Hound Partners, LLC — Q4 2020 13F Holdings

Name: Hound Partners, LLC — 13F Holdings, Q4 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001353316

Total reported value

$799.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	FTCHQ	Farfetch Ltd-class A	Stock-Other	6.40%	—	-55.34%
2	HCA	Hca Healthcare INC	Stock-Healthcare	5.88%	—	+299.76%
3	KEX	Kirby CORP	Stock-Industrials	5.58%	-1.48%	EXIT
4	WDAY	Workday Inc-class A	Stock-Tech	5.52%	-0.94%	EXIT
5	META	Meta Platforms Inc-class A	Stock-Comm Services	5.18%	-6.84%	EXIT
6	TDG	Transdigm Group INC	Stock-Industrials	4.50%	—	-21.09%
7	WIX	Wix.com Ltd.	Stock-Tech	4.21%	—	—
8	ZUOUSD	Zuora INC - Class A	Stock-Other	4.16%	—	-20.54%
9	OPTU	Optimum Communications Inc-a	Stock-Comm Services	4.06%	—	—
10	FLT1EUR	Fleetcor Technologies INC	Stock-Other	3.90%	—	+74.28%
11	ROST	Ross Stores INC	Stock-Consumer Disc	3.86%	—	-27.64%
12	IQV	Iqvia Holdings INC	Stock-Healthcare	3.72%	—	-9.16%
13	FIS	Fidelity National Info Serv	Stock-Tech	3.53%	—	-11.42%
14	✓		Stock-Other	3.06%	—	—
15	W	Wayfair Inc- Class A	Stock-Consumer Disc	2.86%	—	-13.61%
16	MSFT	Microsoft CORP	Stock-Tech	2.72%	-0.04%	-9.16%
17	BIO	Bio-rad Laboratories-a	Stock-Healthcare	2.72%	+1.65%	-15.53%
18	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.68%	—	-9.16%
19	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	2.66%	—	—
20	NXST	Nexstar Media Group INC	Stock-Comm Services	2.18%	—	-45.00%
21	ECHO	Echostar Corp-a	Stock-Comm Services	2.10%	—	-48.83%
22	FOXA	Fox CORP - Class A	Stock-Comm Services	1.38%	—	-32.21%
23	✓	Nebula Caravel Acquisition C	Stock-Other	1.04%	—	—
24	CARG	Cargurus INC	Stock-Consumer Disc	0.94%	—	-42.73%
25	✓	Dpcm Cap INC	Stock-Other	0.41%	—	—
26	XOP	Ss Spdr S&p Og Exp & Prod	ETF-Other	0.36%	—	—
27	✓	Trebia Acquisition CORP	Stock-Other	0.36%	—	—
28	✓	Aea-bridges Impact CORP	Stock-Other	0.34%	—	—
29	✓	Prime Impact Acquisition I	Stock-Other	0.34%	—	—
30	CAP-U	Capitol Investment CORP V	Stock-Other	0.33%	—	—
31	✓	Bridgetown Holdings LTD	Stock-Other	0.32%	—	—
32	✓	Golden Falcon Acquisition Co	Stock-Other	0.30%	—	—
33	WPF-U	Foley Trasimene Acquisition	Stock-Other	0.28%	—	-0.05%
34	✓	GO Acquisition Corp	Stock-Other	0.28%	—	—
35	✓	Scion Tech Growth I	Stock-Other	0.28%	—	—
36	✓	Gores Hldgs V INC	Stock-Other	0.27%	—	—
37	SEAH-U	Sports Entertainment Acquisi	Stock-Other	0.27%	—	—
38	✓		Stock-Other	0.27%	—	—
39	✓	Acon S2 Acquisition CORP	Stock-Other	0.27%	—	—
40	✓	Roth Ch Acquisition Ii Co	Stock-Other	0.26%	—	—
41	FAII-U	Fortress Value Acquisition C	Stock-Other	0.26%	—	—
42	✓	Starboard Value Acquisitn Co	Stock-Other	0.26%	—	—
43	✓	Cc Neuberger Prin Hldgs Ii	Stock-Other	0.25%	—	—
44	✓	Social Capital Hedosopha Hld	Stock-Other	0.25%	—	—
45	✓	Social Capital Hedosopha Hld	Stock-Other	0.25%	—	—
46	✓	Holicity INC	Stock-Other	0.23%	—	—
47	✓	Vasta Platform LTD	Stock-Other	0.23%	—	-20.92%
48	✓	Artius Acquisition INC	Stock-Other	0.23%	—	—
49	SPNV-U	Supernova Partners Acquisiti	Stock-Other	0.22%	—	—
50	✓	Qell Acquisition CORP	Stock-Other	0.21%	—	—

