0000919574-11-004531.txt : 20110812 0000919574-11-004531.hdr.sgml : 20110812 20110812161347 ACCESSION NUMBER: 0000919574-11-004531 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110812 DATE AS OF CHANGE: 20110812 EFFECTIVENESS DATE: 20110812 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: 111031560 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 d1217894_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: June 30, 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: 028-10375 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 August 12, 2011 ------------------------ ------------------------ --------------------- [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: 2 Form 13F Information Table Entry Total: 19 Form 13F Information Table Value Total: $575,447 (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. 028-13192 Hound Partners, LP 2. 028-13191 Hound Partners Offshore Fund, LP FORM 13F INFORMATION TABLE Hound Partners LLC June 30, 2011

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLMN 7 COLUMN 8 -------- -------- -------- -------- -------- -------- ----- -------- TITLE VALUE SHS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANGERS SOLE SHR NONE ---------------------------- ------------- --------- -------- ---------- --- ---- -------------- ------- ---------- --- --- ASCENT MEDIA CORP COM SER A 043632108 34,289 647,320 SH SHARED-DEFINED (1),(2) 647,320 BLOUNT INTL INC NEW COM 095180105 22,810 1,305,663 SH SHARED-DEFINED (1),(2) 1,305,663 CARTER INC COM 146229109 46,856 1,523,272 SH SHARED-DEFINED (1),(2) 1,523,272 COMPASS MINERALS INTL INC COM 20451N101 36,347 422,300 SH SHARED-DEFINED (1),(2) 422,300 ENSCO PLC SPONSORED ADR 29358Q109 45,773 858,781 SH SHARED-DEFINED (1),(2) 858,781 GOOGLE INC CL A 38259P508 24,965 49,301 SH SHARED-DEFINED (1),(2) 49,301 GRACE W R & CO DEL NEW COM 38388F108 74,127 1,624,523 SH SHARED-DEFINED (1),(2) 1,624,523 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 15,476 235,947 SH SHARED-DEFINED (1),(2) 235,947 KRONOS WORLDWIDE INC COM 50105F105 12,605 400,787 SH SHARED-DEFINED (1),(2) 400,787 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 36,662 2,186,169 SH SHARED-DEFINED (1),(2) 2,186,169 LEVEL 3 COMMUNICATIONS INC COM 52729N100 40,143 16,452,111 SH SHARED-DEFINED (1),(2) 16,452,111 MICROSOFT CORP COM 594918104 12,116 466,004 SH SHARED-DEFINED (1),(2) 466,004 RUBICON TECHNOLOGY INC COM 78112T107 8,204 486,600 PUT SHARED-DEFINED (1),(2) 486,600 RUBICON TECHNOLOGY INC COM 78112T107 8,204 486,600 SH SHARED-DEFINED (1),(2) 486,600 THERAVANCE INC COM 88338T104 12,332 555,236 SH SHARED-DEFINED (1),(2) 555,236 TRANSDIGM GROUP INC COM 893641100 40,493 444,052 SH SHARED-DEFINED (1),(2) 444,052 USEC INC COM 90333E108 3,076 921,000 CALL SHARED-DEFINED (1),(2) 921,000 VALEANT PHARMACEUTICALS INTL COM 91911K102 76,019 1,463,020 SH SHARED-DEFINED (1),(2) 1,463,020 WARNER CHILCOTT PLC IRELAND SHS A G94368100 24,950 1,034,000 SH SHARED-DEFINED (1),(2) 1,034,000

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