Hound Partners as of March 31, 2020
Portfolio Holdings for Hound Partners
Hound Partners holds 39 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cargurus (CARG) | 10.4 | $111M | 5.9M | 18.94 | |
| Echostar Corporation (SATS) | 9.9 | $106M | 3.3M | 31.97 | |
| Facebook Inc cl a (META) | 8.8 | $95M | 568k | 166.80 | |
| Microsoft Corporation (MSFT) | 7.8 | $83M | 528k | 157.71 | |
| Nexstar Broadcasting (NXST) | 7.4 | $79M | 1.4M | 57.73 | |
| Palo Alto Networks (PANW) | 6.6 | $70M | 430k | 163.96 | |
| Alphabet Inc Class C cs (GOOG) | 6.1 | $66M | 57k | 1162.80 | |
| RPM International (RPM) | 5.7 | $61M | 1.0M | 59.50 | |
| Iqvia Holdings (IQV) | 4.9 | $53M | 489k | 107.86 | |
| Fox Corp (FOXA) | 4.2 | $45M | 1.9M | 23.63 | |
| Fidelity National Information Services (FIS) | 3.9 | $42M | 346k | 121.64 | |
| Bio-Rad Laboratories (BIO) | 3.6 | $39M | 110k | 350.56 | |
| FleetCor Technologies | 3.4 | $36M | 194k | 186.54 | |
| Aramark Hldgs (ARMK) | 3.1 | $34M | 1.7M | 19.97 | |
| Workday Inc cl a (WDAY) | 2.9 | $31M | 235k | 130.22 | |
| Zuora Inc ordinary shares | 2.6 | $27M | 3.4M | 8.05 | |
| Spirit AeroSystems Holdings (SPR) | 1.8 | $19M | 784k | 23.93 | |
| Carvana Co cl a (CVNA) | 1.6 | $18M | 317k | 55.09 | |
| Jeld-wen Hldg (JELD) | 1.2 | $13M | 1.3M | 9.73 | |
| Coherus Biosciences (CHRS) | 1.0 | $11M | 665k | 16.22 | |
| Biogen Idec (BIIB) | 0.4 | $4.7M | 15k | 316.40 | |
| Energy Select Sector SPDR (XLE) | 0.4 | $4.2M | 146k | 29.06 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 0.4 | $4.2M | 100k | 42.36 | |
| Afya Ltd cl a (AFYA) | 0.3 | $3.4M | 179k | 19.06 | |
| Tanger Factory Outlet Centers (SKT) | 0.3 | $3.2M | 645k | 5.00 | |
| Gores Hldgs Iv Inc unit 02/01/2023 | 0.3 | $3.0M | 300k | 10.07 | |
| Flying Eagle Acquisition Cor unit 99/99/9999 | 0.2 | $2.0M | 200k | 9.97 | |
| Virgin Galactic Holdings Inc virgin galactic holdings | 0.1 | $1.5M | 100k | 14.78 | |
| Xeris Pharmaceuticals | 0.1 | $1.0M | 538k | 1.95 | |
| Citic Capital Acquisition unit | 0.1 | $986k | 100k | 9.86 | |
| Crescent Acquisition Corp | 0.1 | $985k | 100k | 9.85 | |
| Dfp Healthcare Acquisitns Co unit 03/31/2025 | 0.1 | $985k | 100k | 9.85 | |
| Dmy Technology Group Inc unit 99/99/9999 | 0.1 | $983k | 100k | 9.83 | |
| Waitr Hldgs | 0.1 | $971k | 789k | 1.23 | |
| Bioxcel Therapeutics | 0.1 | $782k | 35k | 22.34 | |
| Arbutus Biopharma (ABUS) | 0.1 | $580k | 575k | 1.01 | |
| Churchill Capital Iii Corp | 0.0 | $500k | 50k | 10.00 | |
| Ppd | 0.0 | $312k | 18k | 17.80 | |
| Scvx Corp Class A | 0.0 | $199k | 20k | 9.95 |
