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) 2,354

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

Sector Weighting

Basic Materials 3.8%
Capital Goods 19.6%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 7.89%
Financial 7.39%
Healthcare 25.42%
Services 34.31%
Technology 1.19%
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 368,172 54,263 17.29 2,851,175
CARTER'S, INC. COM 306,257 44,698 17.09 3,988,239
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 257,690 70,479 37.65 6,775,964
CHARTER COMMUNICATIONS INC DEL CL A NEW 245,311 15,893 6.93 1,554,472
FLEETCOR TECHNOLOGIES INC COM 219,695 40,257 22.44 1,579,405
TESORO CORP COM 185,763 -10,082 (5.15) 2,828,308
ENDO INTL PLC SHS 138,616 14,193 11.41 2,131,247
COLFAX CORP COM 104,005 5,317 5.39 1,977,666
TRANSDIGM GROUP INC COM 99,598 -13,653 (12.06) 544,729
AMERICAN INTL GROUP INC COM NEW 95,134 -29,268 (23.53) 1,823,879
THERMO FISHER SCIENTIFIC INC COM 91,699 91,699 New 777,772
GRACE W R & CO DEL NEW COM 89,540 -30,185 (25.21) 984,493
CITIGROUP INC COM NEW 39,847 424 1.08 769,245
AMERICAN INTL GROUP INC WT EXP 011921 38,936 579 1.51 1,621,127
LIBERTY GLOBAL PLC SHS CL A 36,327 387 1.08 808,695
TIBCO SOFTWARE INC COM 28,057 28,057 New 1,204,693
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 6,730 -6,513 (49.18) 207,922
NIMBLE STORAGE INC COM 2,604 2,604 New 100,000
DAVITA HEALTHCARE PARTNERS INC COM -66,273 Sold Out 0
LIQUIDITY SERVICES INC COM -7,988 Sold Out 0


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