Hound Partners Q2 2022 holdings

$1.23 Billion is the total value of Hound Partners's 24 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 41.9% .

 Value Shares↓ Weighting
VOO SellVANGUARD INDEX FDS$259,457
-24.5%
747,972
-9.6%
21.05%
-5.2%
IWM BuyISHARES TRrussell 2000 etf$251,001
+71.6%
1,482,054
+107.9%
20.36%
+115.3%
MSFT SellMICROSOFT CORP$98,677
-29.9%
384,210
-15.8%
8.00%
-12.0%
SPY NewSPDR S&P 500 ETF TRtr unit$87,560232,100
+100.0%
7.10%
HCA BuyHCA HEALTHCARE INC$59,781
-23.1%
355,715
+14.7%
4.85%
-3.5%
GOOG BuyALPHABET INCcap stk cl c$56,705
-7.6%
25,923
+17.9%
4.60%
+15.9%
KEX SellKIRBY CORP$56,424
-61.2%
927,419
-53.9%
4.58%
-51.3%
FIS SellFIDELITY NATL INFORMATION SV$48,377
-18.7%
527,728
-11.0%
3.92%
+2.0%
ROST BuyROSS STORES INC$46,565
+6.8%
663,041
+37.6%
3.78%
+34.1%
TRQ BuyTURQUOISE HILL RES LTD$44,362
+159.1%
1,656,530
+190.6%
3.60%
+225.1%
FB SellMETA PLATFORMS INCcl a$33,822
-28.9%
209,747
-2.0%
2.74%
-10.8%
BIO NewBIO RAD LABS INCcl a$31,39363,421
+100.0%
2.55%
SellFRESHWORKS INC$31,016
-57.7%
2,358,661
-42.4%
2.52%
-47.0%
VLRS SellCONTROLADORA VUELA COMP DE Aspon adr rp 10$24,307
-44.7%
2,366,814
-2.0%
1.97%
-30.6%
LPRO SellOPEN LENDING CORP$21,680
-47.0%
2,119,253
-2.0%
1.76%
-33.5%
GLHAU  GLASS HOUSES ACQUISITION CORunit 03/25/2028$19,600
-1.0%
2,000,0000.0%1.59%
+24.2%
RH BuyRH$16,637
-27.1%
78,380
+12.0%
1.35%
-8.5%
NewRIVIAN AUTOMOTIVE INC$11,103431,358
+100.0%
0.90%
HGV SellHILTON GRAND VACATIONS INC$8,107
-45.5%
226,888
-20.6%
0.66%
-31.5%
W SellWAYFAIR INCcl a$7,969
-61.5%
182,938
-2.0%
0.65%
-51.7%
SQ BuyBLOCK INCcl a$7,448
-22.7%
121,188
+70.6%
0.60%
-3.0%
FTCH SellFARFETCH LTDord sh cl a$6,650
-53.6%
928,840
-2.0%
0.54%
-41.8%
VAPO SellVAPOTHERM INC$2,085
-89.5%
824,098
-42.1%
0.17%
-86.8%
NGMS SellNEOGAMES S A$1,971
-87.1%
146,984
-85.2%
0.16%
-83.8%
ExitLEAFLY HOLDINGS INCcall$0-50,000
-100.0%
-0.03%
ExitSES AI CORPORATIONcall$0-50,000
-100.0%
-0.03%
ALOT ExitASTRONOVA INC$0-45,495
-100.0%
-0.04%
GTES ExitGATES INDL CORP PLC$0-83,656
-100.0%
-0.08%
CFVI ExitCF ACQUISITION CORP VIput$0-200,000
-100.0%
-0.15%
ExitSWEETGREEN INCput$0-100,000
-100.0%
-0.21%
ExitSTRONGHOLD DIGITAL MINING IN$0-1,365,944
-100.0%
-0.52%
STZ ExitCONSTELLATION BRANDS INCcl a$0-79,283
-100.0%
-1.18%
WDAY ExitWORKDAY INCcl a$0-211,231
-100.0%
-3.27%
VTWO ExitVANGUARD SCOTTSDALE FDSvng rus2000idx$0-1,012,285
-100.0%
-5.42%

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

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

The EDGAR filing(s) were signed by:

  • Douglas Marks — CFO/CCO

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