Hound Partners as of Sept. 30, 2019
Portfolio Holdings for Hound Partners
Hound Partners holds 27 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cargurus (CARG) | 11.4 | $180M | 5.8M | 30.95 | |
| Nexstar Broadcasting (NXST) | 9.7 | $152M | 1.5M | 102.31 | |
| Facebook Inc cl a (META) | 8.5 | $134M | 751k | 178.08 | |
| Spirit AeroSystems Holdings (SPR) | 8.4 | $132M | 1.6M | 82.24 | |
| Microsoft Corporation (MSFT) | 7.7 | $121M | 867k | 139.03 | |
| Echostar Corporation (SATS) | 7.2 | $112M | 2.8M | 39.62 | |
| RPM International (RPM) | 7.0 | $110M | 1.6M | 68.81 | |
| Palo Alto Networks (PANW) | 6.8 | $107M | 527k | 203.83 | |
| Fox Corp (FOXA) | 4.9 | $77M | 2.4M | 31.53 | |
| Jeld-wen Hldg (JELD) | 4.2 | $65M | 3.4M | 19.29 | |
| Aramark Hldgs (ARMK) | 3.8 | $60M | 1.4M | 43.58 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $60M | 49k | 1219.00 | |
| Wayfair (W) | 3.2 | $50M | 445k | 112.12 | |
| LKQ Corporation (LKQ) | 2.3 | $36M | 1.2M | 31.45 | |
| Avantor (AVTR) | 2.2 | $34M | 2.3M | 14.70 | |
| Masonite International | 2.0 | $31M | 538k | 58.00 | |
| Carvana Co cl a (CVNA) | 1.7 | $27M | 407k | 66.00 | |
| PG&E Corporation (PCG) | 1.5 | $23M | 2.3M | 10.00 | |
| Coherus Biosciences (CHRS) | 1.4 | $22M | 1.1M | 20.26 | |
| Credit Acceptance (CACC) | 0.8 | $13M | 29k | 461.33 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.7 | $11M | 471k | 22.36 | |
| Beyond Meat (BYND) | 0.4 | $5.9M | 40k | 148.62 | |
| Nio Inc spon ads (NIO) | 0.2 | $3.0M | 1.9M | 1.56 | |
| NCR Corporation (VYX) | 0.1 | $1.6M | 50k | 31.56 | |
| Genpact (G) | 0.1 | $1.2M | 32k | 38.74 | |
| Waitr Hldgs | 0.1 | $1.0M | 788k | 1.28 | |
| Jumia Technologies (JMIA) | 0.1 | $793k | 100k | 7.93 |
