Hound Partners as of Dec. 31, 2019
Portfolio Holdings for Hound Partners
Hound Partners holds 30 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexstar Broadcasting (NXST) | 11.3 | $163M | 1.4M | 117.25 | |
| Echostar Corporation (SATS) | 10.1 | $145M | 3.4M | 43.31 | |
| Facebook Inc cl a (META) | 9.7 | $140M | 684k | 205.25 | |
| Aramark Hldgs (ARMK) | 9.7 | $140M | 3.2M | 43.40 | |
| Cargurus (CARG) | 8.4 | $122M | 3.5M | 35.18 | |
| Microsoft Corporation (MSFT) | 8.4 | $121M | 765k | 157.70 | |
| Palo Alto Networks (PANW) | 6.0 | $86M | 372k | 231.25 | |
| Fox Corp (FOXA) | 5.1 | $74M | 2.0M | 37.07 | |
| RPM International (RPM) | 5.1 | $74M | 964k | 76.76 | |
| Spirit AeroSystems Holdings (SPR) | 4.8 | $70M | 956k | 72.88 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $59M | 44k | 1337.03 | |
| 2u | 3.1 | $45M | 1.9M | 23.99 | |
| Credit Acceptance (CACC) | 2.7 | $39M | 89k | 442.33 | |
| Carvana Co cl a (CVNA) | 2.6 | $38M | 412k | 92.05 | |
| Workday Inc cl a (WDAY) | 1.8 | $26M | 160k | 164.45 | |
| Coherus Biosciences (CHRS) | 1.4 | $20M | 1.1M | 18.00 | |
| Jeld-wen Hldg (JELD) | 1.2 | $18M | 753k | 23.41 | |
| Peloton Interactive Inc cl a (PTON) | 0.8 | $11M | 400k | 28.40 | |
| Wayfair (W) | 0.7 | $11M | 116k | 90.37 | |
| Masonite International | 0.7 | $11M | 145k | 72.21 | |
| Energy Select Sector SPDR (XLE) | 0.7 | $10M | 170k | 60.04 | |
| Nio Inc spon ads (NIO) | 0.5 | $7.8M | 1.9M | 4.02 | |
| Iqvia Holdings (IQV) | 0.5 | $7.2M | 47k | 154.51 | |
| Pinterest Inc Cl A (PINS) | 0.1 | $1.9M | 100k | 18.64 | |
| Xp Inc cl a (XP) | 0.1 | $1.6M | 41k | 38.53 | |
| Jumia Technologies (JMIA) | 0.1 | $673k | 100k | 6.73 | |
| Provention Bio | 0.0 | $522k | 35k | 14.91 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $571k | 15k | 38.07 | |
| Universal Technical Institute (UTI) | 0.0 | $386k | 50k | 7.72 | |
| Waitr Hldgs | 0.0 | $252k | 788k | 0.32 |
