Hound Partners (Jonathan Auerbach) discloses updated portfolio positions in 13F filing: Notable new positions EFX, RDFN, AAOI... Closed out SERV, IBKR, BIDU
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: TRU (~3.45 mln shares), EFX (~1.16 mln), MHK (~0.79 mln), RDFN (~0.45 mln), AAOI (~0.12 mln)
- Increased positions in: FTNT (to ~6.57 mln shares from ~4.73 mln shares), LBRDK (to ~2.11 mln from ~1.36 mln),ATUS (to ~2.07 mln from ~1.68 mln), FB (to ~0.67 mln from ~0.38 mln), EXPE (to ~2.48 mln from ~2.25 mln) SPSC(to ~1.7 mln from ~1.52 mln), GOOG (to ~0.15 mln from ~0.1 mln)
- Maintained positions in: HLT (~7.31 mln shares), CMPR (~1.78 mln)
- Closed positions in: SERV (from ~2.59 mln shares), IBKR (from ~1.32 mln), BIDU (from ~1.28 mln)
- Decreased positions in: SPR (to ~4.71 mln shares from ~6.63 mln shares), LKQ (to ~9.81 mln from ~11.16 mln),ANDV (to ~2.73 mln from ~4.07 mln), QSR (to ~3.11 mln from ~4.25 mln), CENX (to ~0.13 mln from ~0.46 mln),CACC (to ~0.92 mln from ~1.22 mln), ACIA (to ~0.25 mln from ~0.47 mln), CHTR (to ~0.65 mln from ~0.74 mln)