Hound Partners as of March 31, 2019
Portfolio Holdings for Hound Partners
Hound Partners holds 30 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spirit AeroSystems Holdings (SPR) | 11.2 | $260M | 2.8M | 91.53 | |
| Cargurus (CARG) | 10.1 | $234M | 5.8M | 40.06 | |
| Facebook Inc cl a (META) | 8.7 | $202M | 1.2M | 166.69 | |
| RPM International (RPM) | 8.6 | $200M | 3.5M | 58.04 | |
| Microsoft Corporation (MSFT) | 8.1 | $188M | 1.6M | 117.94 | |
| Nexstar Broadcasting (NXST) | 5.9 | $136M | 1.3M | 108.37 | |
| LKQ Corporation (LKQ) | 5.5 | $129M | 4.5M | 28.38 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.2 | $121M | 1.9M | 65.11 | |
| Jeld-wen Hldg (JELD) | 4.4 | $103M | 5.8M | 17.66 | |
| PG&E Corporation (PCG) | 3.7 | $86M | 4.8M | 17.80 | |
| Fox Corp (FOXA) | 3.5 | $81M | 2.2M | 36.71 | |
| Credit Acceptance (CACC) | 3.3 | $77M | 170k | 451.93 | |
| Carvana Co cl a (CVNA) | 3.3 | $76M | 1.3M | 58.06 | |
| Hilton Worldwide Holdings (HLT) | 3.1 | $72M | 870k | 83.11 | |
| Alphabet Inc Class C cs (GOOG) | 3.0 | $70M | 60k | 1173.31 | |
| Walt Disney Company (DIS) | 2.5 | $59M | 534k | 111.03 | |
| Liberty Broadband Cl C (LBRDK) | 1.7 | $40M | 431k | 91.74 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.6 | $36M | 878k | 41.22 | |
| Masonite International (DOOR) | 1.4 | $33M | 655k | 49.89 | |
| Mohawk Industries (MHK) | 1.3 | $31M | 245k | 126.15 | |
| Coherus Biosciences (CHRS) | 1.1 | $27M | 2.0M | 13.64 | |
| Liberty Broadband Corporation (LBRDA) | 0.8 | $20M | 216k | 91.64 | |
| Yandex Nv-a (YNDX) | 0.4 | $10M | 300k | 34.34 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.4 | $9.6M | 357k | 26.91 | |
| Lyft (LYFT) | 0.2 | $4.9M | 63k | 78.29 | |
| Benefitfocus | 0.2 | $4.6M | 93k | 49.52 | |
| Levi Strauss Co New cl a com stk (LEVI) | 0.2 | $4.5M | 189k | 23.55 | |
| Up Fintech Hldg (TIGR) | 0.2 | $4.5M | 350k | 12.94 | |
| Blackline (BL) | 0.2 | $3.7M | 81k | 46.32 | |
| Cyrusone | 0.1 | $2.1M | 41k | 52.43 |
