HOUND PARTNERS, LLC Information

101 PARK AVENUE, NEW YORK, New York, 10178, (212) 984-2326

Report Date: 03/31/2015

Position Statistics

Total Positions 27
New Positions 6
Increased Positions 18
Decreased Positions 9
Positions with Activity 27
Sold Out Positions 4
Total Mkt Value (in $ millions) 3,836

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.3%
Capital Goods 28.56%
Conglomerates
Consumer Cyclical 2.14%
Consumer/Non-Cyclical
Energy 6.46%
Financial 11.35%
Healthcare 16.61%
Services 29.59%
Technology 1.7%
Transportation
Utilities

27 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 603,927 112,245 22.83 2,643,123
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 552,157 32,055 6.16 10,011,907
CARTER'S, INC. COM 479,008 51,034 11.93 4,443,490
FLEETCOR TECHNOLOGIES INC COM 286,536 48,039 20.14 1,836,296
CHARTER COMMUNICATIONS INC DEL CL A NEW 259,110 -20,322 (7.27) 1,508,208
COLFAX CORP COM 252,905 63,837 33.76 5,553,463
TESORO CORP COM 247,815 -30,892 (11.08) 2,716,970
AMERICAN INTL GROUP INC COM NEW 202,054 35,351 21.21 3,254,736
SENSATA TECHNOLOGIES HLDG NV SHS 168,772 -33,032 (16.37) 3,191,604
TRANSDIGM GROUP INC COM 121,951 46,176 60.94 535,389
CITIGROUP INC COM NEW 105,673 54,992 108.51 1,908,491
GRACE W R & CO DEL NEW COM 88,228 7,066 8.71 874,415
LKQ CORP COM 82,085 82,085 New 2,699,268
AMERICAN INTL GROUP INC WT EXP 011921 68,074 11,147 19.58 2,401,206
INFORMATICA CORP COM 65,359 -64,802 (49.79) 1,348,722
INTERCONTINENTAL EXCHANGE INC COM 59,620 4,987 9.13 262,595
TRINET GROUP INC COM 55,331 55,331 New 2,146,282
CTRIP COM INTL LTD AMERICAN DEP SHS 55,009 -54,260 (49.66) 771,619
RESTAURANT BRANDS INTL INC COM 39,353 39,353 New 995,774
IMPAX LABORATORIES INC COM 33,207 33,207 New 717,058