HOUND PARTNERS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 20
New Positions 3
Increased Positions 13
Decreased Positions 7
Positions with Activity 20
Sold Out Positions 1
Total Mkt Value (in $ millions) 2,983

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

Sector Weighting

Basic Materials 2.26%
Capital Goods 20.2%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 8.76%
Financial 8.56%
Healthcare 26.97%
Services 33.11%
Technology
Transportation
Utilities

20 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 577,721 117,228 25.46 3,576,998
CARTER'S, INC. COM 440,896 106,482 31.84 5,258,149
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 376,728 70,590 23.06 8,338,372
CHARTER COMMUNICATIONS INC DEL CL A NEW 261,686 25,274 10.69 1,720,657
TESORO CORP COM 261,299 33,790 14.85 3,248,377
FLEETCOR TECHNOLOGIES INC COM 199,642 -23,465 (10.52) 1,413,296
ENDO INTL PLC SHS 165,536 -8,459 (4.86) 2,027,638
COLFAX CORP COM 126,891 38,449 43.48 2,837,448
AMERICAN INTL GROUP INC COM NEW 99,593 9,749 10.85 2,021,782
INTERCONTINENTAL EXCHANGE INC COM 70,182 70,182 New 342,568
GRACE W R & CO DEL NEW COM 67,282 -16,410 (19.61) 791,459
TRANSDIGM GROUP INC COM 67,090 -45,233 (40.27) 325,362
THERMO FISHER SCIENTIFIC INC COM 61,150 -38,374 (38.56) 477,885
CTRIP COM INTL LTD AMERICAN DEP SHS 46,855 46,855 New 973,919
CITIGROUP INC COM NEW 42,909 6,277 17.14 901,067
AMERICAN INTL GROUP INC WT EXP 011921 42,625 7,317 20.72 1,957,086
LIBERTY GLOBAL PLC SHS CL A 38,632 1,101 2.93 832,415
ESTERLINE TECHNOLOGIES CORP COM 31,860 31,860 New 282,318
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 4,322 -1,462 (25.28) 155,364
NIMBLE STORAGE INC COM -2,209 Sold Out 0

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