$1.78 Billion is the total value of Hound Partners's 112 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLHAU | GLASS HOUSES ACQUISITION CORunit 03/25/2028 | $19,960,000 | +0.6% | 2,000,000 | 0.0% | 1.12% | +6.3% | |
| DA32 LIFE SCNCE TEC ACQSTN C | $7,358,000 | -0.2% | 750,000 | 0.0% | 0.41% | +5.6% | ||
| ALCC | ALTC ACQUISITION CORP | $3,940,000 | +0.2% | 400,000 | 0.0% | 0.22% | +6.2% | |
| ITQRU | ITIQUIRA ACQUISITION CORPunit 02/03/2026 | $3,703,000 | -0.5% | 373,998 | 0.0% | 0.21% | +5.1% | |
| OSIU | OSIRIS ACQUISITION CORPunit 99/99/9999 | $3,444,000 | -0.7% | 348,810 | 0.0% | 0.19% | +5.4% | |
| HIIIU | HUDSON EXECUTIVE INVES IIIunit 02/22/2026 | $3,421,000 | -0.5% | 349,066 | 0.0% | 0.19% | +4.9% | |
| CPARU | CATALYST PARTNRS ACQUISITN Cunit 99/99/9999 | $2,993,000 | +1.6% | 298,980 | 0.0% | 0.17% | +7.0% | |
| PDOTU | PERIDOT ACQUISITION CORP IIunit 99/99/9999 | $2,973,000 | +0.7% | 299,406 | 0.0% | 0.17% | +6.4% | |
| FTEVU | FINTECH EVOLUTION ACQUIS GROunit 99/99/9999 | $2,959,000 | +0.1% | 299,208 | 0.0% | 0.17% | +5.7% | |
| FICVU | FRONTIER INVESTMENT CORPunit 06/29/2026 | $2,946,000 | -0.3% | 300,000 | 0.0% | 0.17% | +5.7% | |
| FVIVU | FORTRESS VALUE ACQUISI CORPunit 03/31/2028 | $2,490,000 | +1.3% | 249,505 | 0.0% | 0.14% | +6.9% | |
| SCOBU | SCION TECH GROWTH IIunit 99/99/9999 | $2,468,000 | -0.5% | 249,333 | 0.0% | 0.14% | +5.3% | |
| FWAC | FIFTH WALL ACQUISITN CORP II | $2,477,000 | +1.2% | 249,150 | 0.0% | 0.14% | +6.9% | |
| XPAC ACQUISITION CORPunit 07/27/2021 | $2,444,000 | -0.6% | 250,000 | 0.0% | 0.14% | +5.3% | ||
| CLBRU | COLOMBIER ACQUISITION CORPunit 99/99/9999 | $2,151,000 | -0.6% | 219,252 | 0.0% | 0.12% | +5.2% | |
| TWNIU | TAILWIND INTERNATNAL ACQ CORunit 99/99/9999 | $1,973,000 | -0.2% | 199,466 | 0.0% | 0.11% | +5.7% | |
| VLATU | VALOR LATITUDE ACQUISITN CORunit 04/02/2026 | $1,977,000 | -0.3% | 199,320 | 0.0% | 0.11% | +5.7% | |
| TIOAU | TIO TECH Aunit 04/12/2028 | $1,978,000 | -0.6% | 199,360 | 0.0% | 0.11% | +4.7% | |
| CHAAU | CATCHA INVESTMENT CORPunit 99/99/9999 | $1,975,000 | +1.0% | 199,466 | 0.0% | 0.11% | +6.7% | |
| DHHCU | DIAMONDHEAD HOLDINGS CORPunit 01/21/2026 | $1,967,000 | -0.4% | 199,505 | 0.0% | 0.11% | +5.7% | |
| SNRH | SENIOR CONNECT ACQUISITN COR | $1,948,000 | -0.3% | 200,000 | 0.0% | 0.11% | +5.8% | |
| VAQC | VECTOR ACQUISITION CORP II | $1,950,000 | +0.2% | 199,604 | 0.0% | 0.11% | +5.8% | |
| PLMIU | PLUM ACQUISITION CORP Iunit 03/15/2026 | $1,952,000 | -0.3% | 199,604 | 0.0% | 0.11% | +5.8% | |
| HIGA | H I G ACQUISITION CORP | $1,951,000 | +0.1% | 199,472 | 0.0% | 0.11% | +5.8% | |
| TWOA | TWO | $1,941,000 | -0.6% | 199,472 | 0.0% | 0.11% | +4.8% | |
| PDOT | PERIDOT ACQUISITION CORP II | $1,946,000 | +0.2% | 200,000 | 0.0% | 0.11% | +5.8% | |
| BGSXU | BUILD ACQUISITION CORPunit 99/99/9999 | $1,778,000 | -1.3% | 180,132 | 0.0% | 0.10% | +4.2% | |
