Hound Partners - Q1 2021 holdings

$2.12 Billion is the total value of Hound Partners's 253 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 1766.7% .

 Value Shares↓ Weighting
VOO NewVANGUARD INDEX FDS$263,199,000722,480
+100.0%
12.43%
FIS BuyFIDELITY NATL INFORMATION SV$114,684,000
+106.0%
815,620
+107.2%
5.42%
+53.5%
FB BuyFACEBOOK INCcl a$112,476,000
+37.7%
381,883
+27.7%
5.31%
+2.6%
KEX BuyKIRBY CORP$111,277,000
+26.4%
1,846,003
+8.6%
5.26%
-5.9%
FTCH BuyFARFETCH LTDord sh cl a$98,470,000
-2.5%
1,857,215
+17.4%
4.65%
-27.3%
TDG BuyTRANSDIGM GROUP INC$87,461,000
+23.2%
148,763
+29.7%
4.13%
-8.2%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$84,690,000
+102.1%
373,529
+107.5%
4.00%
+50.6%
WIX BuyWIX COM LTD$79,617,000
+19.9%
285,142
+7.3%
3.76%
-10.7%
RH NewRH$54,178,00090,812
+100.0%
2.56%
VAPO BuyVAPOTHERM INC$50,959,000
+5.6%
2,121,535
+18.1%
2.41%
-21.4%
GME NewGAMESTOP CORP NEWput$45,842,000241,500
+100.0%
2.16%
IWM NewISHARES TRrussell 2000 etf$44,851,000202,999
+100.0%
2.12%
BIO BuyBIO RAD LABS INCcl a$44,470,000
+3.7%
77,857
+5.8%
2.10%
-22.8%
STZ NewCONSTELLATION BRANDS INCcl a$37,308,000163,633
+100.0%
1.76%
DNB NewDUN & BRADSTREET HLDGS INC$35,164,0001,476,860
+100.0%
1.66%
MARA NewMARATHON DIGITAL HOLDINGS IN$31,399,000653,882
+100.0%
1.48%
GLHAU NewGLASS HOUSES ACQUISITION CORunit 03/25/2028$20,060,0002,000,000
+100.0%
0.95%
TR NewTOOTSIE ROLL INDS INCcall$17,410,000525,500
+100.0%
0.82%
GME NewGAMESTOP CORP NEWcall$14,085,00074,200
+100.0%
0.66%
GOTU NewGSX TECHEDU INCsponsored ads$6,776,000200,000
+100.0%
0.32%
NGCAU NewNEXTGEN ACQUISITION CORP IIunit 03/23/2026$4,950,000500,000
+100.0%
0.23%
VIPS NewVIPSHOP HOLDINGS LIMITEDsponsored ads a$4,479,000150,000
+100.0%
0.21%
SUMO NewSUMO LOGIC INCcall$4,244,000225,000
+100.0%
0.20%
BIDU NewBAIDU INCspon adr rep a$4,133,00019,000
+100.0%
0.20%
DGNU NewDRAGONEER GROWTH OPT CORP II$4,044,000400,000
+100.0%
0.19%
FSNBU NewFUSION ACQUISITION CORP IIunit 02/29/2028$3,972,000400,000
+100.0%
0.19%
KAHCU NewKKR ACQUISITION HOLDING I COunit 99/99/9999$3,754,000375,000
+100.0%
0.18%
ITQRU NewITIQUIRA ACQUISITION CORPunit 02/03/2026$3,728,000375,000
+100.0%
0.18%
HIIIU NewHUDSON EXECUTIVE INVES IIIunit 02/22/2026$3,472,000350,000
+100.0%
0.16%
RTPYU NewREINVENT TECHNOLOGY PARTNERSunit 03/12/2026$3,012,000300,000
+100.0%
0.14%
ROCRU NewROTH CH ACQUISITION III COunit 02/26/2026$3,000,000300,000
+100.0%
0.14%
PDOTU NewPERIDOT ACQUISITION CORP IIunit 99/99/9999$2,982,000300,000
+100.0%
0.14%
CVIIU NewCHURCHILL CAPITAL CORP VIIunit 99/99/9999$2,991,000300,000
+100.0%
0.14%
COVAU NewCOVA ACQUISITION CORPunit 04/01/2021$2,985,000300,000
