Hound Partners as of March 31, 2018
Portfolio Holdings for Hound Partners
Hound Partners holds 23 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twenty-first Century Fox | 15.7 | $623M | 17M | 36.69 | |
| LKQ Corporation (LKQ) | 10.0 | $396M | 10M | 37.95 | |
| Mohawk Industries (MHK) | 7.9 | $314M | 1.4M | 232.22 | |
| Credit Acceptance (CACC) | 7.7 | $305M | 922k | 330.41 | |
| Spirit AeroSystems Holdings (SPR) | 7.6 | $304M | 3.6M | 83.70 | |
| Facebook Inc cl a (META) | 7.6 | $304M | 1.9M | 159.79 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 7.2 | $287M | 5.0M | 56.92 | |
| Hilton Worldwide Holdings (HLT) | 6.7 | $268M | 3.4M | 78.76 | |
| Liberty Broadband Cl C (LBRDK) | 6.7 | $267M | 3.1M | 85.69 | |
| Expedia (EXPE) | 5.4 | $216M | 2.0M | 110.41 | |
| Nexstar Broadcasting (NXST) | 5.3 | $211M | 3.2M | 66.50 | |
| Jeld-wen Hldg (JELD) | 4.1 | $163M | 5.3M | 30.62 | |
| Lowe's Companies (LOW) | 2.8 | $111M | 1.3M | 87.75 | |
| SPS Commerce (SPSC) | 2.1 | $82M | 1.3M | 64.07 | |
| National Instruments | 1.4 | $54M | 1.1M | 50.57 | |
| Liberty Broadband Corporation (LBRDA) | 0.8 | $33M | 388k | 84.80 | |
| Masonite International | 0.6 | $22M | 354k | 61.35 | |
| Verisign (VRSN) | 0.2 | $9.2M | 78k | 118.56 | |
| Roku (ROKU) | 0.1 | $2.2M | 70k | 31.10 | |
| Arena Pharmaceuticals | 0.0 | $1.4M | 36k | 39.50 | |
| Emerald Expositions Events | 0.0 | $1.6M | 80k | 19.49 | |
| Theravance Biopharma (TBPH) | 0.0 | $1.0M | 42k | 24.24 | |
| Bilibili Ads (BILI) | 0.0 | $935k | 85k | 11.00 |
