Hound Partners 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Hound Partners disclosed 18 US equity positions worth $208.1m in its Q4 2024 13F filing. The largest position was MSFT at 12.3% of the reported book, followed by DG and BIO. Against the Q3 2024 filing, it opened 5 new positions, added to 3 and reduced 10 among the top 18 holdings.
What did Hound Partners own in Q4 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 12.3% | $25.6m | 60,694 | -31% | reduced |
| 2 | DG DOLLAR GEN CORP NEW | Consumer Defensive | 9.8% | $20.4m | 268,611 | 2% | added |
| 3 | BIO BIO RAD LABS INC | Healthcare | 9.3% | $19.3m | 58,858 | -14% | reduced |
| 4 | ENTG ENTEGRIS INC | Technology | 9.2% | $19.1m | 192,582 | 138% | added |
| 5 | ARW ARROW ELECTRS INC | Technology | 7.6% | $15.9m | 140,483 | – | new |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 7.3% | $15.3m | 69,540 | -37% | reduced |
| 7 | WDAY WORKDAY INC | Technology | 6.2% | $12.8m | 49,780 | -39% | reduced |
| 8 | HCA HCA HEALTHCARE INC | Healthcare | 5.2% | $10.8m | 36,138 | 130% | added |
| 9 | V VISA INC | Financial Services | 4.6% | $9.7m | 30,610 | -49% | reduced |
| 10 | MTN VAIL RESORTS INC | Consumer Cyclical | 4.6% | $9.6m | 51,193 | -14% | reduced |
| 11 | LIBERTY MEDIA CORP DEL | 3.4% | $7.1m | 104,622 | – | new | |
| 12 | DHR DANAHER CORPORATION | Healthcare | 3.4% | $7.1m | 30,880 | -14% | reduced |
| 13 | MHK MOHAWK INDS INC | Consumer Cyclical | 3.3% | $6.9m | 57,843 | – | new |
| 14 | RPD RAPID7 INC | Technology | 3.1% | $6.5m | 161,621 | – | new |
| 15 | GLNG GOLAR LNG LTD | Energy | 3.1% | $6.4m | 150,483 | -80% | reduced |
| 16 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 2.9% | $6.1m | 325,525 | -14% | reduced |
| 17 | NVDA NVIDIA CORPORATION | Technology | 2.4% | $5.1m | 37,755 | -32% | reduced |
| 18 | UBER UBER TECHNOLOGIES INC | Technology | 2.1% | $4.5m | 73,926 | – | new |
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.