1–50 of 124

Holding changes this quarter

Position changes disclosed by Hound Partners, LLC for the quarter ending Q4 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	HCA	Hca Healthcare INC	+4.7%	+299.76%	Add
2	FLT1EUR	Fleetcor Technologies INC	+1.8%	+74.28%	Add
3	FTCHQ	Farfetch Ltd-class A	+0.4%	-55.34%	Trim
4	GOOG	Alphabet Inc-cl C	0%	-9.16%	Trim
5	ZUOUSD	Zuora INC - Class A	0%	-20.54%	Trim
6	META	Meta Platforms Inc-class A	-0.7%	-9.16%	Trim
7	FOXA	Fox CORP - Class A	-0.7%	-32.21%	Trim
8	FIS	Fidelity National Info Serv	-0.9%	-11.42%	Trim
9	NXST	Nexstar Media Group INC	-1.3%	-45.00%	Trim
10	W	Wayfair Inc- Class A	-1.7%	-13.61%	Trim
11	ECHO	Echostar Corp-a	-3.1%	-48.83%	Trim
12	AER	AerCap Holdings N.V.	—	EXIT	Sold out
13	WIX	Wix.com Ltd.	—	NEW	New buy
14	OPTU	Optimum Communications Inc-a	—	NEW	New buy
15	PANW	Palo Alto Networks INC	—	EXIT	Sold out
16	✓		—	NEW	New buy
17	BABA	Alibaba Group Holding-sp Adr	—	NEW	New buy
18	CVNA	Carvana Co	—	EXIT	Sold out
19	✓		—	EXIT	Sold out
20	✓	Nebula Caravel Acquisition C	—	NEW	New buy
21	BNTX	Biontech Se-adr	—	EXIT	Sold out
22	✓	Dpcm Cap INC	—	NEW	New buy
23	XOP	Ss Spdr S&p Og Exp & Prod	—	NEW	New buy
24	✓	Aea-bridges Impact CORP	—	NEW	New buy
25	TSLA	Tesla INC	—	EXIT	Sold out
26	CAP-U	Capitol Investment CORP V	—	NEW	New buy
27	DMYD-U	Dmy Technology Group INC Ii	—	EXIT	Sold out
28	✓	Bridgetown Holdings LTD	—	NEW	New buy
29	✓	Forum Merger Iii CORP	—	EXIT	Sold out
30	✓	Golden Falcon Acquisition Co	—	NEW	New buy
31	✓	Scion Tech Growth I	—	NEW	New buy
32	SEAH-U	Sports Entertainment Acquisi	—	NEW	New buy
33	✓		—	NEW	New buy
34	GDRX	Goodrx Holdings Inc-class A	—	EXIT	Sold out
35	✓	Roth Ch Acquisition Ii Co	—	NEW	New buy
36	XLE	Ss Energy Select Sector	—	EXIT	Sold out
37	JMIA	Jumia Technologies Ag-adr	—	EXIT	Sold out
38	✓	Social Capital Hedosopha Hld	—	NEW	New buy
39	✓	Social Capital Hedosopha Hld	—	NEW	New buy
40	WVE	Wave Life Sciences Ltd.	—	EXIT	Sold out
41	FROG	JFrog Ltd.	—	EXIT	Sold out
42	✓	Social Cap Hdosphia Hldg Co	—	EXIT	Sold out
43	SPNV-U	Supernova Partners Acquisiti	—	NEW	New buy
44	✓	Qell Acquisition CORP	—	NEW	New buy
45	FSLR	First Solar INC	—	EXIT	Sold out
46	✓	Lefteris Acquisition CORP	—	NEW	New buy
47	✓	Gores Holdings Iv INC	—	EXIT	Sold out
48	✓	Empower LTD	—	NEW	New buy
49	✓	Social Cap Hedspia Hldg Co I	—	EXIT	Sold out
50	✓	Ajax I	—	NEW	New buy