Hound Partners as of March 31, 2011
Portfolio Holdings for Hound Partners
Hound Partners holds 16 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 16.4 | $67M | 1.5M | 44.25 | |
| W.R. Grace & Co. | 15.2 | $62M | 1.8M | 34.18 | |
| TransDigm Group Incorporated (TDG) | 9.3 | $38M | 509k | 74.53 | |
| Compass Minerals International (CMP) | 8.4 | $34M | 413k | 83.17 | |
| Liberty Media | 8.3 | $34M | 2.4M | 14.30 | |
| Ens | 8.2 | $33M | 650k | 51.43 | |
| Carter's (CRI) | 6.3 | $26M | 1.0M | 25.38 | |
| Theravance | 5.4 | $22M | 1.0M | 21.62 | |
| Ascent Media Corporation | 4.2 | $17M | 391k | 43.77 | |
| Semgroup Corp cl a | 4.0 | $16M | 734k | 22.04 | |
| Liberty Media | 3.2 | $13M | 190k | 68.69 | |
| Rubicon Technology | 2.7 | $11M | 450k | 24.65 | |
| Microsoft Corporation (MSFT) | 2.4 | $9.9M | 438k | 22.71 | |
| Kronos Worldwide (KRO) | 2.2 | $9.1M | 176k | 51.94 | |
| Kinder Morgan Management | 2.1 | $8.7M | 150k | 58.29 | |
| TiVo | 1.5 | $6.0M | 773k | 7.79 |