Hound Partners as of Dec. 31, 2010
Portfolio Holdings for Hound Partners
Hound Partners holds 20 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| W.R. Grace & Co. | 13.8 | $54M | 1.5M | 35.13 | |
| TransDigm Group Incorporated (TDG) | 10.1 | $40M | 551k | 72.01 | |
| Ens | 10.0 | $39M | 733k | 53.38 | |
| Liberty Media | 9.3 | $37M | 2.3M | 15.77 | |
| Liberty Media | 7.6 | $30M | 447k | 66.48 | |
| Compass Minerals International (CMP) | 7.4 | $29M | 326k | 89.27 | |
| Carter's (CRI) | 5.7 | $22M | 752k | 29.51 | |
| Valeant Pharmaceuticals Int | 4.9 | $19M | 683k | 28.29 | |
| Echostar Corporation (SATS) | 4.5 | $17M | 699k | 24.97 | |
| Semgroup Corp cl a | 4.2 | $16M | 598k | 27.17 | |
| Theravance | 3.8 | $15M | 588k | 25.07 | |
| Covanta Holding Corporation | 3.2 | $13M | 734k | 17.19 | |
| TiVo | 2.8 | $11M | 1.3M | 8.63 | |
| Kronos Worldwide (KRO) | 2.7 | $11M | 252k | 42.49 | |
| Monsanto Company | 2.6 | $10M | 149k | 69.64 | |
| Petrohawk Energy Corporation | 2.2 | $8.5M | 465k | 18.25 | |
| Microsoft Corporation (MSFT) | 2.0 | $7.8M | 280k | 27.91 | |
| Rubicon Technology | 1.6 | $6.4M | 304k | 21.08 | |
| SPDR Gold Trust (GLD) | 1.4 | $5.5M | 40k | 138.72 | |
| Heckmann Corp *w exp 11/09/201 | 0.1 | $378k | 1.2M | 0.31 |
