0001353316-20-000008.txt : 20200817 0001353316-20-000008.hdr.sgml : 20200817 20200814195408 ACCESSION NUMBER: 0001353316-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200817 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200817 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hound Partners, LLC CENTRAL INDEX KEY: 0001353316 IRS NUMBER: 201434967 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-11815 FILM NUMBER: 201107679 BUSINESS ADDRESS: STREET 1: 101 PARK AVENUE STREET 2: 48TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10178 BUSINESS PHONE: 2129842326 MAIL ADDRESS: STREET 1: 101 PARK AVENUE STREET 2: 48TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10178 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001353316 XXXXXXXX 06-30-2020 06-30-2020 true 1 RESTATEMENT Hound Partners, LLC

101 PARK AVENUE 48TH FLOOR NEW YORK NY 10178

13F HOLDINGS REPORT 028-11815 N Douglas Marks 212-984-2415 Douglas Marks New York NY 08-14-2020 3 51 1099834 false 1 0001375836 028-13191 Hound Partners Offshore Fund, LP 2 0001607637 028-16134 Hound Partners Long Master, LP 3 0001607621 028-16135 Hound Partners Concentrated Master, LP INFORMATION TABLE 2 Hound13FQ2NEW.xml AERCAP HOLDINGS NV SHS N00985106 95429 3098329 SH DFND 1,2,3 0 3098329 0 ALBERTSONS COS INC COMMON STOCK 013091103 1971 125000 SH DFND 1,2,3 0 125000 0 ALPHABET INC CAP STK CL C 02079K107 40651 28757 SH DFND 1,2,3 0 28757 0 AMERICAN AIRLS GROUP INC NOTE 6.500% 7/0 02376RAF9 3781 4000000 SH DFND 1,2,3 0 4000000 0 ARYA SCIENCES ACQUISITION CO SHS CL A G3165V109 580 50000 SH DFND 1,2,3 0 50000 0 BIO RAD LABS INC CL A 090572207 39574 87652 SH DFND 1,2,3 0 87652 0 BIOGEN INC PUT 09062X953 5351 20000 SH Put DFND 1 0 20000 0 BURNING ROCK BIOTECH LTD SPONSORED ADS 12233L107 1307 48400 SH DFND 1,2,3 0 48400 0 CARDIOVASCULAR SYS INC DEL COM 141619106 2152 68207 SH DFND 1,2,3 0 68207 0 CARGURUS INC COM CL A 141788109 23129 912390 SH DFND 1,2,3 0 912390 0 CARVANA CO CL A 146869102 48797 405965 SH DFND 1,2,3 0 405965 0 CC NEUBERGER PRINCIPAL HLDNG COM G1992Y114 2120 200000 SH DFND 1,2,3 0 200000 0 CHEWY INC PUT 16679L109 7821 175000 SH Put DFND 1,2,3 0 175000 0 COMMSCOPE HLDG CO INC COM 20337X109 2707 325000 SH DFND 1,2,3 0 325000 0 CREDIT ACCEP CORP MICH COM 225310101 13787 32904 SH DFND 1,2,3 0 32904 0 DMY TECHNOLOGY GROUP INC UNIT 99/99/9999 233253202 1058 100000 SH DFND 1,2,3 0 100000 0 ECHOSTAR CORP CL A 278768106 73296 2621443 SH DFND 1 0 2621443 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 5051 133460 SH DFND 1 0 133460 0 EVOFEM BIOSCIENCES INC COM 30048L104 2532 894822 SH DFND 1,2,3 0 894822 0 FACEBOOK INC CL A 30303M102 80746 355598 SH DFND 1,2,3 0 355598 0 FIDELITY NATL INFORMATION SV COM 31620M106 58076 433110 SH DFND 1,2,3 0 433110 0 FLEETCOR TECHNOLOGIES INC COM 339041105 35233 140074 SH DFND 1,2,3 0 140074 0 FLYING EAGLE ACQUISITION COR UNIT 99/99/9999 34407Y202 1748 150000 SH DFND 1,2,3 0 150000 0 FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 5778 541565 SH DFND 1,2,3 0 541565 0 FORTRESS VALUE ACQUISITION C UNIT 99/99/9999 34962V205 2029 197034 SH DFND 1,2,3 0 197034 0 FOX CORP CL A COM 35137L105 32880 1225966 SH DFND 1,2,3 0 1225966 0 FRANCHISE GROUP INC COM 35180X105 821 37500 SH DFND 1,2,3 0 37500 0 GORES HLDGS IV INC UNIT 02/01/2023 382865202 3120 300000 SH DFND 1,2,3 0 300000 0 GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 2102 200000 SH DFND 1,2,3 0 200000 0 HUDSON EXECUTIVE INVT CORP UNIT 06/21/2025 443761200 1025 100000 SH DFND 1,2,3 0 100000 0 JAWS ACQUISITION CORP UNIT 99/99/9999 G50744120 1043 100000 SH DFND 1,2,3 0 100000 0 KALEYRA INC COM 483379103 1352 334700 SH DFND 1,2,3 0 334700 0 KENSINGTON CAP ACQUISITION C UNIT 07/01/2027 490073202 2505 250000 SH DFND 1,2,3 0 250000 0 KINDRED BIOSCIENCES INC COM 494577109 359 80000 SH DFND 1,2,3 0 80000 0 KIRBY CORP COM 497266106 45959 858090 SH DFND 1,2,3 0 858090 0 LIQUIDIA TECHNOLOGIES INC COM 53635D202 241 28575 SH DFND 1,2,3 0 28575 0 MICROSOFT CORP COM 594918104 75290 369956 SH DFND 1,2,3 0 369956 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 47012 561745 SH DFND 1,2,3 0 561745 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 822 50000 SH DFND 1,2,3 0 50000 0 PALO ALTO NETWORKS INC COM 697435105 63001 274313 SH DFND 1,2,3 0 274313 0 PROGENITY INC COM 74319F107 1989 221000 SH DFND 1,2,3 0 221000 0 RPM INTL INC COM 749685103 34022 453267 SH DFND 1,2,3 0 453267 0 SOLITON INC COM 834251100 208 26709 SH DFND 1,2,3 0 26709 0 TRANSDIGM GROUP INC COM 893641100 69417 157035 SH DFND 1,2,3 0 157035 0 TREBIA ACQUISITION CORP UNIT 99/99/9999 G9027T125 5225 500000 SH DFND 1,2,3 0 500000 0 WAITR HLDGS INC COM 930752100 1904 723985 SH DFND 1 0 723985 0 WAYFAIR INC CL A 94419L101 80389 406806 SH DFND 1,2,3 0 406806 0 WORKDAY INC CL A 98138H101 35148 187596 SH DFND 1,2,3 0 187596 0 XERIS PHARMACEUTICALS INC NOTE 5.000% 7/1 98422LAA5 2476 2500000 SH DFND 1,2,3 0 2500000 0 XERIS PHARMACEUTICALS INC COM 98422L107 181 68037 SH DFND 1,2,3 0 68037 0 ZUORA INC COM CL A 98983V106 36639 2873674 SH DFND 1 0 2873674 0