+100.0%
0.14%
EQHAU NewEQ HEALTH ACQUISITION CORPunit 02/02/2028$2,973,000300,000
+100.0%
0.14%
TWNTU NewTAILWIND TWO ACQUISITION CORunit 03/01/2028$2,964,000300,000
+100.0%
0.14%
FTEVU NewFINTECH EVOLUTION ACQUIS GROunit 99/99/9999$2,961,000300,000
+100.0%
0.14%
HERAU NewFTAC HERA ACQUISITION CORPunit 02/28/2026$2,498,000250,000
+100.0%
0.12%
ANACU NewARCTOS NORTHSTAR ACQUIS CORPunit 99/99/9999$2,498,000250,000
+100.0%
0.12%
SCOBU NewSCION TECH GROWTH IIunit 99/99/9999$2,490,000250,000
+100.0%
0.12%
AACU NewARES ACQUISITION CORPORATIONunit 99/99/9999$2,500,000250,000
+100.0%
0.12%
CENHU NewCENTRICUS ACQUISITION CORPunit 02/08/2028$2,484,000250,000
+100.0%
0.12%
FVIVU NewFORTRESS VALUE ACQUISI CORPunit 03/31/2028$2,475,000250,000
+100.0%
0.12%
CLRMU NewCLARIM ACQUISITION CORPunit 99/99/9999$2,488,000250,000
+100.0%
0.12%
KRNLU NewKERNEL GROUP HOLDINGS INCunit 99/99/9999$2,246,000225,000
+100.0%
0.11%
TME NewTENCENT MUSIC ENTMT GROUPspon ads$2,049,000100,000
+100.0%
0.10%
DHCAU NewDHC ACQUISITION CORPunit 02/25/2026$1,998,000200,000
+100.0%
0.09%
CHAAU NewCATCHA INVESTMENT CORPunit 99/99/9999$1,990,000200,000
+100.0%
0.09%
LVRAU NewLEVERE HOLDINGS CORPunit 03/09/2026$1,992,000200,000
+100.0%
0.09%
WPCBU NewWARBURG PINCUS CAPTAL CORP Iunit 99/99/9999$1,996,000200,000
+100.0%
0.09%
PLMIU NewPLUM ACQUISITION CORP Iunit 03/15/2026$1,990,000200,000
+100.0%
0.09%
MITU NewMASON INDUSTRIAL TECHNOLGY Iunit 99/99/9999$1,988,000200,000
+100.0%
0.09%
DCRCU NewDECARBONIZATION PLUS ACQU IIunit 03/19/2026$1,992,000200,000
+100.0%
0.09%
GSQDU NewG SQUARED ASCEND I INCunit 99/99/9999$2,000,000200,000
+100.0%
0.09%
GLBLU NewCARTESIAN GROWTH CORPunit 02/26/2028$1,990,000200,000
+100.0%
0.09%
HYACU NewHAYMAKER ACQUISITION CORP IIunit 03/01/2026$1,988,000200,000
+100.0%
0.09%
VAQC NewVECTOR ACQUISITION CORP II$1,980,000200,000
+100.0%
0.09%
TWNIU NewTAILWIND INTERNATNAL ACQ CORunit 99/99/9999$1,978,000200,000
+100.0%
0.09%
BGSXU NewBUILD ACQUISITION CORPunit 99/99/9999$1,781,000180,490
+100.0%
0.08%
SBEAU NewSILVERBOX ENGAGED MERGER COunit 03/31/2028$1,745,000176,090
+100.0%
0.08%
JCICU NewJACK CREEK INVESTMENT CORPunit 10/01/2023$1,734,000175,000
+100.0%
0.08%
COUR NewCOURSERA INC$1,575,00035,000
+100.0%
0.07%
ASZU NewAUSTERLITZ ACQUISITION CORPunit 99/99/9999$1,505,000150,000
+100.0%
0.07%
KVSC NewKHOSLA VENTURES ACQUT CO III$1,494,000150,000
+100.0%
0.07%
LEGAU NewLEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026$1,496,000150,000
+100.0%
0.07%
ANZUU NewANZU SPECIAL ACQUISITIN CORPunit 01/27/2026$1,497,000150,000
+100.0%
0.07%
STREU NewSUPERNOVA PARTN ACQ CO III Lunit 99/99/9999$1,500,000150,000
+100.0%
