13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001353316-23-000008
Total Value
$451.1M
Positions
18
Other Managers
2
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 223,501 | $80.1M | 17.75% |
| 2 | BIO RAD LABS INC | 090572207 | 213,982 | $76.7M | 17.00% |
| 3 | VANGUARD WORLD FDS | 92204A876 | 370,665 | $47.3M | 10.48% |
| 4 | MICROSOFT CORP | MSFT | 121,911 | $38.5M | 8.53% |
| 5 | HCA HEALTHCARE INC | HCA | 141,471 | $34.8M | 7.71% |
| 6 | GOLAR LNG LTD | GLNG | 1,393,522 | $33.8M | 7.49% |
| 7 | WORKDAY INC | WDAY | 121,623 | $26.1M | 5.79% |
| 8 | ROSS STORES INC | ROST | 162,768 | $18.4M | 4.08% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 320,661 | $17.7M | 3.93% |
| 10 | KIRBY CORP | KEX | 161,638 | $13.4M | 2.97% |
| 11 | ENTEGRIS INC | ENTG | 116,158 | $10.9M | 2.42% |
| 12 | RH | RH | 40,171 | $10.6M | 2.35% |
| 13 | DANAHER CORPORATION | 235851102 | 40,825 | $10.1M | 2.25% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 19,832 | $10.0M | 2.23% |
| 15 | MOHAWK INDS INC | 608190104 | 104,199 | $8.9M | 1.98% |
| 16 | FRESHWORKS INC | FRSH | 355,864 | $7.1M | 1.57% |
| 17 | CONTROLADORA VUELA COMP DE A | 21240E105 | 858,226 | $5.8M | 1.29% |
| 18 | FTC SOLAR INC | FTCI | 609,756 | $780,488 | 0.17% |