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Hound Partners’s Wayfair W Stock Holding History

Hound Partners’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-159,129
Closed -$5.23M – 15
2022
Q4 		$5.23M Buy
159,129
+5,256
+3% +$183K 1.55% 11
2022
Q3 		$5.01M Sell
153,873
-29,065
-16% -$1.54M 0.95% 16
2022
Q2 		$7.97M Sell
182,938
-3,777
-2% -$265K 0.65% 20
2022
Q1 		$20.7M Buy
186,715
+22,052
+13% +$3.1M 1.34% 16
2021
Q4 		$31.3M Buy
164,663
+26,591
+19% +$6.28M 1.76% 15
2021
Q3 		$35.3M Buy
138,072
+13,184
+11% +$3.72M 1.88% 17
2021
Q2 		$39.4M Buy
124,888
+13,936
+13% +$4.37M 1.91% 21
2021
Q1 		$34.9M Sell
110,952
-89,067
-45% -$26.3M 1.65% 24
2020
Q4 		$45.2M Sell
200,019
-31,504
-14% -$8.36M 2.86% 15
2020
Q3 		$67.4M Sell
231,523
-175,283
-43% -$48M 4.56% 8
2020
Q2 		$80.4M Buy
+406,806
New +$60.8M 7.31% 3
2020
Q1 		– Sell
-116,088
Closed -$10.5M – 48
2019
Q4 		$10.5M Sell
116,088
-329,147
-74% -$30.7M 0.73% 18
2019
Q3 		$49.9M Buy
+445,235
New +$57M 3.18% 13

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Hound Partners's W Position: Q1 2023 in Review

Hound Partners sold out of Wayfair (W) in Q1 2023, closing a stake of 159,129 shares — an estimated $5.23M sold.

Hound Partners first reported a position in W in Q3 2019 and held it in 13 quarters. The position peaked at $80.4M in Q2 2020. 288 funds tracked by Wall St. Rank hold W as of Q1 2023.

  • Hound Partners reported no remaining Wayfair position as of Q1 2023 after selling out during the quarter.
  • Hound Partners sold 159,129 Wayfair shares in Q1 2023, an estimated $5.23M.
  • Hound Partners first reported a position in Wayfair in Q3 2019 and held it in 13 quarters.
  • Hound Partners's Wayfair position peaked at $80.4M in Q2 2020.
  • 288 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on Hound Partners's 13F filing for Q1 2023, filed 15 May 2023.