HOUND PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 21
New Positions 3
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 3
Total Mkt Value (in $ millions) 2,405

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

Sector Weighting

Basic Materials 4.02%
Capital Goods 20.52%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 7.22%
Financial 7.69%
Healthcare 24.24%
Services 34.78%
Technology 1.04%
Transportation
Utilities

21 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 343,624 50,645 17.29 2,851,175
CARTER'S, INC. COM 320,814 46,822 17.09 3,988,239
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 267,718 73,221 37.65 6,775,964
CHARTER COMMUNICATIONS INC DEL CL A NEW 251,964 16,324 6.93 1,554,472
FLEETCOR TECHNOLOGIES INC COM 228,287 41,831 22.44 1,579,405
TESORO CORP COM 173,545 -9,419 (5.15) 2,828,308
ENDO INTL PLC SHS 142,666 14,608 11.41 2,131,247
COLFAX CORP COM 122,319 6,253 5.39 1,977,666
TRANSDIGM GROUP INC COM 103,493 -14,187 (12.06) 544,729
AMERICAN INTL GROUP INC COM NEW 102,739 -31,608 (23.53) 1,823,879
GRACE W R & CO DEL NEW COM 96,579 -32,558 (25.21) 984,493
THERMO FISHER SCIENTIFIC INC COM 96,545 96,545 New 777,772
CITIGROUP INC COM NEW 41,278 440 1.08 769,245
AMERICAN INTL GROUP INC WT EXP 011921 40,852 608 1.51 1,621,127
LIBERTY GLOBAL PLC SHS CL A 35,178 375 1.08 808,695
TIBCO SOFTWARE INC COM 25,046 25,046 New 1,204,693
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 9,250 -8,951 (49.18) 207,922
NIMBLE STORAGE INC COM 2,767 2,767 New 100,000
DAVITA HEALTHCARE PARTNERS INC COM -64,528 Sold Out 0
LIQUIDITY SERVICES INC COM -9,411 Sold Out 0


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