$1.55 Billion is the total value of Hound Partners's 31 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NXST | Exit | NEXSTAR MEDIA GROUP INCcl a | $0 | – | -728 | -100.0% | -0.01% | – |
HIGAWS | Exit | H I G ACQUISITION CORP*w exp 99/99/999 | $0 | – | -197,245 | -100.0% | -0.01% | – |
Exit | ARYA SCIENCES ACQUISITN CORP | $0 | – | -50,000 | -100.0% | -0.03% | – | |
LDHAU | Exit | LDH GROWTH CORP Iunit 03/17/2026 | $0 | – | -49,901 | -100.0% | -0.03% | – |
NSTDU | Exit | NORTHERN STAR INVEST CORP IVunit 02/25/2028 | $0 | – | -49,868 | -100.0% | -0.03% | – |
LGACU | Exit | LAZARD GROWTH ACQUISITION COunit 99/99/9999 | $0 | – | -49,867 | -100.0% | -0.03% | – |
COLIU | Exit | COLICITY INCunit 02/24/2026 | $0 | – | -49,867 | -100.0% | -0.03% | – |
NSTCU | Exit | NORTHERN STAR INVEST CORP IIunit 02/25/2028 | $0 | – | -49,868 | -100.0% | -0.03% | – |
REVHU | Exit | REVOLUTION HEALTHCAR AQ CORPunit 03/18/20266 | $0 | – | -49,901 | -100.0% | -0.03% | – |
CLAAU | Exit | COLONNADE ACQUISITION CORP Iunit 99/99/9999 | $0 | – | -49,901 | -100.0% | -0.03% | – |
AMPIU | Exit | ADVANCED MERGER PARTNERS INCunit 99/99/9999 | $0 | – | -49,868 | -100.0% | -0.03% | – |
PICCU | Exit | PIVOTAL INVESTMENT CORP IIIunit 01/28/2028 | $0 | – | -49,867 | -100.0% | -0.03% | – |
SCAQU | Exit | STRATIM CLOUD ACQUISITION COunit 03/05/2026 | $0 | – | -49,901 | -100.0% | -0.03% | – |
ATAQU | Exit | ALTIMAR ACQUISITION CORP IIIunit 99/99/9999 | $0 | – | -49,901 | -100.0% | -0.03% | – |
ABGI | Exit | ABG ACQUISITION CORP I | $0 | – | -69,813 | -100.0% | -0.04% | – |
IPVIU | Exit | INTERPRIVATE IV INFRATECH PRunit 03/05/2026 | $0 | – | -69,861 | -100.0% | -0.04% | – |
YTPG | Exit | TPG PACE BENEFICIAL II CORP | $0 | – | -74,760 | -100.0% | -0.04% | – |
BSKYU | Exit | BIG SKY GROWTH PARTNERS INCunit 04/01/2026 | $0 | – | -74,760 | -100.0% | -0.04% | – |
RMGCU | Exit | RMG ACQUISITION CORP IIIunit 02/08/2026 | $0 | – | -74,800 | -100.0% | -0.04% | – |
TETCU | Exit | TECH AND ENERGY TRANSITIONunit 03/31/2028 | $0 | – | -74,802 | -100.0% | -0.04% | – |
ACIIU | Exit | ATLAS CREST INVESTMENT CORPunit 99/99/9999 | $0 | – | -74,633 | -100.0% | -0.04% | – |
DNZU | Exit | D AND Z MEDIA ACQUISITION COunit 99/99/9999 | $0 | – | -99,505 | -100.0% | -0.06% | – |
FACTU | Exit | FREEDOM ACQUISITION I CORPunit 99/99/9999 | $0 | – | -99,733 | -100.0% | -0.06% | – |
SLAMU | Exit | SLAM CORPunit 99/99/9999 | $0 | – | -99,733 | -100.0% | -0.06% | – |
SSAAU | Exit | SCIENCE STRATEGIC ACQ ALPHAunit 01/20/2026 | $0 | – | -99,505 | -100.0% | -0.06% | – |
LCAAU | Exit | L CATTERTON ASIA ACQUISITIONunit 03/11/2026 | $0 | – | -97,802 | -100.0% | -0.06% | – |
OHPAU | Exit | ORION ACQUISITION CORPunit 02/19/2026 | $0 | – | -99,736 | -100.0% | -0.06% | – |
HCIIU | Exit | HUDSON EXECUTIVE INVS CORP Iunit 01/31/2027 | $0 | – | -99,505 | -100.0% | -0.06% | – |
FSRXU | Exit | FINSERV ACQUISITION CORP IIunit 02/17/2026 | $0 | – | -99,733 | -100.0% | -0.06% | – |
