Hound Partners 13F holdings, Q4 2008
Holdings as of December 31, 2008 · filings on SEC EDGAR · latest filing →
Hound Partners disclosed 17 US equity positions worth $132.3m in its Q4 2008 13F filing. The largest position was KINDER MORGAN MANAGEMENT LLC at 22.3% of the reported book, followed by GOODRICH PETE CORP and GLDD. Against the Q3 2008 filing, it opened 1 new position, added to 4 and reduced 11 among the top 17 holdings.
What did Hound Partners own in Q4 2008? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2008 |
|---|---|---|---|---|---|---|---|
| 1 | KINDER MORGAN MANAGEMENT LLC | 22.3% | $29.5m | 738,784 | -14% | reduced | |
| 2 | GOODRICH PETE CORP | 16.6% | $21.9m | 731,875 | -20% | reduced | |
| 3 | GLDD GREAT LAKES DREDGE & DOCK CO | 13.9% | $18.4m | 4,441,548 | -11% | reduced | |
| 4 | COVANTA HLDG CORP | 13.7% | $18.1m | 825,869 | 24% | added | |
| 5 | LIBERTY MEDIA CORP NEW ENT | 9.4% | $12.4m | 710,000 | – | new | |
| 6 | HQ SUSTAINABLE MARITIM IND I | 4.7% | $6.2m | 785,915 | -18% | reduced | |
| 7 | AMERICAN TOWER CORP | 4.6% | $6.1m | 206,542 | -48% | reduced | |
| 8 | STAR SCIENTIFIC INC | 2.9% | $3.8m | 1,000,330 | -18% | reduced | |
| 9 | HECKMANN CORP *W EXP 11/09/201 | 2.7% | $3.5m | 3,086,700 | 63% | added | |
| 10 | CYPRESS BIOSCIENCES INC | 2.4% | $3.2m | 472,469 | 51% | added | |
| 11 | HECKMANN CORP | 2.3% | $3.0m | 532,900 | 12% | added | |
| 12 | ARABIAN AMERN DEV CO | 1.6% | $2.1m | 1,337,486 | -11% | reduced | |
| 13 | TRAILER BRIDGE | 1.5% | $2.0m | 534,107 | -6% | reduced | |
| 14 | MILLENNIUM INDIA ACQS | 0.6% | $850.0k | 850,286 | 0% | held | |
| 15 | GREAT WOLF RESORTS INC | 0.6% | $819.0k | 531,990 | -42% | reduced | |
| 16 | FEDERAL NATL MTG ASSN | 0.2% | $211.0k | 277,200 | -50% | reduced | |
| 17 | FEDERAL HOME LN MTG CORP | 0.0% | $60.0k | 82,500 | -50% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.