0001353316-20-000010.txt : 20201116 0001353316-20-000010.hdr.sgml : 20201116 20201116170420 ACCESSION NUMBER: 0001353316-20-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-11815 FILM NUMBER: 201318212 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 1 primary_doc.xml 13F-HR LIVE false false false 0001353316 XXXXXXXX 09-30-2020 09-30-2020 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 11-16-2020 3 98 1476251 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 Hound13FQ3.xml ACON S2 ACQUISITION CORP UNIT 09/15/2027 G00748122 4008 400000 SH DFND 1,2,3 0 400000 0 AERCAP HOLDINGS NV SHS N00985106 78308 3108711 SH DFND 1,2,3 0 3108711 0 ALPHABET INC CAP STK CL C 02079K107 39052 26573 SH DFND 1,2,3 0 26573 0 ARTIUS ACQUISITION INC UNIT 99/99/9999 04316G204 3289 316536 SH DFND 1,2,3 0 316536 0 ARYA SCIENCES ACQUISITION CO COM CL A G3166W106 2704 250000 SH DFND 1,2,3 0 250000 0 ASCENDANT DIGITAL ACQUISITIO UNIT 99/99/9999 G05155125 2104 200000 SH DFND 1,2,3 0 200000 0 BIO RAD LABS INC CL A 090572207 44893 87094 SH DFND 1,2,3 0 87094 0 BIONTECH SE PUT 09075V102 6923 100000 SH Put DFND 1,2,3 0 100000 0 BOWX ACQUISITION CORP UNIT 08/03/2025 103085205 1654 161200 SH DFND 1,2,3 0 161200 0 BROADSTONE ACQUISITION CORP UNIT 99/99/9999 G1739V118 997 100000 SH DFND 1,2,3 0 100000 0 CAPSTAR SPL PURP ACQUISITION UNIT 07/09/2027 14070Y200 2041 200000 SH DFND 1,2,3 0 200000 0 CARGURUS INC COM CL A 141788109 17634 815279 SH DFND 1,2,3 0 815279 0 CARVANA CO CL A 146869102 34170 153188 SH DFND 1,2,3 0 153188 0 CC NEUBERGER PRINCIPAL HLDNG UNIT 99/99/9999 G1992Y106 2168 200000 SH DFND 1,2,3 0 200000 0 CC NEUBERGER PRIN HLDGS II UNIT 99/99/9999 G3166T129 4132 400000 SH DFND 1,2,3 0 400000 0 CHURCHILL CAPITAL CORP IV UNIT 99/99/9999 171439201 2505 250000 SH DFND 1,2,3 0 250000 0 CM LIFE SCIENCES INC UNIT 09/01/2025 18978W208 52 5000 SH DFND 1,2,3 0 5000 0 CREXENDO INC COM 226552107 281 50275 SH DFND 1,2,3 0 50275 0 D8 HOLDINGS CORP UNIT 99/99/9999 G2614K102 1007 100000 SH DFND 1,2,3 0 100000 0 DEERFIELD HEALTHCARE TECH AC UNIT 07/16/2025 244413209 425 40000 SH DFND 1,2,3 0 40000 0 DMY TECHNOLOGY GROUP INC UNIT 99/99/9999 233253202 1400 100000 SH DFND 1,2,3 0 100000 0 DMY TECHNOLOGY GROUP INC II UNIT 99/99/9999 233277201 5115 500000 SH DFND 1,2,3 0 500000 0 ECHOSTAR CORP CL A 278768106 76176 3060496 SH DFND 1 0 3060496 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4011 133920 SH DFND 1 0 133920 0 EQUITY DISTR ACQUISITION COR UNIT 99/99/9999 29465E205 1030 100000 SH DFND 1,2,3 0 100000 0 EVOFEM BIOSCIENCES INC COM 30048L104 2439 1033327 SH DFND 1,2,3 0 1033327 0 FACEBOOK INC CL A 30303M102 86190 329096 SH DFND 1,2,3 0 329096 0 FALCON CAPITAL ACQUISITN COR UNIT 08/20/2027 30606L207 1029 100000 SH DFND 1,2,3 0 100000 0 FARFETCH