| ESMU | ESM ACQUISITION CORPORATIONunit 99/99/9999 | $1,494,000 | +0.5% | 149,703 | 0.0% | 0.08% | +6.3% | |
| LEGAU | LEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026 | $1,490,000 | -0.4% | 149,703 | 0.0% | 0.08% | +5.0% | |
| DNAA | SOCIAL CAP SUVRETTA HLDS CRP | $1,490,000 | -0.2% | 150,000 | 0.0% | 0.08% | +6.3% | |
| DNAC | SOCIAL CAP SUVRETTA HLD CRPI | $1,485,000 | +1.0% | 150,000 | 0.0% | 0.08% | +7.7% | |
| STREU | SUPERNOVA PARTN ACQ CO III Lunit 99/99/9999 | $1,482,000 | +0.2% | 149,703 | 0.0% | 0.08% | +5.1% | |
| DNAD | SOCIAL CAP SUVRETTA HLDS CP | $1,473,000 | +0.1% | 150,000 | 0.0% | 0.08% | +6.4% | |
| DNAB | SOCIAL CAP SUVRETTA HLDS CRP | $1,484,000 | +0.1% | 150,000 | 0.0% | 0.08% | +5.1% | |
| KAIIU | KISMET ACQUISITION TWO CORPunit 99/99/9999 | $1,480,000 | +0.4% | 149,600 | 0.0% | 0.08% | +6.4% | |
| KIIIU | KISMET ACQUISITION THREE CORunit 99/99/9999 | $1,466,000 | -1.0% | 149,600 | 0.0% | 0.08% | +3.8% | |
| ACQRU | INDEPENDENCE HOLDINGS CORPunit 03/02/2026 | $1,250,000 | +0.5% | 124,752 | 0.0% | 0.07% | +6.1% | |
| OEPWU | ONE EQUITY PARTNERS OPEN WTRunit 01/14/2026 | $1,231,000 | -0.2% | 124,381 | 0.0% | 0.07% | +4.5% | |
| ZWRKU | Z-WORK ACQUISITION CORPunit 99/99/9999 | $987,000 | +0.1% | 99,505 | 0.0% | 0.06% | +7.7% | |
| RXRAU | RXR ACQUISITION CORPunit 01/01/2025 | $988,000 | +0.5% | 99,802 | 0.0% | 0.06% | +7.7% | |
| SPGSU | SIMON PROPERTY GRP ACQ HOLDIunit 99/99/9999 | $987,000 | -0.5% | 99,733 | 0.0% | 0.06% | +5.7% | |
| RKTAU | ROCKET INTERNET GRWT OPRT COunit 99/99/9999 | $992,000 | -0.4% | 99,802 | 0.0% | 0.06% | +5.7% | |
| OHPAU | ORION ACQUISITION CORPunit 02/19/2026 | $982,000 | -0.5% | 99,736 | 0.0% | 0.06% | +5.8% | |
| FACTU | FREEDOM ACQUISITION I CORPunit 99/99/9999 | $979,000 | -0.8% | 99,733 | 0.0% | 0.06% | +5.8% | |
| FSRXU | FINSERV ACQUISITION CORP IIunit 02/17/2026 | $983,000 | 0.0% | 99,733 | 0.0% | 0.06% | +5.8% | |
| HCIIU | HUDSON EXECUTIVE INVS CORP Iunit 01/31/2027 | $985,000 | -0.4% | 99,505 | 0.0% | 0.06% | +3.8% | |
| SSAAU | SCIENCE STRATEGIC ACQ ALPHAunit 01/20/2026 | $983,000 | -0.7% | 99,505 | 0.0% | 0.06% | +3.8% | |
| SLAMU | SLAM CORPunit 99/99/9999 | $984,000 | -0.3% | 99,733 | 0.0% | 0.06% | +5.8% | |
| DNZU | D AND Z MEDIA ACQUISITION COunit 99/99/9999 | $986,000 | -0.2% | 99,505 | 0.0% | 0.06% | +3.8% | |
| RMGCU | RMG ACQUISITION CORP IIIunit 02/08/2026 | $744,000 | +0.7% | 74,800 | 0.0% | 0.04% | +7.7% | |
| YTPG | TPG PACE BENEFICIAL II CORP | $733,000 | -0.4% | 74,760 | 0.0% | 0.04% | +5.1% | |
| BSKYU | BIG SKY GROWTH PARTNERS INCunit 04/01/2026 | $732,000 | -1.9% | 74,760 | 0.0% | 0.04% | +2.5% | |
| IPVIU | INTERPRIVATE IV INFRATECH PRunit 03/05/2026 | $688,000 | +0.3% | 69,861 | 0.0% | 0.04% | +8.3% | |
| ABGI | ABG ACQUISITION CORP I | $683,000 | +0.4% | 69,813 | 0.0% | 0.04% | +5.6% | |
