Hound Partners as of Sept. 30, 2023
Portfolio Holdings for Hound Partners
Hound Partners holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.8 | $80M | 224k | 358.27 | |
| Bio Rad Labs Cl A (BIO) | 17.0 | $77M | 214k | 358.45 | |
| Vanguard World Fds Utilities Etf (VPU) | 10.5 | $47M | 371k | 127.54 | |
| Microsoft Corporation (MSFT) | 8.5 | $39M | 122k | 315.75 | |
| Hca Holdings (HCA) | 7.7 | $35M | 142k | 245.98 | |
| Golar Lng SHS (GLNG) | 7.5 | $34M | 1.4M | 24.26 | |
| Workday Cl A (WDAY) | 5.8 | $26M | 122k | 214.85 | |
| Ross Stores (ROST) | 4.1 | $18M | 163k | 112.95 | |
| Fidelity National Information Services (FIS) | 3.9 | $18M | 321k | 55.27 | |
| Kirby Corporation (KEX) | 3.0 | $13M | 162k | 82.80 | |
| Entegris (ENTG) | 2.4 | $11M | 116k | 93.91 | |
| Rh (RH) | 2.4 | $11M | 40k | 264.36 | |
| Danaher Corporation (DHR) | 2.2 | $10M | 41k | 248.10 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $10M | 20k | 506.17 | |
| Mohawk Industries (MHK) | 2.0 | $8.9M | 104k | 85.81 | |
| Freshworks Class A Com (FRSH) | 1.6 | $7.1M | 356k | 19.92 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 1.3 | $5.8M | 858k | 6.79 | |
| Ftc Solar | 0.2 | $781k | 610k | 1.28 |
