Hound Partners as of June 30, 2019
Portfolio Holdings for Hound Partners
Hound Partners holds 31 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cargurus (CARG) | 12.3 | $252M | 7.0M | 36.11 | |
| RPM International (RPM) | 9.5 | $194M | 3.2M | 61.11 | |
| Spirit AeroSystems Holdings (SPR) | 7.9 | $162M | 2.0M | 81.37 | |
| Facebook Inc cl a (META) | 7.4 | $151M | 785k | 193.00 | |
| Microsoft Corporation (MSFT) | 7.4 | $151M | 1.1M | 133.96 | |
| PG&E Corporation (PCG) | 6.8 | $140M | 6.1M | 22.92 | |
| Nexstar Broadcasting (NXST) | 6.6 | $135M | 1.3M | 101.00 | |
| Fox Corp (FOXA) | 6.4 | $132M | 3.6M | 36.64 | |
| Palo Alto Networks (PANW) | 6.2 | $128M | 629k | 203.76 | |
| Jeld-wen Hldg (JELD) | 5.5 | $114M | 5.4M | 21.23 | |
| LKQ Corporation (LKQ) | 4.8 | $98M | 3.7M | 26.61 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.6 | $74M | 1.1M | 69.54 | |
| Alphabet Inc Class C cs (GOOG) | 2.9 | $59M | 55k | 1080.91 | |
| Carvana Co cl a (CVNA) | 2.6 | $54M | 861k | 62.59 | |
| Liberty Broadband Cl C (LBRDK) | 2.2 | $45M | 428k | 104.22 | |
| Credit Acceptance (CACC) | 1.9 | $40M | 82k | 483.83 | |
| Coherus Biosciences (CHRS) | 1.7 | $35M | 1.6M | 22.10 | |
| Masonite International (DOOR) | 1.6 | $33M | 632k | 52.68 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.6 | $13M | 469k | 27.25 | |
| Beyond Meat (BYND) | 0.6 | $12M | 75k | 160.68 | |
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $5.8M | 221k | 26.40 | |
| Pinterest Inc Cl A (PINS) | 0.2 | $4.1M | 150k | 27.22 | |
| Realreal (REAL) | 0.2 | $3.2M | 110k | 28.90 | |
| Vici Pptys (VICI) | 0.1 | $2.4M | 110k | 22.04 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $2.4M | 50k | 48.30 | |
| Hutchison China Meditech (HCM) | 0.1 | $2.2M | 100k | 22.00 | |
| Global Blood Therapeutics In | 0.1 | $2.0M | 39k | 52.60 | |
| 360 Finance Inc ads (QFIN) | 0.1 | $2.0M | 169k | 11.75 | |
| Grocery Outlet Hldg Corp (GO) | 0.1 | $1.6M | 50k | 32.88 | |
| Chewy Inc cl a (CHWY) | 0.1 | $1.2M | 35k | 35.00 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $415k | 4.0k | 102.82 |
