13F-HR 1 sco4q09.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: December 31, 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 February 16, 2010 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: $1,986,004 (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 29815 690000 SH SOLE 690000 0 0 CARMAX INC COM 143130102 49106 2025000 SH SOLE 2025000 0 0 CONTINENTAL RESOURCES INC COM 212015101 40102 935000 SH SOLE 935000 0 0 EBAY INC COM 278642103 53178 2260000 SH SOLE 2260000 0 0 LAMAR ADVERTISING CO CL A 512815101 57517 1850000 SH SOLE 1850000 0 0 LOWES COS INC CALL 548661907 72275 3090000 SH CALL SOLE 3090000 0 0 MCDONALDS CORP COM 580135101 132685 2125000 SH SOLE 2125000 0 0 MEAD JOHNSON NUTRITION CO COM CL A 582839106 35397 810000 SH SOLE 810000 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 28872 275000 SH SOLE 275000 0 0 MONSANTO CO NEW COM 61166W101 55467 678500 SH SOLE 678500 0 0 MSC INDL DIRECT INC CL A 553530106 44180 940000 SH SOLE 940000 0 0 NORTHWEST BANCORP INC PA COM 667328108 47466 4211671 SH SOLE 4211671 0 0 PROCTER & GAMBLE CO CALL 742718909 46079 760000 SH CALL SOLE 760000 0 0 PROCTER & GAMBLE CO PUT 742718959 46079 760000 SH PUT SOLE 760000 0 0 REPUBLIC SVCS INC COM 760759100 73346 2590800 SH SOLE 2590800 0 0 SBA COMMUNICATIONS CORP COM 78388J106 62513 1830000 SH SOLE 1830000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 53655 500000 SH SOLE 500000 0 0 SPDR TR CALL 78462F903 393160 3528000 SH SOLE 3528000 0 0 SPDR TR PUT 78462F953 393160 3528000 SH SOLE 3528000 0 0 VERISK ANALYTICS INC CL A 92345Y106 180186 5950674 SH SOLE 5950674 0 0 WELLS FARGO & CO NEW COM 949746101 91766 3400000 SH SOLE 3400000 0 0