13F-HR 1 d1353055_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 December 31, 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 February 13, 2013 ------------------------- ---------------------- ------------------- [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: Form 13F File Number Name NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 22 Form 13F Information Table Value Total: $1,286,380 (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 December 31, 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 MANAGERS SOLE SHARED NONE -------------- ---------------- --------- -------- --------- --- ---- -------------- -------- --------- ------ ---- AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 7,358 533,204 SH SHARED-DEFINED (1) 533,204 AMERICAN INTL GROUP INC COM NEW 026874784 53,194 1,506,896 SH SHARED-DEFINED (1) 1,506,896 ASCENT CAP GROUP INC COM SER A 043632108 47,452 766,098 SH SHARED-DEFINED (1) 766,098 BLOUNT INTL INC NEW COM 095180105 25,084 1,585,600 SH SHARED-DEFINED (1) 1,585,600 CARTER INC COM 146229109 140,207 2,519,433 SH SHARED-DEFINED (1) 2,519,433 COLFAX CORP COM 194014106 12,307 305,000 SH SHARED-DEFINED (1) 305,000 DAVITA HEALTHCARE PARTNERS I COM 23918K108 65,066 588,668 SH SHARED-DEFINED (1) 588,668 DEAN FOODS CO NEW COM 242370104 30,503 1,847,559 SH SHARED-DEFINED (1) 1,847,559 ENSCO PLC SHS CLASS A G3157S106 90,390 1,524,801 SH SHARED-DEFINED (1) 1,524,801 FLEETCOR TECHNOLOGIES INC COM 339041105 141,300 2,633,740 SH SHARED-DEFINED (1) 2,633,740 GENERAL MTRS CO COM 37045V100 53,141 1,843,256 SH SHARED-DEFINED (1) 1,843,256 GOLAR LNG LTD BERMUDA SHS G9456A100 84,131 2,287,399 SH SHARED-DEFINED (1) 2,287,399 GOOGLE INC CL A 38259P508 97,010 137,141 SH SHARED-DEFINED (1) 137,141 GRACE W R & CO DEL NEW COM 38388F108 135,133 2,009,999 SH SHARED-DEFINED (1) 2,009,999 KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 21,537 5697704 SH SHARED-DEFINED (1) 5697704 NETFLIX INC COM 64110L106 17,254 186350 SH SHARED-DEFINED (1) 186350 SALLY BEAUTY HLDGS INC COM 79546E104 66,380 2816296 SH SHARED-DEFINED (1) 2816296 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 25,033 770735 SH SHARED-DEFINED (1) 770735 SHERWIN WILLIAMS CO COM 824348106 23,094 150139 SH SHARED-DEFINED (1) 150139 SIRIUS XM RADIO INC COM 82967N108 31,217 10801656 SH SHARED-DEFINED (1) 10801656 TRANSDIGM GROUP INC COM 893641100 49,611 363830 SH SHARED-DEFINED (1) 363830 VALEANT PHARMACEUTICALS INTL COM 91911K102 69,978 1170785 SH SHARED-DEFINED (1) 1170785
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