Hound Partners

Hound Partners as of June 30, 2020

Portfolio Holdings for Hound Partners

Hound Partners holds 51 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Aercap Holdings Nv SHS (AER) 8.7 $95M 3.1M 30.80
Facebook Cl A (META) 7.3 $81M 356k 227.07
Wayfair Cl A (W) 7.3 $80M 407k 197.61
Microsoft Corporation (MSFT) 6.8 $75M 370k 203.51
Echostar Corp Cl A (SATS) 6.7 $73M 2.6M 27.96
TransDigm Group Incorporated (TDG) 6.3 $69M 157k 442.05
Palo Alto Networks (PANW) 5.7 $63M 274k 229.67
Fidelity National Information Services (FIS) 5.3 $58M 433k 134.09
Carvana Cl A (CVNA) 4.4 $49M 406k 120.20
Nexstar Media Group Cl A (NXST) 4.3 $47M 562k 83.69
Kirby Corporation (KEX) 4.2 $46M 858k 53.56
Alphabet Cap Stk Cl C (GOOG) 3.7 $41M 29k 1413.60
Bio Rad Labs Cl A (BIO) 3.6 $40M 88k 451.49
Zuora Com Cl A (ZUO) 3.3 $37M 2.9M 12.75
FleetCor Technologies 3.2 $35M 140k 251.53
Workday Cl A (WDAY) 3.2 $35M 188k 187.36
RPM International (RPM) 3.1 $34M 453k 75.06
Fox Corp Cl A Com (FOXA) 3.0 $33M 1.2M 26.82
Cargurus Com Cl A (CARG) 2.1 $23M 912k 25.35
Credit Acceptance (CACC) 1.3 $14M 33k 419.01
Chewy Put Put Option (CHWY) 0.7 $7.8M 175k 44.69
Foley Trasimene Acquistn Cor Unit 99/99/9999 0.5 $5.8M 542k 10.67
Biogen Put Put Option 0.5 $5.4M 20k 267.55
Trebia Acquisition Corp Unit 99/99/9999 0.5 $5.2M 500k 10.45
Select Sector Spdr Tr Energy (XLE) 0.5 $5.1M 134k 37.85
American Airls Group Note 6.500% 7/0 0.3 $3.8M 4.0M 0.95
Gores Hldgs Iv Unit 02/01/2023 0.3 $3.1M 300k 10.40
Commscope Hldg (COMM) 0.2 $2.7M 325k 8.33
Evofem Biosciences 0.2 $2.5M 895k 2.83
Kensington Cap Acquisition C Unit 07/01/2027 0.2 $2.5M 250k 10.02
Xeris Pharmaceuticals Note 5.000% 7/1 0.2 $2.5M 2.5M 0.99
Cardiovascular Systems 0.2 $2.2M 68k 31.55
Cc Neuberger Principal Hds A 0.2 $2.1M 200k 10.60
Gs Acquisition Hldgs Corp Ii Unit 99/99/9999 0.2 $2.1M 200k 10.51
Fortress Value Acquisition C Unit 99/99/9999 0.2 $2.0M 197k 10.30
Progenity 0.2 $2.0M 221k 9.00
Albertsons Cos Common Stock (ACI) 0.2 $2.0M 125k 15.77
Waitr Hldgs 0.2 $1.9M 724k 2.63
Flying Eagle Acquisition Cor Unit 99/99/9999 0.2 $1.7M 150k 11.65
Kaleyra 0.1 $1.4M 335k 4.04
Burning Rock Biotech Sponsored Ads 0.1 $1.3M 48k 27.00
Dmy Technology Group Unit 99/99/9999 0.1 $1.1M 100k 10.58
Jaws Acquisition Corp Unit 99/99/9999 0.1 $1.0M 100k 10.43
Hudson Executive Invt Corp Unit 06/21/2025 0.1 $1.0M 100k 10.25
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $822k 50k 16.44
Franchise Group 0.1 $821k 38k 21.89
Arya Sciences Acquisition Shs Cl A 0.1 $580k 50k 11.60
Kindred Biosciences 0.0 $359k 80k 4.49
Liquidia Technologies (LQDA) 0.0 $241k 29k 8.43
Soliton 0.0 $208k 27k 7.79
Xeris Pharmaceuticals 0.0 $181k 68k 2.66