13F-HR 1 sco3q09.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Scout Capital Management, L.L.C. Address: 640 Fifth Avenue 22nd Floor New York, NY 10019 13F File Number: 28-06225 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: James Crichton Title: Managing Member Phone: 212-896-2520 Signature, Place, and Date of Signing: /s/ James Crichton New York, NY November 16, 2009 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 21 Form13F Information Table Value Total: $1,409,724 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMERICAN TOWER CORP CL A 029912201 35126 965000 SH SOLE 965000 0 0 BANK OF AMERICA CORPORATION COM 060505104 66834 3950000 SH SOLE 3950000 0 0 BANK OF AMERICA CORPORATION PUT 060505954 86969 5140000 SH PUT SOLE 5140000 0 0 CARMAX INC COM 143130102 41487 1985000 SH SOLE 1985000 0 0 COCA COLA CO COM 191216100 71260 1327000 SH SOLE 1327000 0 0 CONTINENTAL RESOURCES INC COM 212015101 37080 946641 SH SOLE 946641 0 0 GRAINGER W W INC COM 384802104 5362 60000 SH SOLE 60000 0 0 HUNT J B TRANS SVCS INC COM 445658107 43054 1340000 SH SOLE 1340000 0 0 LAMAR ADVERTISING CO CL A 512815101 56252 2050000 SH SOLE 2050000 0 0 MASTERCARD INC PUT 57636Q954 40430 200000 SH PUT SOLE 200000 0 0 MSC INDL DIRECT INC CL A 553530106 62287 1429250 SH SOLE 1429250 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 14229 310000 SH SOLE 310000 0 0 PROCTER & GAMBLE CO PUT 742718959 15059 260000 SH CALL SOLE 260000 0 0 SBA COMMUNICATIONS CORP COM 78388J106 22840 845000 SH SOLE 845000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 170022 1720000 SH SOLE 1720000 0 0 SPDR GOLD TRUST PUT 78463V957 170022 1720000 SH PUT SOLE 1720000 0 0 SPDR SERIES TRUST CALL 78464A908 31563 2100000 SH CALL SOLE 2100000 0 0 SPDR TR CALL 78462F903 249192 2360000 SH CALL SOLE 2360000 0 0 WEYERHAEUSER CO COM 962166104 10152 277000 SH SOLE 277000 0 0 YAHOO INC COM 984332106 171599 9635000 SH SOLE 9635000 0 0 YAHOO INC CALL 984332906 8905 500000 SH CALL SOLE 500000 0 0