13F-HR 1 sco3q11.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, 2011 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: 028-06225 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 14, 2011 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 Form 13F Information Table Entry Total: 22 Form 13F Information Table Value Total: $2,703,784 (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 129120 2400000 SH SOLE 2400000 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 217986 9400000 SH SOLE 9400000 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 65643 988000 SH CALL SOLE 988000 0 0 BORGWARNER INC COM 099724106 13317 220000 SH CALL SOLE 220000 0 0 CF INDS HLDGS INC COM 125269100 27022 219000 SH CALL SOLE 219000 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 171647 6899000 SH SOLE 6899000 0 0 DOMINOS PIZZA INC COM 25754A201 160503 5890000 SH SOLE 5890000 0 0 EBAY INC COM 278642103 85521 2900000 SH SOLE 2900000 0 0 EXPEDIA INC DEL COM 30212P105 9811 381000 SH SOLE 381000 0 0 FAMILY DLR STORES INC COM 307000109 179389 3527105 SH SOLE 3527105 0 0 FRESH MKT INC COM 35804H106 115292 3021280 SH SOLE 3021280 0 0 MSC INDL DIRECT INC CL A 553530106 67752 1200000 SH SOLE 1200000 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 43883 750000 SH CALL SOLE 750000 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 21258 1800000 SH CALL SOLE 1800000 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 287091 10850000 SH SOLE 10850000 0 0 SHERWIN WILLIAMS CO COM 824348106 118689 1597000 SH SOLE 1597000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 38574 900000 SH CALL SOLE 900000 0 0 VISA INC COM CL A 92826C839 282876 3300000 SH SOLE 3300000 0 0 WAL MART STORES INC COM 931142103 83040 1600000 SH CALL SOLE 1600000 0 0 WESCO AIRCRAFT HLDGS INC COM 950814103 38255 3500000 SH SOLE 3500000 0 0 WILLIAMS COS INC DEL COM 969457100 192043 7890000 SH PUT SOLE 7890000 0 0 WILLIAMS COS INC DEL COM 969457100 355072 14588000 SH SOLE 14588000 0 0