13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001353316-23-000005
Total Value
$440.7M
Positions
16
Other Managers
2
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIO RAD LABS INC | 090572207 | 216,546 | $82.1M | 18.63% |
| 2 | INVESCO QQQ TR | IVZ | 120,897 | $44.7M | 10.14% |
| 3 | MICROSOFT CORP | MSFT | 123,375 | $42.0M | 9.53% |
| 4 | FIDELITY NATL INFORMATION SV | 31620M106 | 708,325 | $38.7M | 8.79% |
| 5 | VANGUARD INDEX FDS | 922908363 | 88,258 | $35.9M | 8.16% |
| 6 | WORKDAY INC | WDAY | 123,077 | $27.8M | 6.31% |
| 7 | GOLAR LNG LTD | GLNG | 1,376,500 | $27.8M | 6.30% |
| 8 | KIRBY CORP | KEX | 320,671 | $24.7M | 5.60% |
| 9 | VANGUARD WORLD FDS | 92204A876 | 148,607 | $21.1M | 4.79% |
| 10 | HCA HEALTHCARE INC | HCA | 62,050 | $18.8M | 4.27% |
| 11 | ROSS STORES INC | ROST | 164,723 | $18.5M | 4.19% |
| 12 | RH | RH | 48,919 | $16.1M | 3.66% |
| 13 | RIVIAN AUTOMOTIVE INC | RIVN | 830,673 | $13.8M | 3.14% |
| 14 | CONTROLADORA VUELA COMP DE A | 21240E105 | 843,705 | $11.8M | 2.67% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 20,069 | $10.5M | 2.38% |
| 16 | FRESHWORKS INC | FRSH | 360,139 | $6.3M | 1.44% |