0001353316-19-000011.txt : 20191114 0001353316-19-000011.hdr.sgml : 20191114 20191114161035 ACCESSION NUMBER: 0001353316-19-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191220200 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 09-30-2019 09-30-2019 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 11-14-2019 3 27 1571633 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 ALPHABET INC CAP STK CL C 02079K107 59786 49045 SH DFND 1,2,3 0 49045 0 ARAMARK COM 03852U106 60018 1377201 SH DFND 1,2,3 0 1377201 0 AVANTOR INC COM 05352A100 34145 2322767 SH DFND 1,2,3 0 2322767 0 BEYOND MEAT INC PUT 08862E109 5945 40000 SH Put DFND 1 0 40000 0 CARGURUS INC COM CL A 141788109 179549 5801273 SH DFND 1,2,3 0 5801273 0 CARVANA CO CL A 146869102 26855 406894 SH DFND 1,2,3 0 406894 0 COHERUS BIOSCIENCES INC COM 19249H103 22405 1105873 SH DFND 1 0 1105873 0 CREDIT ACCEP CORP MICH COM 225310101 13408 29064 SH DFND 1,2,3 0 29064 0 ECHOSTAR CORP CL A 278768106 112355 2835810 SH DFND 1 0 2835810 0 FACEBOOK INC CL A 30303M102 133785 751263 SH DFND 1,2,3 0 751263 0 FOX CORP CL A COM 35137L105 76690 2431907 SH DFND 1,2,3 0 2431907 0 GENPACT LIMITED SHS G3922B107 1247 32191 SH DFND 1,2,3 0 32191 0 JELD-WEN HLDG INC COM 47580P103 65355 3388027 SH DFND 1,2,3 0 3388027 0 JUMIA TECHNOLOGIES AG PUT 48138M105 793 100000 SH Put DFND 1,2,3 0 100000 0 LKQ CORP COM 501889208 36287 1153797 SH DFND 1,2,3 0 1153797 0 MASONITE INTL CORP NEW COM 575385109 31186 537684 SH DFND 1 0 537684 0 MICROSOFT CORP COM 594918104 120561 867156 SH DFND 1,2,3 0 867156 0 NCR CORP NEW COM 62886E108 1578 50000 SH DFND 1,2,3 0 50000 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 152333 1488938 SH DFND 1,2,3 0 1488938 0 NIO INC SPON ADS 62914V106 3035 1945402 SH DFND 1 0 1945402 0 PALO ALTO NETWORKS INC COM 697435105 107427 527043 SH DFND 1,2,3 0 527043 0 PG&E CORP COM 69331C108 23159 2315939 SH DFND 1,2,3 0 2315939 0 RPM INTL INC COM 749685103 110064 1599530 SH DFND 1,2,3 0 1599530 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 10537 471242 SH DFND 1 0 471242 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 132197 1607450 SH DFND 1,2,3 0 1607450 0 WAITR HLDGS INC COM 930752100 1013 788446 SH DFND 1 0 788446 0 WAYFAIR INC CL A 94419L101 49920 445235 SH DFND 1,2,3 0 445235 0