Hound Partners as of Dec. 31, 2017
Portfolio Holdings for Hound Partners
Hound Partners holds 24 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hilton Worldwide Holdings (HLT) | 11.7 | $426M | 5.3M | 79.86 | |
LKQ Corporation (LKQ) | 10.7 | $390M | 9.6M | 40.67 | |
Spirit AeroSystems Holdings (SPR) | 10.1 | $368M | 4.2M | 87.25 | |
Expedia (EXPE) | 8.2 | $298M | 2.5M | 119.77 | |
Nexstar Broadcasting (NXST) | 7.8 | $286M | 3.7M | 78.20 | |
Liberty Broadband Cl C (LBRDK) | 6.5 | $237M | 2.8M | 85.16 | |
Charter Communications Inc New Cl A cl a (CHTR) | 6.0 | $217M | 647k | 335.96 | |
Facebook Inc cl a (META) | 5.9 | $216M | 1.2M | 176.46 | |
Mohawk Industries (MHK) | 5.5 | $201M | 728k | 275.90 | |
Credit Acceptance (CACC) | 5.0 | $184M | 570k | 323.48 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.9 | $180M | 2.9M | 61.48 | |
Alphabet Inc Class C cs (GOOG) | 4.3 | $157M | 150k | 1046.40 | |
Equifax (EFX) | 3.0 | $109M | 921k | 117.92 | |
SPS Commerce (SPSC) | 2.3 | $83M | 1.7M | 48.59 | |
Fortinet (FTNT) | 2.2 | $81M | 1.8M | 43.69 | |
Broad | 1.5 | $56M | 217k | 256.90 | |
Andeavor | 1.5 | $55M | 482k | 114.34 | |
Altice Usa Inc cl a (ATUS) | 1.2 | $43M | 2.0M | 21.23 | |
Liberty Broadband Corporation (LBRDA) | 0.6 | $22M | 259k | 85.05 | |
Cimpress N V Shs Euro | 0.5 | $19M | 160k | 119.88 | |
Jeld-wen Hldg (JELD) | 0.3 | $11M | 287k | 39.37 | |
Roku (ROKU) | 0.1 | $5.2M | 100k | 51.78 | |
Realty Income (O) | 0.0 | $1.4M | 25k | 57.04 | |
Intel Corporation (INTC) | 0.0 | $923k | 20k | 46.15 |