SPGSU | Exit | SIMON PROPERTY GRP ACQ HOLDIunit 99/99/9999 | $0 | – | -99,733 | -100.0% | -0.06% | – |
RXRAU | Exit | RXR ACQUISITION CORPunit 01/01/2025 | $0 | – | -99,802 | -100.0% | -0.06% | – |
RKTAU | Exit | ROCKET INTERNET GRWT OPRT COunit 99/99/9999 | $0 | – | -99,802 | -100.0% | -0.06% | – |
ZWRKU | Exit | Z-WORK ACQUISITION CORPunit 99/99/9999 | $0 | – | -99,505 | -100.0% | -0.06% | – |
OEPWU | Exit | ONE EQUITY PARTNERS OPEN WTRunit 01/14/2026 | $0 | – | -124,381 | -100.0% | -0.07% | – |
ACQRU | Exit | INDEPENDENCE HOLDINGS CORPunit 03/02/2026 | $0 | – | -124,752 | -100.0% | -0.07% | – |
Exit | HIPPO HLDGS INC | $0 | – | -500,000 | -100.0% | -0.08% | – | |
Exit | AFTERNEXT HEALTHTECH ACQUISIunit 99/99/9999 | $0 | – | -146,505 | -100.0% | -0.08% | – | |
KIIIU | Exit | KISMET ACQUISITION THREE CORunit 99/99/9999 | $0 | – | -149,600 | -100.0% | -0.08% | – |
STREU | Exit | SUPERNOVA PARTN ACQ CO III Lunit 99/99/9999 | $0 | – | -149,703 | -100.0% | -0.08% | – |
DNAB | Exit | SOCIAL CAP SUVRETTA HLDS CRP | $0 | – | -150,000 | -100.0% | -0.08% | – |
DNAD | Exit | SOCIAL CAP SUVRETTA HLDS CP | $0 | – | -150,000 | -100.0% | -0.08% | – |
KAIIU | Exit | KISMET ACQUISITION TWO CORPunit 99/99/9999 | $0 | – | -149,600 | -100.0% | -0.08% | – |
MBACU | Exit | M3 BRIGADE ACQUISITION II COunit 99/99/9999 | $0 | – | -150,000 | -100.0% | -0.08% | – |
LEGAU | Exit | LEAD EDGE GROWTH OPRTUNTS LTunit 04/01/2026 | $0 | – | -149,703 | -100.0% | -0.08% | – |
DNAA | Exit | SOCIAL CAP SUVRETTA HLDS CRP | $0 | – | -150,000 | -100.0% | -0.08% | – |
ESMU | Exit | ESM ACQUISITION CORPORATIONunit 99/99/9999 | $0 | – | -149,703 | -100.0% | -0.08% | – |
DNAC | Exit | SOCIAL CAP SUVRETTA HLD CRPI | $0 | – | -150,000 | -100.0% | -0.08% | – |
MITU | Exit | MASON INDUSTRIAL TECHNOLGY Iunit 99/99/9999 | $0 | – | -164,089 | -100.0% | -0.09% | – |
VRM | Exit | VROOM INC | $0 | – | -165,100 | -100.0% | -0.10% | – |
BGSXU | Exit | BUILD ACQUISITION CORPunit 99/99/9999 | $0 | – | -180,132 | -100.0% | -0.10% | – |
WPCBU | Exit | WARBURG PINCUS CAPTAL CORP Iunit 99/99/9999 | $0 | – | -181,574 | -100.0% | -0.10% | – |
BGFV | Exit | BIG 5 SPORTING GOODS CORP | $0 | – | -100,000 | -100.0% | -0.11% | – |
Exit | TORTOISEECOFIN ACQUISITION Cunit 99/99/9999 | $0 | – | -191,690 | -100.0% | -0.11% | – | |
TWOA | Exit | TWO | $0 | – | -199,472 | -100.0% | -0.11% | – |
PDOT | Exit | PERIDOT ACQUISITION CORP II | $0 | – | -200,000 | -100.0% | -0.11% | – |
SNRH | Exit | SENIOR CONNECT ACQUISITN COR | $0 | – | -200,000 | -100.0% | -0.11% | – |
PLMIU | Exit | PLUM ACQUISITION CORP Iunit 03/15/2026 | $0 | – | -199,604 | -100.0% | -0.11% | – |
VAQC | Exit | VECTOR ACQUISITION CORP II | $0 | – | -199,604 | -100.0% | -0.11% | – |
HIGA | Exit | H I G ACQUISITION CORP | $0 | – | -199,472 | -100.0% | -0.11% | – |
CHAAU | Exit | CATCHA INVESTMENT CORPunit 99/99/9999 | $0 | – | -199,466 | -100.0% | -0.11% | – |
TIOAU | Exit | TIO TECH Aunit 04/12/2028 | $0 | – | -199,360 | -100.0% | -0.11% | – |
