Scout Capital Management as of March 31, 2011
Portfolio Holdings for Scout Capital Management
Scout Capital Management holds 22 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 15.8 | $302M | 2.2M | 139.86 | |
| Sensata Technologies Hldg Bv | 14.9 | $285M | 8.2M | 34.73 | |
| American Tower Corporation | 9.8 | $187M | 3.6M | 51.82 | |
| McDonald's Corporation (MCD) | 8.2 | $158M | 2.1M | 76.09 | |
| Tyco Electronics Ltd S hs | 8.0 | $153M | 4.4M | 34.82 | |
| eBay (EBAY) | 5.3 | $102M | 3.3M | 31.04 | |
| Domino's Pizza (DPZ) | 4.9 | $94M | 5.1M | 18.43 | |
| Lamar Advertising Company | 4.8 | $92M | 2.5M | 36.94 | |
| Chipotle Mexican Grill (CMG) | 4.4 | $84M | 310k | 272.37 | |
| Amazon (AMZN) | 3.8 | $72M | 400k | 180.13 | |
| MSC Industrial Direct (MSM) | 3.4 | $65M | 950k | 68.47 | |
| Hca Holdings (HCA) | 3.3 | $63M | 1.9M | 33.87 | |
| Fortune Brands | 2.5 | $48M | 780k | 61.89 | |
| Yum! Brands (YUM) | 2.0 | $39M | 750k | 51.38 | |
| Polo Ralph Lauren Corporation | 2.0 | $38M | 310k | 123.65 | |
| Solutia | 1.7 | $32M | 1.3M | 25.40 | |
| Continental Resources | 1.5 | $29M | 400k | 71.47 | |
| Textron (TXT) | 1.3 | $25M | 900k | 27.39 | |
| Hansen Natural Corporation | 1.1 | $21M | 345k | 60.23 | |
| Youku | 0.6 | $12M | 250k | 47.51 | |
| Bank of New York Mellon Corporation (BK) | 0.5 | $9.9M | 330k | 29.87 | |
| Graham Packaging Company | 0.2 | $3.5M | 202k | 17.43 |
