HOUND PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 1
Increased Positions 15
Decreased Positions 7
Positions with Activity 22
Sold Out Positions 4
Total Mkt Value (in $ millions) 2,081

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

Sector Weighting

Basic Materials 5.76%
Capital Goods 18.38%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 8.82%
Financial 9.58%
Healthcare 22.8%
Services 33.57%
Technology
Transportation 0%
Utilities 0%

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 285,370 35,177 14.06 2,430,955
CARTER'S, INC. COM 260,776 73,896 39.54 3,406,161
CHARTER COMMUNICATIONS INC DEL CL A NEW 224,636 80,778 56.15 1,453,765
TESORO CORP COM 183,501 93,643 104.21 2,981,815
FLEETCOR TECHNOLOGIES INC COM 171,299 -10,921 (5.99) 1,289,997
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 160,333 160,333 New 4,922,728
ENDO INTL PLC SHS 128,326 47,985 59.73 1,913,023
AMERICAN INTL GROUP INC COM NEW 123,972 22,060 21.65 2,384,997
GRACE W R & CO DEL NEW COM 119,791 -3,481 (2.82) 1,316,382
COLFAX CORP COM 118,167 16,046 15.71 1,876,561
TRANSDIGM GROUP INC COM 104,009 6,908 7.12 619,399
DAVITA HEALTHCARE PARTNERS INC COM 60,840 6,102 11.15 863,712
AMERICAN INTL GROUP INC WT EXP 011921 38,169 11,534 43.31 1,597,013
CITIGROUP INC COM NEW 37,223 10,225 37.87 761,053
LIBERTY GLOBAL PLC SHS CL A 33,283 17,242 107.49 800,072
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 16,254 5,596 52.50 409,116
LIQUIDITY SERVICES INC COM 8,607 8,094 1,577.37 638,038
TAMINCO CORP COM 6,468 -33,084 (83.65) 309,477
GOLAR LNG LTD BERMUDA SHS -143,506 Sold Out 0
KINDER MORGAN INC DEL WT EXP 052517 -3,065 Sold Out 0