TWNIU | Exit | TAILWIND INTERNATNAL ACQ CORunit 99/99/9999 | $0 | – | -199,466 | -100.0% | -0.11% | – |
DHHCU | Exit | DIAMONDHEAD HOLDINGS CORPunit 01/21/2026 | $0 | – | -199,505 | -100.0% | -0.11% | – |
VLATU | Exit | VALOR LATITUDE ACQUISITN CORunit 04/02/2026 | $0 | – | -199,320 | -100.0% | -0.11% | – |
CLBRU | Exit | COLOMBIER ACQUISITION CORPunit 99/99/9999 | $0 | – | -219,252 | -100.0% | -0.12% | – |
SKYAU | Exit | SKYDECK ACQUISITION CORPunit 05/13/2026 | $0 | – | -247,137 | -100.0% | -0.14% | – |
Exit | XPAC ACQUISITION CORPunit 07/27/2021 | $0 | – | -250,000 | -100.0% | -0.14% | – | |
FWAC | Exit | FIFTH WALL ACQUISITN CORP II | $0 | – | -249,150 | -100.0% | -0.14% | – |
SCOBU | Exit | SCION TECH GROWTH IIunit 99/99/9999 | $0 | – | -249,333 | -100.0% | -0.14% | – |
FVIVU | Exit | FORTRESS VALUE ACQUISI CORPunit 03/31/2028 | $0 | – | -249,505 | -100.0% | -0.14% | – |
FTEVU | Exit | FINTECH EVOLUTION ACQUIS GROunit 99/99/9999 | $0 | – | -299,208 | -100.0% | -0.17% | – |
FICVU | Exit | FRONTIER INVESTMENT CORPunit 06/29/2026 | $0 | – | -300,000 | -100.0% | -0.17% | – |
BCEL | Exit | ATRECA INC | $0 | – | -982,386 | -100.0% | -0.17% | – |
PDOTU | Exit | PERIDOT ACQUISITION CORP IIunit 99/99/9999 | $0 | – | -299,406 | -100.0% | -0.17% | – |
CPARU | Exit | CATALYST PARTNRS ACQUISITN Cunit 99/99/9999 | $0 | – | -298,980 | -100.0% | -0.17% | – |
Exit | ROBINHOOD MKTS INC | $0 | – | -175,000 | -100.0% | -0.18% | – | |
HIIIU | Exit | HUDSON EXECUTIVE INVES IIIunit 02/22/2026 | $0 | – | -349,066 | -100.0% | -0.19% | – |
OSIU | Exit | OSIRIS ACQUISITION CORPunit 99/99/9999 | $0 | – | -348,810 | -100.0% | -0.19% | – |
ITQRU | Exit | ITIQUIRA ACQUISITION CORPunit 02/03/2026 | $0 | – | -373,998 | -100.0% | -0.21% | – |
FSNBU | Exit | FUSION ACQUISITION CORP IIunit 02/29/2028 | $0 | – | -391,458 | -100.0% | -0.22% | – |
ALCC | Exit | ALTC ACQUISITION CORP | $0 | – | -400,000 | -100.0% | -0.22% | – |
AMC | Exit | AMC ENTMT HLDGS INCput | $0 | – | -200,800 | -100.0% | -0.31% | – |
Exit | DA32 LIFE SCNCE TEC ACQSTN C | $0 | – | -750,000 | -100.0% | -0.41% | – | |
OPEN | Exit | OPENDOOR TECHNOLOGIES INC | $0 | – | -573,074 | -100.0% | -0.47% | – |
IWM | Exit | ISHARES TRput | $0 | – | -60,000 | -100.0% | -0.75% | – |
STZ | Exit | CONSTELLATION BRANDS INCcall | $0 | – | -57,000 | -100.0% | -0.80% | – |
GME | Exit | GAMESTOP CORP NEWcall | $0 | – | -98,200 | -100.0% | -0.82% | – |
DNB | Exit | DUN & BRADSTREET HLDGS INC | $0 | – | -1,237,992 | -100.0% | -1.43% | – |
GME | Exit | GAMESTOP CORP NEWput | $0 | – | -199,500 | -100.0% | -1.67% | – |
GDDY | Exit | GODADDY INCcl a | $0 | – | -364,055 | -100.0% | -1.74% | – |
TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -80,568 | -100.0% | -2.88% | – |
ZEN | Exit | ZENDESK INC | $0 | – | -654,423 | -100.0% | -3.84% | – |
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 2022-05-13
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.