13F HOLDINGS REPORT
Hound Partners, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001353316-24-000003
Total Value
$335.5M
Positions
15
Other Managers
2
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIO RAD LABS INC | 090572207 | 264,537 | $91.5M | 27.27% |
| 2 | GOLAR LNG LTD | GLNG | 1,887,023 | $45.4M | 13.53% |
| 3 | HCA HEALTHCARE INC | HCA | 78,603 | $26.2M | 7.81% |
| 4 | ISHARES BITCOIN TR | IBIT | 614,881 | $24.9M | 7.42% |
| 5 | MICROSOFT CORP | MSFT | 54,992 | $23.1M | 6.90% |
| 6 | KIRBY CORP | KEX | 224,890 | $21.4M | 6.39% |
| 7 | WORKDAY INC | WDAY | 71,418 | $19.5M | 5.81% |
| 8 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 380,022 | $17.7M | 5.27% |
| 9 | MOHAWK INDS INC | 608190104 | 119,223 | $15.6M | 4.65% |
| 10 | VANGUARD WORLD FD | 92204A876 | 87,266 | $12.4M | 3.71% |
| 11 | DANAHER CORPORATION | 235851102 | 46,988 | $11.7M | 3.50% |
| 12 | FISERV INC | FISV | 63,627 | $10.2M | 3.03% |
| 13 | BOOKING HOLDINGS INC | BKNG | 2,751 | $10.0M | 2.97% |
| 14 | CAL MAINE FOODS INC | CALM | 94,169 | $5.5M | 1.65% |
| 15 | FTC SOLAR INC | FTCI | 547,892 | $295,314 | 0.09% |