0000919574-12-000679.txt : 20120213 0000919574-12-000679.hdr.sgml : 20120213 20120213104043 ACCESSION NUMBER: 0000919574-12-000679 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120213 DATE AS OF CHANGE: 20120213 EFFECTIVENESS DATE: 20120213 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: 12595969 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 d1261900_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, 2011 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, 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: Form 13F File Number Name NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 19 Form 13F Information Table Value Total: $821,554 (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, 2011

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COL 7 COLUMN 8 VALUE SHARES/ SH/ PUT/ INVESTMENT OTHR VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE ANGIES LIST INC COM 034754101 2,290 142,258 SH SHARED-DEFINED 1 142,258 ASCENT CAP GROUP INC COM SER A 043632108 34,888 687,854 SH SHARED-DEFINED 1 687,854 BLOUNT INTL INC NEW COM 095180105 20,432 1,407,169 SH SHARED-DEFINED 1 1,407,169 CARTER INC COM 146229109 55,698 1,399,108 SH SHARED-DEFINED 1 1,399,108 ENSCO PLC SPONSORED ADR 29358Q109 42,817 912,562 SH SHARED-DEFINED 1 912,562 GENERAL MTRS CO COM 37045V100 27,982 1,380,488 SH SHARED-DEFINED 1 1,380,488 GOOGLE INC CL A 38259P508 55,005 85,161 SH SHARED-DEFINED 1 85,161 GRACE W R & CO DEL NEW COM 38388F108 77,427 1,686,138 SH SHARED-DEFINED 1 1,686,138 GROUPON INC COM CL A 399473107 9,312 451,385 SH SHARED-DEFINED 1 451,385 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 28,806 366,867 SH SHARED-DEFINED 1 366,867 KRONOS WORLDWIDE INC COM 50105F105 29,213 1,619,322 SH SHARED-DEFINED 1 1,619,322 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 35,776 2,105,696 SH SHARED-DEFINED 1 2,105,696 MOLYCORP INC DEL COM 608753109 7,913 330,000 SH SHARED-DEFINED 1 330,000 SHERWIN WILLIAMS CO COM 824348106 40,831 457,391 SH SHARED-DEFINED 1 457,391 SPDR S&P 500 ETF TR TR UNIT 78462F103 165,660 1,320,000 PUT SHARED-DEFINED 1 1,320,000 TRANSDIGM GROUP INC COM 893641100 31,520 329,434 SH SHARED-DEFINED 1 329,434 VALEANT PHARMACEUTICALS INTL COM 91911K102 92,818 1,987,972 SH SHARED-DEFINED 1 1,987,972 WILLIAMS COS INC DEL COM 969457100 31,725 960,785 SH SHARED-DEFINED 1 960,785 WARNER CHILCOTT PLC IRELAND SHS A G94368100 31,437 2,077,802 SH SHARED-DEFINED 1 2,077,802