0.07%
LGVU NewLONGVIEW ACQUISITION CORP IIunit 99/99/9999$1,506,000150,000
+100.0%
0.07%
SNIIU NewSUPERNOVA PARTNERS ACQUISTNunit 99/99/9999$1,506,000150,000
+100.0%
0.07%
MACQU NewMCAP ACQUISITION CORPunit 02/18/2030$1,493,000150,000
+100.0%
0.07%
KVSB NewKHOSLA VENTURES ACQUSTN CO I$1,512,000150,000
+100.0%
0.07%
NXUU NewNOVUS CAPITAL CORPORATION IIunit 99/99/9999$1,500,000150,000
+100.0%
0.07%
CPUHU NewCOMPUTE HEALTH ACQUISITIN COunit 99/99/9999$1,514,000150,000
+100.0%
0.07%
KAIIU NewKISMET ACQUISITION TWO CORPunit 99/99/9999$1,491,000150,000
+100.0%
0.07%
FOREU NewFORESIGHT ACQUISITION CORPunit 01/29/2026$1,487,000150,000
+100.0%
0.07%
KIIIU NewKISMET ACQUISITION THREE CORunit 99/99/9999$1,482,000150,000
+100.0%
0.07%
FLMEU NewFLAME ACQUISITION CORPunit 99/99/9999$1,490,000150,000
+100.0%
0.07%
ESMU NewESM ACQUISITION CORPORATIONunit 99/99/9999$1,491,000150,000
+100.0%
0.07%
EVOJU NewEVO ACQUISITION CORPunit 99/99/9999$1,490,000150,000
+100.0%
0.07%
FACAU NewFIGURE ACQUISITION CORP Iunit 99/99/9999$1,244,000122,939
+100.0%
0.06%
ACQRU NewINDEPENDENCE HOLDINGS CORPunit 03/02/2026$1,250,000125,000
+100.0%
0.06%
TMACU NewTHE MUSIC ACQUISITION CORPunit 99/99/9999$1,248,000125,000
+100.0%
0.06%
OEPWU NewONE EQUITY PARTNERS OPEN WTRunit 01/14/2026$1,246,000125,000
+100.0%
0.06%
CSTAU NewCONSTELLATION ACQUISITN CORPunit 99/99/9999$1,236,000125,000
+100.0%
0.06%
DISCA NewDISCOVERY INC$1,217,00028,000
+100.0%
0.06%
DMYQU NewDMY TECHNOLOGY GROUP INC IVunit 99/99/9999$1,029,000102,500
+100.0%
0.05%
ATMRU NewALTIMAR ACQUISITION CORP IIunit 99/99/9999$1,020,000100,000
+100.0%
0.05%
MSDAU NewMSD ACQUISITION CORPunit 03/25/2026$1,015,000100,000
+100.0%
0.05%
ZWRKU NewZ-WORK ACQUISITION CORPunit 99/99/9999$996,000100,000
+100.0%
0.05%
JOFFU NewJOFF FINTECH ACQUISITION CORunit 02/03/2026$995,000100,000
+100.0%
0.05%
KURIU NewALKURI GLOBAL ACQUISITION COunit 01/01/2028$988,000100,000
+100.0%
0.05%
OHPAU NewORION ACQUISITION CORPunit 02/19/2026$1,000,000100,000
+100.0%
0.05%
ATHNU NewATHENA TECHNOLOGY ACQUISI COunit 99/99/9999$989,000100,000
+100.0%
0.05%
RXRAU NewRXR ACQUISITION CORPunit 01/01/2025$985,000100,000
+100.0%
0.05%
GTPBU NewGORES TECHNOLOGY PARTNERS IIunit 03/16/2028$998,000100,000
+100.0%
0.05%
ACIIU NewATLAS CREST INVESTMENT CORPunit 99/99/9999$1,001,000100,000
+100.0%
0.05%
SSAAU NewSCIENCE STRATEGIC ACQ ALPHAunit 01/20/2026$994,000100,000
+100.0%
0.05%
SPGSU NewSIMON PROPERTY GRP ACQ HOLDIunit 99/99/9999$1,005,000100,000
+100.0%
0.05%
SPAQU NewSPARTAN ACQUISITION CORP IIIunit 99/99/9999$1,003,000100,000
+100.0%
0.05%
SPTKU NewSPORTSTEK ACQUISITION CORPunit 02/16/2028$994,000100,000
+100.0%
