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) 2,098

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

Sector Weighting

Basic Materials 5.87%
Capital Goods 19.24%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 8.51%
Financial 9.88%
Healthcare 22.96%
Services 32.34%
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 292,857 36,099 14.06 2,430,955
CHARTER COMMUNICATIONS INC DEL CL A NEW 235,902 84,829 56.15 1,453,765
CARTER'S, INC. COM 231,585 65,624 39.54 3,406,161
TESORO CORP COM 178,641 91,163 104.21 2,981,815
FLEETCOR TECHNOLOGIES INC COM 167,287 -10,665 (5.99) 1,289,997
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 165,551 165,551 New 4,922,728
COLFAX CORP COM 134,324 18,240 15.71 1,876,561
AMERICAN INTL GROUP INC COM NEW 130,030 23,138 21.65 2,384,997
ENDO INTL PLC SHS 125,762 47,026 59.73 1,913,023
GRACE W R & CO DEL NEW COM 123,279 -3,582 (2.82) 1,316,382
TRANSDIGM GROUP INC COM 103,799 6,894 7.12 619,399
DAVITA HEALTHCARE PARTNERS INC COM 63,120 6,330 11.15 863,712
AMERICAN INTL GROUP INC WT EXP 011921 41,506 12,543 43.31 1,597,013
CITIGROUP INC COM NEW 35,769 9,825 37.87 761,053
LIBERTY GLOBAL PLC SHS CL A 35,499 18,391 107.49 800,072
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 18,521 6,376 52.50 409,116
LIQUIDITY SERVICES INC COM 8,333 7,836 1,577.37 638,038
TAMINCO CORP COM 6,703 -34,287 (83.65) 309,477
GOLAR LNG LTD BERMUDA SHS -138,149 Sold Out 0
KINDER MORGAN INC DEL WT EXP 052517 -2,696 Sold Out 0


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