LTD ORD SH CL A 30744W107 89144 3543069 SH DFND 1,2,3 0 3543069 0 FIDELITY NATL INFORMATION SV COM 31620M106 65408 444317 SH DFND 1,2,3 0 444317 0 FIRST SOLAR INC COM 336433107 3305 49929 SH DFND 1,2,3 0 49929 0 FLEETCOR TECHNOLOGIES INC COM 339041105 30817 129429 SH DFND 1,2,3 0 129429 0 FLYING EAGLE ACQUISITION COR UNIT 99/99/9999 34407Y202 1291 100000 SH DFND 1,2,3 0 100000 0 FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 4234 375000 SH DFND 1,2,3 0 375000 0 FOLEY TRASIMENE ACQUISITION UNIT 99/99/9999 344328208 2550 250000 SH DFND 1,2,3 0 250000 0 FORTRESS VALUE ACQUISITION C UNIT 99/99/9999 34962V205 2250 150000 SH DFND 1,2,3 0 150000 0 FORTRESS VALUE ACQUISITION I UNIT 08/10/2027 349642207 3831 371900 SH DFND 1,2,3 0 371900 0 FORUM MERGER III CORP UNIT 08/24/2027 349885202 4920 471282 SH DFND 1,2,3 0 471282 0 FOX CORP CL A COM 35137L105 30630 1100596 SH DFND 1,2,3 0 1100596 0 FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 1093 70000 SH DFND 1,2,3 0 70000 0 GO ACQUISITION CORP UNIT 08/31/2027 362019200 4225 419100 SH DFND 1,2,3 0 419100 0 GOODRX HLDGS INC COM CL A 38246G108 4225 75990 SH DFND 1,2,3 0 75990 0 GORES HLDGS IV INC UNIT 02/01/2023 382865202 3198 300000 SH DFND 1,2,3 0 300000 0 GORES HLDGS V INC UNIT 99/99/9999 382864205 4140 400000 SH DFND 1,2,3 0 400000 0 GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 2246 200000 SH DFND 1,2,3 0 200000 0 HCA HEALTHCARE INC COM 40412C101 17604 141193 SH DFND 1,2,3 0 141193 0 HOLICITY INC UNIT 08/05/2025 435063201 3622 350000 SH DFND 1,2,3 0 350000 0 HORIZON ACQUISITION CORP UNIT 99/99/9999 G46049121 2081 200000 SH DFND 1,2,3 0 200000 0 HPX CORP UNIT 99/99/9999 G32219118 1020 100000 SH DFND 1,2,3 0 100000 0 SYNEOS HEALTH INC CL A 87166B102 2063 38809 SH DFND 1,2,3 0 38809 0 JAWS ACQUISITION CORP UNIT 99/99/9999 G50744120 1107 100000 SH DFND 1,2,3 0 100000 0 JFROG LTD ORD SHS M6191J100 3598 42500 SH DFND 1,2,3 0 42500 0 JUMIA TECHNOLOGIES AG PUT 48138M105 3995 500000 SH Put DFND 1,2,3 0 500000 0 KENSINGTON CAP ACQUISITION C UNIT 07/01/2027 490073202 1895 100000 SH DFND 1,2,3 0 100000 0 KINGSOFT CLOUD HLDGS LTD ADS 49639K101 2510 85000 SH DFND 1,2,3 0 85000 0 KIRBY CORP COM 497266106 88296 2441136 SH DFND 1,2,3 0 2441136 0 MICROSOFT CORP COM 594918104 44665 212357 SH DFND 1,2,3 0 212357 0 NATIONAL INSTRS CORP COM 636518102 20003 560295 SH DFND 1,2,3 0 560295 0 NEWHOLD INVESTMENT CORP UNIT 03/10/2025 651448201 2012 200000 SH DFND 1,2,3 0 200000 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 51616 573958 SH DFND 1,2,3 0 573958 0 NORTH MOUNTAIN MERGER CORP UNIT 09/16/2025 661204206 2550 250000 SH DFND 1,2,3 0 250000 0 NOW INC COM 67011P100 2614 575856 SH DFND 1,2,3 0 575856 0 OAKTREE ACQUISITION CORP II UNIT 09/15/2027 G6715X129 2058 200000 SH DFND 