0000919574-12-004827.txt : 20120814
0000919574-12-004827.hdr.sgml : 20120814
20120814100153
ACCESSION NUMBER: 0000919574-12-004827
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120630
FILED AS OF DATE: 20120814
DATE AS OF CHANGE: 20120814
EFFECTIVENESS DATE: 20120814
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: 121029974
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
d1311714_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, 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 August 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:
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: $969,980
(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
June 30, 2012
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------------- -------------- --------- -------- ------------------ -------------- -------- ----------------------
VALUE SHS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE
-------------- -------------- --------- -------- --------- --- ---- -------------- -------- ---------- ------ ----
ASCENT CAP GROUP INC COM SER A 043632108 42,374 818,815 SH SHARED-DEFINED 1 818,815
BLOUNT INTL INC NEW COM 095180105 22,598 1,542,497 SH SHARED-DEFINED 1 1,542,497
CARTER INC COM 146229109 72,934 1,386,570 SH SHARED-DEFINED 1 1,386,570
ENSCO PLC SHS CLASS A G3157S106 106,653 2,270,669 SH SHARED-DEFINED 1 2,270,669
GENERAL MTRS CO COM 37045V100 32,063 1,625,927 SH SHARED-DEFINED 1 1,625,927
GOOGLE INC CL A 38259P508 89,673 154,590 SH SHARED-DEFINED 1 154,590
GRACE W R & CO DEL NEW COM 38388F108 106,019 2,101,473 SH SHARED-DEFINED 1 2,101,473
HCA HOLDINGS INC COM 40412C101 24,919 818,892 SH SHARED-DEFINED 1 818,892
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 12,063 268,000 SH SHARED-DEFINED 1 268,000
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 21,938 10,156,707 SH SHARED-DEFINED 1 10,156,707
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 15,331 208,812 SH SHARED-DEFINED 1 208,812
KRONOS WORLDWIDE INC COM 50105F105 32,363 2,049,608 SH SHARED-DEFINED 1 2,049,608
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 30,022 1,355,395 SH SHARED-DEFINED 1 1,355,395
SALLY BEAUTY HLDGS INC COM 79546E104 22,841 887,389 SH SHARED-DEFINED 1 887,389
SHERWIN WILLIAMS CO COM 824348106 88,596 669,409 SH SHARED-DEFINED 1 669,409
SPDR S&P 500 ETF TR TR UNIT 78462F103 133,204 977,500 PUT SHARED-DEFINED 1 977,500
TEMPUR PEDIC INTL INC COM 88023U101 12,578 537,757 SH SHARED-DEFINED 1 537,757
TRANSDIGM GROUP INC COM 893641100 35,297 262,824 SH SHARED-DEFINED 1 262,824
VALEANT PHARMACEUTICALS INTL COM 91911K102 68,512 1,529,638 SH SHARED-DEFINED 1 1,529,638
SK 22404 0006 1311714