Hound Partners, LLC Portfolio Holdings by Sector

Hound Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Travel Services \| Consumer Cyclical NCLH CCL EXPE 3 stocks	$220,300 44.4% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$78,102 15.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BIO 1 stocks	$49,146 9.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT RPD 2 stocks	$21,204 4.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$20,200 4.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy GLNG 1 stocks	$19,288 3.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$18,713 3.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY 1 stocks	$16,370 3.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG 1 stocks	$15,231 3.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$12,221 2.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$10,916 2.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MTN 1 stocks	$8,015 1.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MHK 1 stocks	$6,466 1.3% of portfolio	-	1	-	-	0 Calls 0 Puts

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