1,2,3 0 200000 0 ORPHAZYME A S ADS 687305102 1033 100000 SH DFND 1,2,3 0 100000 0 PALO ALTO NETWORKS INC COM 697435105 62212 254186 SH DFND 1,2,3 0 254186 0 PERIDOT ACQUISITION CORP UNIT 99/99/9999 G7008A123 1997 200000 SH DFND 1,2,3 0 200000 0 PMV CONSUMER ACQUISITION COR UNIT 08/31/2027 693486201 2997 300000 SH DFND 1,2,3 0 300000 0 PRIME IMPACT ACQUISITION I UNIT 10/01/2030 G61074111 5010 500000 SH DFND 1,2,3 0 500000 0 QELL ACQUISITION CORP UNIT 10/01/2025 G7307X121 3048 300000 SH DFND 1,2,3 0 300000 0 QUANTERIX CORP COM 74766Q101 3028 89755 SH DFND 1,2,3 0 89755 0 IQVIA HLDGS INC COM 46266C105 56904 360997 SH DFND 1,2,3 0 360997 0 REDBALL ACQUISITION CORP UNIT 99/99/9999 G7417R121 1057 100000 SH DFND 1,2,3 0 100000 0 RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 1300 100000 SH DFND 1,2,3 0 100000 0 ROCKET COS INC PUT 77311W101 1993 100000 SH Put DFND 1,2,3 0 100000 0 ROSS STORES INC COM 778296103 63897 684711 SH DFND 1,2,3 0 684711 0 SANDBRIDGE ACQUISITION CORP UNIT 99/99/9999 799793203 1996 200000 SH DFND 1,2,3 0 200000 0 SOCIAL CAP HDOSPHIA HLDG CO UNIT 99/99/9999 G8250T117 3533 168567 SH DFND 1,2,3 0 168567 0 SOCIAL CAP HEDSPIA HLDG CO I UNIT 99/99/9999 G8251K123 3103 225000 SH DFND 1,2,3 0 225000 0 SOFTWARE ACQUISITN GRUP INC UNIT 99/99/9999 83407F200 1990 200000 SH DFND 1,2,3 0 200000 0 STAR PEAK ENERGY TRANSITION UNIT 99/99/9999 855185203 2306 225000 SH DFND 1,2,3 0 225000 0 STARBOARD VALUE ACQUISITN CO UNIT 09/10/2025 85521J208 4040 400000 SH DFND 1,2,3 0 400000 0 STEPSTONE GROUP INC COM CL A 85914M107 2927 110000 SH DFND 1,2,3 0 110000 0 TAILWIND ACQUISITION CORP UNIT 09/07/2027 87403Q201 2513 250000 SH DFND 1,2,3 0 250000 0 TESLA INC CALL 88160R101 5363 12500 SH Call DFND 1,2,3 0 12500 0 THERAVANCE BIOPHARMA INC COM G8807B106 846 57200 SH DFND 1,2,3 0 57200 0 TRANSDIGM GROUP INC COM 893641100 69077 145389 SH DFND 1,2,3 0 145389 0 TREBIA ACQUISITION CORP UNIT 99/99/9999 G9027T125 5295 490236 SH DFND 1,2,3 0 490236 0 TWC TECH HLDGS II CORP UNIT 09/10/2025 90117G204 759 75000 SH DFND 1,2,3 0 75000 0 VASTA PLATFORM LTD CL A G9440A109 4816 312148 SH DFND 1,2,3 0 312148 0 VECTOR ACQUISITION CORP UNIT 09/30/2027 G9442R100 2535 250000 SH DFND 1,2,3 0 250000 0 VESPER HEALTHCARE ACQSTN COR UNIT 99/99/9999 92538T203 1026 100000 SH DFND 1,2,3 0 100000 0 VIA OPTRONICS AG SPONSORED ADS 91823Y109 2094 234983 SH DFND 1,2,3 0 234983 0 VITRU LTD COM G9440D103 310 23886 SH DFND 1,2,3 0 23886 0 WAITR HLDGS INC COM 930752100 2337 725774 SH DFND 1 0 725774 0 WAVE LIFE SCIENCES LTD SHS Y95308105 3653 430301 SH DFND 1,2,3 0 430301 0 WAYFAIR INC CL A 94419L101 67376 231523 SH DFND 1,2,3 0 231523 0 WORKDAY INC CL A 98138H101 86060 400036 SH DFND 1,2,3 0 400036 0 ZUORA INC COM CL A 98983V106 61267 5925232 SH DFND 1 0 5925232 0