HOUND PARTNERS LLC
Q4 2021 Form 13-F
NEW YORK, NEW YORK
CIK 0001353316
· CRD 155551
· SEC-registered investment adviser
Consolidated report · includes
2 managers
since Q2 2013
$1.8B Reported Value Total
HOUND PARTNERS reports 13 total accounts under management (AUM). There are 13 discretionary accounts valued at $3,223,778,111, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary Manager
Private funds (Form ADV)
8 funds
· $7.6B gross asset value
Hedge Fund: $7.6B
Source: Form ADV filed 2026-07-15
Reported value
$1.8B
Quarter over quarter
+4.2%
Holdings
106
Top-10 concentration
64.7%
Filing Structure
Reports holdings for
- Hound Partners Offshore Fund LP · File #028-13191 · since Q2 2013
- Hound Partners Variable Beta Master LP · File #028-21018 · since Q4 2020
- Hound Partners Long Master, LP (not a 13F filer in our records) · File #028-16134 · Q1 2014 – Q2 2021
- Hound Partners Concentrated Master, LP (not a 13F filer in our records) · File #028-16135 · Q1 2014 – Q1 2021
Key People
Form ADV owners & control persons
Jonathan A G Auerbach
MANAGING MEMBER
Douglas Edward Marks
CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | February 14, 2022 |
| Form | 13F-HR |
| Reported value | $1.8B |
| Positions | 106 |
| Change in reported value | -5.5% |
| New positions | 10 |
| Exited positions | 110 |
| Position turnover | 55.6% |
| Top-10 concentration | 64.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
32 | $862.9M |
|
Q1 2026 13F
Filed May 15, 2026
|
34 | $799.4M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
36 | $743.2M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
30 | $778.6M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
28 | $739.9M |
|
Q1 2025 13F
Filed May 15, 2025
|
17 | $504.3M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
18 | $260.5M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
17 | $399.5M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
16 | $498.6M |
|
Q1 2024 13F
Filed May 15, 2024
|
15 | $335.5M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
12 | $320.9M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
18 | $451.1M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
16 | $440.7M |
|
Q1 2023 13F
Filed May 15, 2023
|
14 | $397.2M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
13 | $338.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
16 | $526.7M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
24 | $1.2B |
|
Q1 2022 13F
Filed May 13, 2022
|
27 | $1.5B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
106 | $1.8B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
206 | $1.9B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $346.2M | 19.48% |
| 2 | IWM ISHARES TR | $143.6M | 8.08% |
| 3 | KEX KIRBY CORP | $132.1M | 7.43% |
| 4 | MSFT MICROSOFT CORP | $106.8M | 6.01% |
| 5 | HCA HCA HEALTHCARE INC | $85.7M | 4.82% |
| 6 | VTWO VANGUARD SCOTTSDALE FDS | $77.8M | 4.38% |
| 7 | META META PLATFORMS INC | $77.3M | 4.35% |
| 8 | ZEN ZENDESK INC | $68.3M | 3.84% |
| 9 | ROST ROSS STORES INC | $59.1M | 3.33% |
| 10 | FTCHF FARFETCH LTD | $52.5M | 2.95% |
| 11 | TDG TRANSDIGM GROUP INC | $51.3M | 2.88% |
| 12 | STZ CONSTELLATION BRANDS INC | $50.7M | 2.85% |
| 13 | GOOG ALPHABET INC | $42.3M | 2.38% |
| 14 | FIS FIDELITY NATL INFORMATION SV | $41.6M | 2.34% |
| 15 | W WAYFAIR INC | $31.3M | 1.76% |
| 16 | GDDY GODADDY INC | $30.9M | 1.74% |
| 17 | GME P GAMESTOP CORP NEW | $29.6M | 1.67% |
| 18 | VAPO VAPOTHERM INC | $29.1M | 1.63% |
| 19 | DNB DUN & BRADSTREET HLDGS INC | $25.4M | 1.43% |
| 20 | RH RH | $23.2M | 1.3% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.