0.05%
GSEVU NewGORES HOLDINGS VII INCunit 02/12/2028$996,000100,000
+100.0%
0.05%
TETCU NewTECH AND ENERGY TRANSITIONunit 03/31/2028$1,000,000100,000
+100.0%
0.05%
SLAMU NewSLAM CORPunit 99/99/9999$992,000100,000
+100.0%
0.05%
RKTAU NewROCKET INTERNET GRWT OPRT COunit 99/99/9999$1,001,000100,000
+100.0%
0.05%
GHACU NewGAMING & HOSPITALITY ACQU COunit 02/04/2028$990,000100,000
+100.0%
0.05%
ATVCU NewTRIBE CAPITAL GROWTH CORP Iunit 02/24/2026$1,005,000100,000
+100.0%
0.05%
LCAAU NewL CATTERTON ASIA ACQUISITIONunit 03/11/2026$995,000100,000
+100.0%
0.05%
FSRXU NewFINSERV ACQUISITION CORP IIunit 02/17/2026$997,000100,000
+100.0%
0.05%
PFDRU NewPATHFINDER ACQUISITION CORPunit 02/17/2026$990,000100,000
+100.0%
0.05%
APGBU NewAPOLLO STRATEGIC GRWT CPTL Iunit 99/99/9999$998,000100,000
+100.0%
0.05%
AUSU NewAUSTERLITZ ACQUISITION CORPunit 99/99/9999$1,004,000100,000
+100.0%
0.05%
BIOTU NewBIOTECH ACQUISITION COMPANYunit 11/30/2027$989,000100,000
+100.0%
0.05%
BLUAU NewBLUERIVER ACQUISITION CORPunit 01/04/2026$997,000100,000
+100.0%
0.05%
DHHCU NewDIAMONDHEAD HOLDINGS CORPunit 01/21/2026$991,000100,000
+100.0%
0.05%
EJFAU NewEJF ACQUISITION CORPunit 03/10/2026$995,000100,000
+100.0%
0.05%
CFVIU NewCF ACQUISITION CORP VIunit 99/99/9999$992,000100,000
+100.0%
0.05%
DNZU NewD AND Z MEDIA ACQUISITION COunit 99/99/9999$989,000100,000
+100.0%
0.05%
FACTU NewFREEDOM ACQUISITION I CORPunit 99/99/9999$998,000100,000
+100.0%
0.05%
ITHXU NewITHAX ACQUISITION CORPunit 12/31/2027$1,002,000100,000
+100.0%
0.05%
HCIIU NewHUDSON EXECUTIVE INVS CORP Iunit 01/31/2027$981,000100,000
+100.0%
0.05%
HHLAU NewHH&L ACQUISITION COunit 99/99/9999$859,00085,000
+100.0%
0.04%
DOCN NewDIGITALOCEAN HLDGS INC$843,00020,000
+100.0%
0.04%
JWSMU NewJAWS MUSTANG ACQUISITION CORunit 99/99/9999$761,00075,000
+100.0%
0.04%
PVU NewPRIMAVERA CAPITAL ACQUIST COunit 01/19/2026$769,00075,000
+100.0%
0.04%
SRNGU NewSOARING EAGLE ACQUISITION COunit 02/23/2026$759,00075,000
+100.0%
0.04%
RMGCU NewRMG ACQUISITION CORP IIIunit 02/08/2026$746,00075,000
+100.0%
0.04%
FSSIU NewFORTISTAR SUSTAINABLE SOL COunit 01/14/2026$694,00070,000
+100.0%
0.03%
TCACU NewTUATARA CAPITAL ACQUISITN COunit 99/99/9999$700,00070,000
+100.0%
0.03%
HCAQ NewHEALTHCOR CATALIO ACQU CORP$700,00070,000
+100.0%
0.03%
GIIXU NewGORES HLDGS VIII INCunit 02/01/2028$700,00070,000
+100.0%
0.03%
GTPAU NewGORES TECHNOLOGY PARTNERS INunit 03/16/2028$701,00070,000
+100.0%
0.03%
IPVIU NewINTERPRIVATE IV INFRATECH PRunit 03/05/2026$693,00070,000
+100.0%
0.03%
ABGI NewABG ACQUISITION CORP I$692,00070,000
+100.0%
0.03%
DCRNU NewDECARBONIZATION PLUS ACQU IIunit 01/19/2026$704,00070,000
+100.0%
