Hound Partners, LLC Portfolio Holdings by Sector
Hound Partners, LLC
- $253 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Aerospace & Defense | Industrials
ACHR 1 stocks |
$52,385
20.68% of portfolio
|
  1  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT RPD 2 stocks |
$32,084
12.66% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
DG 1 stocks |
$20,366
8.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BIO 1 stocks |
$19,335
7.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$19,077
7.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
WDAY UBER 2 stocks |
$17,303
6.83% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$15,891
6.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$15,256
6.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$10,846
4.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$9,673
3.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MTN 1 stocks |
$9,596
3.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$7,088
2.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$6,890
2.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
GLNG 1 stocks |
$6,368
2.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ARWR 1 stocks |
$6,119
2.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$5,070
2.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|