Scout Capital Management as of Dec. 31, 2010
Portfolio Holdings for Scout Capital Management
Scout Capital Management holds 20 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coca-cola Enterprises | 15.5 | $268M | 11M | 25.03 | |
| McDonald's Corporation (MCD) | 14.8 | $255M | 3.3M | 76.76 | |
| Verisk Analytics (VRSK) | 13.7 | $236M | 6.9M | 34.08 | |
| Sensata Technologies Hldg Bv | 11.5 | $199M | 6.6M | 30.11 | |
| Tyco Electronics Ltd S hs | 9.7 | $166M | 4.7M | 35.40 | |
| eBay (EBAY) | 8.8 | $152M | 5.5M | 27.83 | |
| Lamar Advertising Company | 6.2 | $108M | 2.7M | 39.84 | |
| Cf Inds Hldgs Inc option | 5.0 | $87M | 640k | 135.15 | |
| MSC Industrial Direct (MSM) | 3.6 | $63M | 970k | 64.69 | |
| Domino's Pizza (DPZ) | 2.3 | $40M | 2.5M | 15.95 | |
| Yum Brands Inc call | 2.1 | $36M | 730k | 49.05 | |
| Continental Resources | 1.9 | $33M | 560k | 58.85 | |
| Flowserve Corporation (FLS) | 1.1 | $20M | 165k | 119.22 | |
| Kroger (KR) | 1.0 | $18M | 797k | 22.36 | |
| Supervalu | 0.7 | $12M | 1.2M | 9.63 | |
| Dr Pepper Snapple Group Inc cmn | 0.6 | $11M | 300k | 35.16 | |
| Hansen Natural Corporation | 0.4 | $7.1M | 135k | 52.28 | |
| Citrix Systems | 0.4 | $6.8M | 100k | 68.41 | |
| Safeway | 0.3 | $4.7M | 207k | 22.49 | |
| Youku | 0.2 | $3.0M | 85k | 35.01 |