0.03%
LIIIU NewLEO HOLDINGS III CORPunit 99/99/9999$686,00070,000
+100.0%
0.03%
NDACU NewNIGHTDRAGON ACQUISITION CORPunit 02/26/20266$510,00050,000
+100.0%
0.02%
LDHAU NewLDH GROWTH CORP Iunit 03/17/2026$506,00050,000
+100.0%
0.02%
COLIU NewCOLICITY INCunit 02/24/2026$505,00050,000
+100.0%
0.02%
FTAAU NewFTAC ATHENA ACQUISITION CORPunit 99/99/9999$500,00050,000
+100.0%
0.02%
ATAQU NewALTIMAR ACQUISITION CORP IIIunit 99/99/9999$500,00050,000
+100.0%
0.02%
LOKMU NewLIVE OAK MOBILITY ACQUISI COunit 03/01/2028$499,00050,000
+100.0%
0.02%
SCAQU NewSTRATIM CLOUD ACQUISITION COunit 03/05/2026$500,00050,000
+100.0%
0.02%
CCVIU NewCHURCHILL CAPITAL CORP VIunit 99/99/9999$503,00050,000
+100.0%
0.02%
LGACU NewLAZARD GROWTH ACQUISITION COunit 99/99/9999$500,00050,000
+100.0%
0.02%
SHACU NewSCP & CO HEALTHCARE ACQUSTNunit 10/27/2025$499,00050,000
+100.0%
0.02%
KVSA NewKHOSLA VENTURES ACQUISITIONcl a$515,00051,000
+100.0%
0.02%
REVHU NewREVOLUTION HEALTHCAR AQ CORPunit 03/18/20266$503,00050,000
+100.0%
0.02%
KCACU NewKENSINGTON CAPITAL ACQUISITIunit 99/99/9999$513,00050,000
+100.0%
0.02%
AMPIU NewADVANCED MERGER PARTNERS INCunit 99/99/9999$500,00050,000
+100.0%
0.02%
PICCU NewPIVOTAL INVESTMENT CORP IIIunit 01/28/2028$500,00050,000
+100.0%
0.02%
NSTCU NewNORTHERN STAR INVEST CORP IIunit 02/25/2028$498,00050,000
+100.0%
0.02%
FRSGU NewFIRST RESERVE SUSTAINABLE GWunit 03/05/2026$500,00050,000
+100.0%
0.02%
CLAAU NewCOLONNADE ACQUISITION CORP Iunit 99/99/9999$493,00050,000
+100.0%
0.02%
NSTDU NewNORTHERN STAR INVEST CORP IVunit 02/25/2028$496,00050,000
+100.0%
0.02%
TBCPU NewTHUNDER BRIDGE CAP PRTNRS IIunit 02/15/2028$495,00050,000
+100.0%
0.02%
IBERU NewIBERE PHARMACEUTICALSunit 99/99/9999$493,00050,000
+100.0%
0.02%
FSII NewFS DEVELOPMENT CORP II$349,00035,000
+100.0%
0.02%
HUGSU NewUSHG ACQUISITION CORPunit 99/99/9999$332,00033,000
+100.0%
0.02%
SCLEU NewBROADSCALE ACQUISITION CORPunit 02/02/2026$297,00030,000
+100.0%
0.01%
IKNA NewIKENA ONCOLOGY INC$283,00010,000
+100.0%
0.01%
THMAU NewTHIMBLE POINT ACQUISITION COunit 99/99/9999$250,00025,000
+100.0%
0.01%
CFFVU NewCF ACQUISITION CORP Vunit 01/25/2026$250,00025,000
+100.0%
0.01%
SVFC NewSVF INVESTMENT CORP 3$202,00020,000
+100.0%
0.01%
SVFB NewSVF INVESTMENT CORP 2$202,00020,000
+100.0%
0.01%
RXDX NewPROMETHEUS BIOSCIENCES INC$188,00010,292
+100.0%
0.01%
VELOU NewVELOCITY ACQUISITION CORPunit 99/99/9999$197,00020,000
+100.0%
0.01%
ASPCU NewALPHA CAPITAL ACQUISITION COunit 02/16/2026$200,00020,000
+100.0%
0.01%
WPCAU NewWARBURG PINCUS CAPTAL CORP Iunit 99/99/9999$50,0005,000
+100.0%
0.00%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-17
Signatures

