Hound Partners 13F, Q4 2024
Jonathan Auerbach · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1353316
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 1 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q4 2024
Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $25.58M | 12.3% | -31% shares |
| DOLLAR GEN CORP NEW | DG | $20.37M | 9.8% | +2% shares |
| BIO RAD LABS INC | BIO | $19.34M | 9.3% | -14% shares |
| ENTEGRIS INC | ENTG | $19.08M | 9.2% | +138% shares |
| ARROW ELECTRS INC | ARW | $15.89M | 7.6% | new |
| AMAZON COM INC | AMZN | $15.26M | 7.3% | -37% shares |
| WORKDAY INC | WDAY | $12.84M | 6.2% | -39% shares |
| HCA HEALTHCARE INC | HCA | $10.85M | 5.2% | +130% shares |
| VISA INC | V | $9.67M | 4.7% | -50% shares |
| VAIL RESORTS INC | MTN | $9.60M | 4.6% | -14% shares |
| LIBERTY MEDIA CORP DEL | $7.12M | 3.4% | new | |
| DANAHER CORPORATION | DHR | $7.09M | 3.4% | -14% shares |
| MOHAWK INDS INC | MHK | $6.89M | 3.3% | new |
| RAPID7 INC | RPD | $6.50M | 3.1% | new |
| GOLAR LNG LTD | $6.37M | 3.1% | -80% shares | |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | $6.12M | 2.9% | -14% shares |
| NVIDIA CORPORATION | NVDA | $5.07M | 2.4% | -32% shares |
| UBER TECHNOLOGIES INC | UBER | $4.46M | 2.1% | new |
What changed since Q3 2024
Against the Q3 2024 filing, Hound Partners opened 5 new positions, added to 3, trimmed 10, left 0 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001353316-25-000002, filed by Hound Partners, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.