | 922k | 280.17 | |
| Fortinet (FTNT) | 5.6 | $236M | 6.6M | 35.84 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.6 | $235M | 646k | 363.42 | |
| Liberty Broadband Cl C (LBRDK) | 4.8 | $201M | 2.1M | 95.30 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.7 | $199M | 3.1M | 63.88 | |
| Mohawk Industries (MHK) | 4.7 | $196M | 790k | 247.51 | |
| Cimpress N V Shs Euro | 4.1 | $174M | 1.8M | 97.66 | |
| Transunion (TRU) | 3.9 | $163M | 3.4M | 47.26 | |
| Alphabet Inc Class C cs (GOOG) | 3.4 | $143M | 149k | 959.11 | |
| Equifax (EFX) | 2.9 | $122M | 1.2M | 105.99 | |
| Facebook Inc cl a (META) | 2.7 | $115M | 670k | 170.87 | |
| SPS Commerce (SPSC) | 2.3 | $97M | 1.7M | 56.71 | |
| Spdr S&p 500 Etf (SPY) | 2.2 | $91M | 362k | 251.23 | |
| Altice Usa Inc cl a (ATUS) | 1.3 | $56M | 2.1M | 27.31 | |
| Liberty Broadband Corporation (LBRDA) | 0.6 | $24M | 259k | 94.18 | |
| Acacia Communications | 0.3 | $12M | 249k | 47.10 | |
| Redfin Corp (RDFN) | 0.3 | $11M | 450k | 25.09 | |
| Applied Optoelectronics (AAOI) | 0.2 | $7.9M | 121k | 64.67 | |
| Century Aluminum Company (CENX) | 0.1 | $2.1M | 127k | 16.58 |
