Hound Partners, LLC Top Holdings and 13F Report (2024)

About Hound Partners, LLC

Hound Partners, LLC has $335.49 million in total holdings as of March 31, 2024.
Hound Partners, LLC owns shares of 15 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 25.38% of the portfolio was purchased this quarter.
About 31.04% of the portfolio was sold this quarter.
This quarter, Hound Partners, LLC has purchased 12 new stocks and bought additional shares in 5 stocks.
Hound Partners, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.

ISHARES BITCOIN TR: 614,881 shares (about $24.88M)
WillScot Mobile Mini: 380,022 shares (about $17.67M)
Golar LNG: 472,970 shares (about $11.38M)
Fiserv: 63,627 shares (about $10.17M)
Booking: 2,751 shares (about $9.98M)

HCA Healthcare: 89,774 shares (about $29.94M)
Vanguard Utilities ETF: 196,547 shares (about $28.02M)
Kirby: 182,645 shares (about $17.41M)
Cal-Maine Foods: 231,838 shares (about $13.64M)
Microsoft: 12,658 shares (about $5.33M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIO Bio-Rad Laboratories	$91,495,412	$993,685 ▲	1.1%	264,537	27.3%	Medical
GLNG Golar LNG	$45,401,773	$11,379,658 ▲	33.4%	1,887,023	13.5%	Transportation
HCA HCA Healthcare	$26,216,459	$29,942,323 ▼	-53.3%	78,603	7.8%	Medical
ISHARES BITCOIN TR	$24,884,234	$24,884,234 ▲	New Holding	614,881	7.4%	SHS
MSFT Microsoft	$23,136,234	$5,325,474 ▼	-18.7%	54,992	6.9%	Computer and Technology
KEX Kirby	$21,436,515	$17,409,722 ▼	-44.8%	224,890	6.4%	Transportation
WDAY Workday	$19,479,260	$7,518,627 ▲	62.9%	71,418	5.8%	Computer and Technology
WSC WillScot Mobile Mini	$17,671,023	$17,671,023 ▲	New Holding	380,022	5.3%	Consumer Discretionary
MHK Mohawk Industries	$15,605,098	$1,400,130 ▲	9.9%	119,223	4.7%	Consumer Discretionary
VPU Vanguard Utilities ETF	$12,442,386	$28,023,671 ▼	-69.3%	87,266	3.7%	ETF
DHR Danaher	$11,733,843	$1,134,977 ▲	10.7%	46,988	3.5%	Multi-Sector Conglomerates
FI Fiserv	$10,168,867	$10,168,867 ▲	New Holding	63,627	3.0%	Business Services
BKNG Booking	$9,980,298	$9,980,298 ▲	New Holding	2,751	3.0%	Retail/Wholesale
CALM Cal-Maine Foods	$5,541,846	$13,643,667 ▼	-71.1%	94,169	1.7%	Basic Materials
FTCI FTC Solar	$295,314	$7,343 ▼	-2.4%	547,892	0.1%	Oils/Energy
RH RH	$0	$9,781,777 ▼	-100.0%	0	0.0%	Consumer Staples