0000919574-12-006273.txt : 20121114
0000919574-12-006273.hdr.sgml : 20121114
20121114112304
ACCESSION NUMBER: 0000919574-12-006273
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120930
FILED AS OF DATE: 20121114
DATE AS OF CHANGE: 20121114
EFFECTIVENESS DATE: 20121114
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: 121201947
BUSINESS ADDRESS:
STREET 1: 101 PARK AVENUE
STREET 2: 48TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10178
BUSINESS PHONE: 212-984-2500
MAIL ADDRESS:
STREET 1: 101 PARK AVENUE
STREET 2: 48TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10178
13F-HR
1
d1333409_13f-hr.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F Cover Page
Report for the Calendar Year or Quarter Ended: September 30, 2012
Check here if Amendment: |_|; Amendment Number: ____
This Amendment (Check only one): |_| is a restatement
|_| adds new holding entries.
Institutional Manager Filing this Report:
Name: Hound Partners, LLC
Address: 101 Park Avenue, 48th Floor
New York, New York 10178
Form 13F File Number: 028-11815
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Jonathan Auerbach
Title: Managing Member
Phone: 212-984-2500
Signature, Place, and Date of Signing:
/s/Jonathan Auerbach New York, New York November 14, 2012
------------------------ ------------------------ ---------------------
[Signature] [City, State] [Date]
Report Type: (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report).
[_] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting managers(s).)
[_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager: NONE
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 21
Form 13F Information Table Value Total: $942,745
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
No. Form 13F File Number Name
--- -------------------- ---------------------------------
1. 028-13191 Hound Partners Offshore Fund, LP
FORM 13F INFORMATION TABLE
Hound Partners LLC
September 30, 2012
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHARES/ SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MNGRS SOLE SHRD NONE
---------------------------- ---------------- --------- -------- --------- --- ---- -------------- ----- --------- ---- ----
AMERICAN INTL GROUP INC COM NEW 026874784 13,116 400,000 SH SHARED-DEFINED (1) 400,000
ASCENT CAP GROUP INC COM SER A 043632108 44,696 827,550 SH SHARED-DEFINED (1) 827,550
BLOUNT INTL INC NEW COM 095180105 20,516 1,558,951 SH SHARED-DEFINED (1) 1,558,951
CARTER INC COM 146229109 75,449 1,401,361 SH SHARED-DEFINED (1) 1,401,361
ENSCO PLC SHS CLASS A G3157S106 78,774 1,443,799 SH SHARED-DEFINED (1) 1,443,799
FLEETCOR TECHNOLOGIES INC COM 339041105 95,243 2,125,970 SH SHARED-DEFINED (1) 2,125,970
GENERAL MTRS CO COM 37045V100 37,384 1,643,271 SH SHARED-DEFINED (1) 1,643,271
GOLAR LNG LTD BERMUDA SHS G9456A100 64,892 1,681,580 SH SHARED-DEFINED (1) 1,681,580
GOOGLE INC CL A 38259P508 97,879 129,727 SH SHARED-DEFINED (1) 129,727
GRACE W R & CO DEL NEW COM 38388F108 112,090 1,897,258 SH SHARED-DEFINED (1) 1,897,258
HCA HOLDINGS INC COM 40412C101 27,522 827,715 SH SHARED-DEFINED (1) 827,715
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 19,701 5,645,006 SH SHARED-DEFINED (1) 5,645,006
KRONOS WORLDWIDE INC COM 50105F105 7,698 515,286 SH SHARED-DEFINED (1) 515,286
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 6,843 370,509 SH SHARED-DEFINED (1) 370,509
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 2,367 104,300 PUT SHARED-DEFINED (1) 1,043
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 89 3,300 CALL SHARED-DEFINED (1) 33
SALLY BEAUTY HLDGS INC COM 79546E104 61,596 2,454,998 SH SHARED-DEFINED (1) 2,454,998
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 26,802 900,298 SH SHARED-DEFINED (1) 900,298
SHERWIN WILLIAMS CO COM 824348106 59,968 402,712 SH SHARED-DEFINED (1) 402,712
TRANSDIGM GROUP INC COM 893641100 30,838 217,365 SH SHARED-DEFINED (1) 217,365
VALEANT PHARMACEUTICALS INTL COM 91911K102 59,281 1,072,579 SH SHARED-DEFINED (1) 1,072,579
SK 22404 0006 1333409