Melvin Capital Management LP

Most recent update: Sept. 30, 2017

CompanyShares/WarrantsValue ($000)
Constellation Brands Inc5,546,8001,106,310
Amazon.com702,565675,411
Alibaba Group Holding Limited3,845,759664,201
Alphabet Holding Company, Inc.443,727432,066
Autodesk2,847,464319,656
Facebook1,811,864309,593
Sherwin-Williams Company (The)813,541291,280
Wyndmoor Industries, Inc.2,662,518280,656
FleetCor Technologies1,715,822265,557
Takeuchi Manufacturing Co., Ltd.2,514,572257,064
Vulcan Materials Company1,915,495229,093
Deere & Company1,775,052222,929
Visa Inc.1,848,928194,581
Adidas Ag824,326186,507
Restaurant Brands International Inc.2,884,285184,249
PayPal Holdings, Inc.2,736,471175,217
Signet International Holdings, Inc.2,562,200170,514
Wynn Resorts875,000130,305
Electronic Arts Inc.970,000114,518
Thor Industries850,000107,024
Carmax Mining Corp.1,400,000106,134
Kreisler Manufacturing Corp.5,124,200102,791
Harley-Davidson1,863,40089,835
Mastercard Incorporated600,00084,720
NewLead Holdings Ltd.950,00083,847
W.W. Grainger465,90083,746
Hilton Worldwide Holdings Inc.1,200,00083,340
Yandex N.V.2,500,00082,375
Salesforce.com Inc850,00079,407
Lowe's Companies900,00071,946
LAUREATE EDUCATION, INC.4,500,01065,475
Macy's Inc2,795,10060,989
Rent-A-Center Inc.5,279,50060,609
Adobe Systems Incorporated395,00058,926
Summit Materials1,825,00058,455
Netflix310,00056,219
IAC/InterActiveCorp475,00055,851
First Priority Tax Solutions Inc.2,700,00048,708
Brunswick Corporation850,00047,575
MercadoLibre181,58047,017
Perrigo Company543,60046,016
Dollar Tree500,00043,410
STERLING CONSOLIDATED Corp750,00041,438
Align Technology200,00037,254
CASEY CONTAINER CORP300,00032,835
Wendy's Company (The)2,000,00031,060
J CREW GROUP INC.7,896,13130,084
Royal Caribbean Cruises Ltd.250,00029,635
HD Supply Holdings, Inc.700,00025,249
Hanesbrands Inc.1,000,00024,640
Angie's List1,950,00024,297
Vista International Technologies Inc1,009,20023,151
RHB Capital316,09622,228
GoPro, Inc.1,552,80017,096
CARVANA CO.1,075,00015,781
USG Corporation400,00013,060
Six Flags Entertainment Corporation New200,00012,188
National Beverage Corp.90,00011,165
CBL & Associates Properties1,242,30010,423
Sonic Corp.400,00010,180
Gamestop Corporation465,9009,625
Select Comfort Corporation300,0009,315
Tailored Brands600,0008,664
Limited Brands200,0008,322
Tanger Factory Outlet Centers310,6007,585
Exponent100,0007,390
SeaWorld Entertainment Inc.500,0006,495
Wolverine World Wide150,0004,328
Ascena Retail Group1,000,0002,450

Feedback