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	Home > Scout Capital Management
	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 12/31/2000
	Name Ticker Class Shares Change Value Change Date COMCAST CORP CMCSA Common 0 -2,600,000 0 -108,888,000 03/31/2014 MICROSOFT CORP MSFT Common 0 -8,000,000 0 -276,240,000 03/31/2014 AUTONATION, INC. AN Common 0 -2,600,000 0 -112,814,000 03/31/2014 YUM BRANDS INC YUM Common 0 -3,955,000 0 -299,038,000 03/31/2014 PENN Entertainment, Inc. PENN Common 0 -619,100 0 -32,726,000 03/31/2014 PROCTER & GAMBLE Co PG Common 0 -2,500,000 0 -192,475,000 03/31/2014 WILLIAMS COMPANIES, INC. WMB Common 0 -2,250,000 0 -86,783,000 03/31/2014 ADVANCE AUTO PARTS INC AAP Common 0 -2,382,500 0 -263,695,000 03/31/2014 UNITED PARCEL SERVICE INC UPS Common 0 -3,000,000 0 -259,440,000 03/31/2014 Sally Beauty Holdings, Inc. SBH Common 0 -10,973,400 0 -341,273,000 03/31/2014 INTUIT INC INTU Common 0 -2,100,000 0 -128,163,000 03/31/2014 CONSTELLATION BRANDS, INC. STZ CL A 0 -6,830,000 0 -480,695,000 03/31/2014 HUNT J B TRANSPORT SERVICES INC JBHT Common 0 -2,350,000 0 -181,655,000 03/31/2014 Baidu, Inc. BIDU SPON ADR REP A 0 -900,000 0 -160,092,000 03/31/2014 GOOGLE INC. GOOG CL A 0 -130,000 0 -145,692,000 03/31/2014 NUANCE COMMUNICATIONS NUAN Common 0 -1,800,000 0 -33,084,000 03/31/2014 Tim Hortons Inc. THI Common 0 -4,340,000 0 -253,369,000 03/31/2014 WHOLE FOODS MARKET INC WFM Common 0 -2,525,000 0 -129,987,000 03/31/2014 DEAN FOODS CO DF Common 0 -4,231,800 0 -42,403,000 03/31/2014 APOLLO EDUCATION GROUP INC APOL Common 0 -1,500,000 0 -26,580,000 03/31/2014 NEUSTAR INC NSR Common 0 -48,400 0 -2,356,000 03/31/2014 C. H. ROBINSON WORLDWIDE, INC. CHRW Common 0 -2,300,000 0 -129,513,000 03/31/2014 Cheniere Energy, Inc. LNG Common 0 -1,300,000 0 -56,056,000 03/31/2014 STARBUCKS CORP SBUX Common 0 -3,600,000 0 -235,764,000 03/31/2014 AMAZON COM INC AMZN Common 0 -600,000 0 -239,274,000 03/31/2014 Adtalem Global Education Inc. DV Common 0 -800,000 0 -24,816,000 03/31/2014 lululemon athletica inc. LULU Common 0 -1,450,000 0 -95,004,000 03/31/2014 DOMINOS PIZZA INC DPZ Common 0 -2,633,216 0 -153,122,000 03/31/2014 LKQ CORP LKQ Common 0 -4,500,000 0 -148,050,000 03/31/2014 WILLIAMS COMPANIES, INC. WMB Put 0 -450,000 0 -17,357,000 03/31/2014 HUNT J B TRANSPORT SERVICES INC JBHT Put 0 -1,100,000 0 -85,030,000 03/31/2014 IHS Inc. IHS Cl A 0 -2,876,900 0 -344,365,000 03/31/2014 DEERE & CO DE Call 0 -235,000 0 -19,094,000 03/31/2014 GOOGLE INC. GOOG Put 0 -32,500 0 -36,423,000 03/31/2014 AMAZON COM INC AMZN Put 0 -300,000 0 -119,637,000 03/31/2014 << Prev     Next >>

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