| AMPIU | ADVANCED MERGER PARTNERS INCunit 99/99/9999 | $493,000 | +0.2% | 49,868 | 0.0% | 0.03% | +7.7% | |
| ATAQU | ALTIMAR ACQUISITION CORP IIIunit 99/99/9999 | $493,000 | -1.4% | 49,901 | 0.0% | 0.03% | +3.7% | |
| REVHU | REVOLUTION HEALTHCAR AQ CORPunit 03/18/20266 | $494,000 | +0.4% | 49,901 | 0.0% | 0.03% | +7.7% | |
| PICCU | PIVOTAL INVESTMENT CORP IIIunit 01/28/2028 | $494,000 | +0.2% | 49,867 | 0.0% | 0.03% | +7.7% | |
| LGACU | LAZARD GROWTH ACQUISITION COunit 99/99/9999 | $494,000 | +0.2% | 49,867 | 0.0% | 0.03% | +7.7% | |
| LDHAU | LDH GROWTH CORP Iunit 03/17/2026 | $496,000 | +0.8% | 49,901 | 0.0% | 0.03% | +7.7% | |
| NSTDU | NORTHERN STAR INVEST CORP IVunit 02/25/2028 | $494,000 | +0.4% | 49,868 | 0.0% | 0.03% | +7.7% | |
| NSTCU | NORTHERN STAR INVEST CORP IIunit 02/25/2028 | $495,000 | +0.6% | 49,868 | 0.0% | 0.03% | +7.7% | |
| COLIU | COLICITY INCunit 02/24/2026 | $496,000 | +0.2% | 49,867 | 0.0% | 0.03% | +7.7% | |
| SCAQU | STRATIM CLOUD ACQUISITION COunit 03/05/2026 | $491,000 | -1.0% | 49,901 | 0.0% | 0.03% | +7.7% | |
| CLAAU | COLONNADE ACQUISITION CORP Iunit 99/99/9999 | $493,000 | +1.9% | 49,901 | 0.0% | 0.03% | +7.7% | |
| ARYA SCIENCES ACQUISITN CORP | $485,000 | -1.8% | 50,000 | 0.0% | 0.03% | +3.8% | ||
| HIGAWS | H I G ACQUISITION CORP*w exp 99/99/999 | $138,000 | +2.2% | 197,245 | 0.0% | 0.01% | +14.3% |
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 2022-02-14
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
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPIRIT AEROSYSTEMS HLDGS INC | 25 | Q1 2020 | 14.3% |
| TRANSDIGM GROUP INC | 23 | Q4 2021 | 6.3% |
| MICROSOFT CORP | 22 | Q3 2023 | 11.8% |
| META PLATFORMS INC | 22 | Q2 2022 | 10.4% |
| ALPHABET INC | 22 | Q1 2023 | 6.3% |
| FLEETCOR TECHNOLOGIES INC | 20 | Q4 2020 | 10.3% |
| NEXSTAR MEDIA GROUP INC | 19 | Q4 2021 | 11.3% |
| RESTAURANT BRANDS INTL INC | 18 | Q2 2019 | 7.2% |
| TESORO CORP | 17 | Q2 2017 | 10.7% |
| CARTERS INC | 16 | Q1 2017 | 12.9% |
View Hound Partners's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Freshworks Inc. | February 14, 2023 | 2,082,484 | 1.3% |
| Stronghold Digital Mining, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| VAPOTHERM INCSold out | February 14, 2023 | 0 | 0.0% |
| CEA Industries Inc. | February 17, 2022 | 377,578 | 5.0% |
| ROVER GROUP, INC.Sold out | February 14, 2022 | 0 | 0.0% |
| Glass Houses Acquisition Corp. | April 02, 2021 | 2,000,000 | 9.1% |
| Nebula Caravel Acquisition Corp. | February 16, 2021 | 1,524,877 | 5.6% |
| ZUORA INC | February 16, 2021 | 4,708,336 | 4.4% |
| ZUORA INC | October 22, 2020 | 6,843,595 | 6.5% |
| CarGurus, Inc. | February 14, 2020 | 3,460,063 | 3.8% |
View Hound Partners's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Hound Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.