Hedge Fund - Scout Capital Management
Holdings
Showing:
Sorted by:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | SPY | 3,600,000 | $451,800 |  |
14.39% | |
| 2.) | GOOG | 485,000 | $313,262 | |
9.98% | |
| 3.) | Arcos Dorados Holdings |
14,262,000 | $292,799 | +52% |
9.32% | |
| 4.) | ST | 9,800,000 | $257,544 | -10% |
8.2% | |
| 5.) | CCE | 8,104,000 | $208,921 | +17% |
6.65% | |
| 6.) | FDO | 3,527,105 | $203,373 |  |
6.47% | |
| 7.) | DPZ | 5,551,447 | $188,472 | -6% |
6% | |
| 8.) | WMB | 5,970,000 | $161,250 | |
5.13% | |
| 9.) | PEP | 2,405,000 | $159,572 | |
5.08% | |
| 10.) | SBH | 7,054,200 | $149,055 | |
4.74% | |
| 11.) | TFM | 3,303,080 | $131,793 | +9% |
4.19% | |
| 12.) | WMT | 1,490,000 | $89,042 | -7% |
2.83% | |
| 13.) | AMT | 1,300,000 | $78,013 | -46% |
2.48% | |
| 14.) | WMB | 1,845,000 | $60,922 | -87% |
1.94% | |
| 15.) | MSM | 850,000 | $60,818 | -29% |
1.93% | |
| 16.) | TUP | 968,380 | $54,200 | |
1.72% | |
| 17.) | LULU | 1,120,000 | $52,259 | |
1.66% | |
| 18.) | Wesco Aircraft Hldgs Inc |
3,600,000 | $50,364 | +3% |
1.6% | |
| 19.) | Tripadvisor Inc |
1,700,000 | $42,857 | |
1.36% | |
| 20.) | Borgwarner IncCALL |
BWA | 650,000 | $41,431 | +195% |
1.31% |
