HOUND PARTNERS LLC
Q2 2022 Form 13-F

NEW YORK, NEW YORK
CIK 0001353316 · CRD 155551 · SEC-registered investment adviser
Consolidated report · includes 2 managers since Q2 2013
$1.2B Reported Value Total

HOUND PARTNERS reports 9 total accounts under management (AUM). There are 9 discretionary accounts valued at $2,994,985,228, 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
$1.2B
Quarter over quarter
-22.6%
Holdings
24
Top-10 concentration
81.9%

Filing Structure

Reports holdings for

  • 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

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Q2 2022 13F record

Q2 2022 13F filing summary

Q2 2022 Form 13F portfolio summary
Period of report June 30, 2022
Filed August 15, 2022
Form 13F-HR
Reported value $1.2B
Positions 24
Change in reported value -20.3%
New positions 3
Exited positions 6
Position turnover 30.0%
Top-10 concentration 81.9%

13F filings by quarter

Form 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 · Q2 2022

Largest Q2 2022 13F positions by reported value
# Holding Reported value % of portfolio
1 VOO VANGUARD INDEX FDS $259.5M 21.05%
2 IWM ISHARES TR $251.0M 20.36%
3 MSFT MICROSOFT CORP $98.7M 8.0%
4 SPY SPDR S&P 500 ETF TR $87.6M 7.1%
5 HCA HCA HEALTHCARE INC $59.8M 4.85%
6 GOOG ALPHABET INC $56.7M 4.6%
7 KEX KIRBY CORP $56.4M 4.58%
8 FIS FIDELITY NATL INFORMATION SV $48.4M 3.92%
9 ROST ROSS STORES INC $46.6M 3.78%
10 TRQ TURQUOISE HILL RES LTD $44.4M 3.6%
11 META META PLATFORMS INC $33.8M 2.74%
12 BIO BIO RAD LABS INC $31.4M 2.55%
13 FRSH FRESHWORKS INC $31.0M 2.52%
14 VLRS CONTROLADORA VUELA COMP DE A $24.3M 1.97%
15 LPRO OPEN LENDING CORP $21.7M 1.76%
16 GLHAU GLASS HOUSES ACQUISITION COR $19.6M 1.59%
17 RH RH $16.6M 1.35%
18 RIVN RIVIAN AUTOMOTIVE INC $11.1M 0.9%
19 HGV HILTON GRAND VACATIONS INC $8.1M 0.66%
20 W WAYFAIR INC $8.0M 0.65%

Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.

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