HOUND PARTNERS, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 23
New Positions 1
Increased Positions 14
Decreased Positions 9
Positions with Activity 23
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,947

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

Sector Weighting

Basic Materials 2.35%
Capital Goods 20.47%
Conglomerates
Consumer Cyclical 5.16%
Consumer/Non-Cyclical
Energy 9.08%
Financial 10.51%
Healthcare 22.4%
Services 22.99%
Technology
Transportation
Utilities

23 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 646,177 22,083 3.54 2,736,647
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 525,300 7,284 1.41 10,152,694
TESORO CORP COM 358,452 104,524 41.16 3,835,352
CARTER'S, INC. COM 340,810 -97,051 (22.17) 3,458,600
FLEETCOR TECHNOLOGIES INC COM 303,784 25,879 9.31 2,007,296
CHARTER COMMUNICATIONS INC DEL CL A NEW 245,436 -28,440 (10.38) 1,351,594
IMPAX LABORATORIES INC COM 237,964 207,560 682.69 5,612,348
COLFAX CORP COM 218,231 2,257 1.05 5,611,501
LKQ CORP COM 203,629 122,840 152.05 6,803,500
KRAFT HEINZ CO COM 200,452 124,909 165.35 2,683,786
AMERICAN INTL GROUP INC COM NEW 179,795 -18,744 (9.44) 2,947,465
CITIGROUP INC COM NEW 98,980 -2,705 (2.66) 1,857,728
GRACE W R & CO DEL NEW COM 92,752 5,074 5.79 925,022
AMERICAN INTL GROUP INC WT EXP 011921 71,373 5,483 8.32 2,601,041
INTERCONTINENTAL EXCHANGE INC COM 64,739 3,709 6.08 278,554
TRANSDIGM GROUP INC COM 64,612 -62,275 (49.08) 272,626
RESTAURANT BRANDS INTL INC COM 60,553 21,160 53.72 1,530,657
CTRIP COM INTL LTD AMERICAN DEP SHS 17,375 -36,253 (67.6) 250,000
KING DIGITAL ENTMT PLC ORD SHS 10,007 10,007 New 741,232
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 6,697 410 6.53 251,487


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