13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001353316-23-000003
Total Value
$397.2M
Positions
14
Other Managers
2
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIO RAD LABS INC | 090572207 | 119,576 | $57.3M | 14.42% |
| 2 | MICROSOFT CORP | MSFT | 146,683 | $42.3M | 10.65% |
| 3 | INVESCO QQQ TR | IVZ | 130,461 | $41.9M | 10.54% |
| 4 | FIDELITY NATL INFORMATION SV | 31620M106 | 762,992 | $41.5M | 10.44% |
| 5 | WORKDAY INC | WDAY | 194,079 | $40.1M | 10.09% |
| 6 | HCA HEALTHCARE INC | HCA | 118,879 | $31.3M | 7.89% |
| 7 | GOLAR LNG LTD | GLNG | 1,335,196 | $28.8M | 7.26% |
| 8 | KIRBY CORP | KEX | 381,256 | $26.6M | 6.69% |
| 9 | ROSS STORES INC | ROST | 195,839 | $20.8M | 5.23% |
| 10 | ALPHABET INC | GOOG | 152,335 | $15.8M | 3.99% |
| 11 | CONTROLADORA VUELA COMP DE A | 21240E105 | 1,257,867 | $15.6M | 3.94% |
| 12 | FRESHWORKS INC | FRSH | 977,152 | $15.0M | 3.78% |
| 13 | RH | RH | 58,157 | $14.2M | 3.57% |
| 14 | OPEN LENDING CORP | LPRO | 861,551 | $6.1M | 1.53% |