Hound Partners, LLC Top Holdings and 13F Report (2024) About Hound Partners, LLCInvestment ActivityHound Partners, LLC has $399.52 million in total holdings as of September 30, 2024.Hound Partners, LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 21.98% of the portfolio was purchased this quarter.About 65.05% of the portfolio was sold this quarter.This quarter, Hound Partners, LLC has purchased 16 new stocks and bought additional shares in 5 stocks.Hound Partners, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings ISHARES BITCOIN TRUST ETF $89,632,605Booking $44,201,987Fortinet $38,153,437Microsoft $37,925,351Golar LNG $27,997,482 Largest New Holdings this Quarter Dollar General $22,179,582 HoldingEntegris $9,092,086 HoldingNVIDIA $6,709,924 Holding Largest Purchases this Quarter Dollar General 262,263 shares (about $22.18M)Microsoft 39,381 shares (about $16.95M)Workday 56,000 shares (about $13.69M)Amazon.com 62,490 shares (about $11.64M)Entegris 80,797 shares (about $9.09M) Largest Sales this Quarter Fortinet 1,915,878 shares (about $148.58M)Bio-Rad Laboratories 96,510 shares (about $32.29M)Booking 6,590 shares (about $27.76M)Golar LNG 393,123 shares (about $14.45M)HCA Healthcare 27,721 shares (about $11.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHound Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorISHARES BITCOIN TRUST ETF$89,632,605$1,539,861 ▼-1.7%2,480,83622.4%SHS BEN INTBKNGBooking$44,201,987$27,757,871 ▼-38.6%10,49411.1%Retail/WholesaleFTNTFortinet$38,153,437$148,576,340 ▼-79.6%491,9859.5%Computer and TechnologyMSFTMicrosoft$37,925,351$16,945,644 ▲80.8%88,1379.5%Computer and TechnologyGLNGGolar LNG$27,997,482$14,451,201 ▼-34.0%761,6297.0%TransportationBIOBio-Rad Laboratories$22,871,889$32,290,316 ▼-58.5%68,3605.7%MedicalDGDollar General$22,179,582$22,179,582 ▲New Holding262,2635.6%Retail/WholesaleAMZNAmazon.com$20,501,517$11,643,762 ▲131.5%110,0285.1%Retail/WholesaleWDAYWorkday$19,944,589$13,686,960 ▲218.7%81,6035.0%Computer and TechnologyVVisa$16,654,546$5,435,211 ▲48.4%60,5734.2%Business ServicesMTNVail Resorts$10,362,761$1,673,707 ▼-13.9%59,4572.6%Consumer DiscretionaryDHRDanaher$9,971,465$1,610,570 ▼-13.9%35,8662.5%Multi-Sector ConglomeratesFIFiserv$9,596,723$8,584,395 ▼-47.2%53,4192.4%Business ServicesENTGEntegris$9,092,086$9,092,086 ▲New Holding80,7972.3%Computer and TechnologyARWRArrowhead Pharmaceuticals$7,335,574$2,107,049 ▲40.3%378,7081.8%MedicalNVDANVIDIA$6,709,924$6,709,924 ▲New Holding55,2531.7%Computer and TechnologyHCAHCA Healthcare$6,385,828$11,266,646 ▼-63.8%15,7121.6%MedicalMHKMohawk Industries$0$12,006,577 ▼-100.0%00.0%Consumer DiscretionaryFTCIFTC Solar$0$116,638 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