The EDGAR filing(s) were signed by:

About Hound Partners

Hound Partners is a New York-based hedge fund that was founded in 2004 by Jonathan Auerbach, a former portfolio manager at Viking Global Investors. The firm manages over $4 billion in assets and employs a team of experienced investment professionals.

The firm's investment strategy is focused on long/short equity investments in the global markets. Hound Partners invests in a wide range of sectors, including technology, healthcare, consumer goods, and financial services. The firm's investment approach is based on fundamental analysis and a deep understanding of the companies in which it invests.

Hound Partners has a strong track record of generating alpha for its investors. The firm's flagship fund, the Hound Partners Master Fund, has delivered an annualized return of over 15% since its inception in 2005. The fund has outperformed its benchmark, the S&P 500, by over 10% per year.

Jonathan Auerbach, the firm's founder and CEO, is a well-respected figure in the hedge fund industry. He has over 20 years of experience in the investment management industry and has worked at several prominent firms, including Viking Global Investors and Tiger Management.

In conclusion, Hound Partners is a highly regarded hedge fund that has a proven track record of generating strong returns for its investors. The firm's experienced team of investment professionals and its focus on fundamental analysis make it a compelling choice for investors looking to invest in the global markets.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPIRIT AEROSYSTEMS HLDGS INC25Q1 202014.3%
TRANSDIGM GROUP INC23Q4 20216.3%
MICROSOFT CORP22Q3 202311.8%
META PLATFORMS INC22Q2 202210.4%
ALPHABET INC22Q1 20236.3%
FLEETCOR TECHNOLOGIES INC20Q4 202010.3%
NEXSTAR MEDIA GROUP INC19Q4 202111.3%
RESTAURANT BRANDS INTL INC18Q2 20197.2%
TESORO CORP17Q2 201710.7%
CARTERS INC16Q1 201712.9%

View Hound Partners's complete holdings history.

Latest significant ownerships (13-D/G)
Hound Partners Q1 2021 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Freshworks Inc.February 14, 20232,082,4841.3%
Stronghold Digital Mining, Inc.Sold outFebruary 14, 202300.0%
VAPOTHERM INCSold outFebruary 14, 202300.0%
CEA Industries Inc.February 17, 2022377,5785.0%
ROVER GROUP, INC.Sold outFebruary 14, 202200.0%
Glass Houses Acquisition Corp.April 02, 20212,000,0009.1%
Nebula Caravel Acquisition Corp.February 16, 20211,524,8775.6%
ZUORA INCFebruary 16, 20214,708,3364.4%
ZUORA INCOctober 22, 20206,843,5956.5%
CarGurus, Inc.February 14, 20203,460,0633.8%

View Hound Partners's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
SC 13G/A2023-02-14
SC 13G/A2023-02-14
SC 13G/A2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15

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