Melvin Capital Management LP

Most recent update: Dec. 31, 2017

CompanyShares/WarrantsValue ($000)
Constellation Brands Inc7,801,2351,783,128
Electronic Arts Inc.14,725,5221,547,064
Facebook3,677,707648,969
NewLead Holdings Ltd.5,149,158484,021
Amazon.com282,330330,176
Autodesk3,008,989315,433
Wyndmoor Industries, Inc.2,674,708309,918
Alibaba Group Holding Limited1,671,714288,253
Deere & Company1,634,534255,821
Visa Inc.2,228,954254,145
PayPal Holdings, Inc.2,823,301207,852
Microsoft Corporation2,377,534203,374
Mastercard Incorporated1,263,046191,175
Salesforce.com Inc1,857,438189,886
Dollar Tree1,575,973169,118
Wynn Resorts1,003,009169,097
Alphabet Holding Company, Inc.148,595156,530
FleetCor Technologies742,969142,970
Thor Industries925,000139,416
Hyatt Hotels Corporation1,499,900110,303
Takeuchi Manufacturing Co., Ltd.1,000,000109,780
CoStar Group350,000103,933
Hilton Worldwide Holdings Inc.1,300,000103,818
HD Supply Holdings, Inc.2,500,000100,075
Wendy's Company (The)6,000,00098,520
Shire plc616,30095,600
Twitter3,500,00084,035
MGM Growth Properties LLC2,500,00083,475
Rent-A-Center Inc.6,933,80076,965
Fastenal Company1,400,00076,566
Yandex N.V.2,300,00075,325
Signet International Holdings, Inc.1,309,70074,064
ServiceNow550,00071,715
LAUREATE EDUCATION, INC.5,150,00069,834
Restaurant Brands International Inc.1,100,00067,628
Lic Housing Finance Ltd.308,20064,414
Harley-Davidson1,232,60062,715
Vulcan Materials Company475,00060,976
Align Technology265,00058,880
Darden Restaurants600,00057,612
Adobe Systems Incorporated300,00052,572
Hanesbrands Inc.2,465,30051,549
Summit Materials1,600,00050,304
First Priority Tax Solutions Inc.3,000,00050,130
Sherwin-Williams Company (The)115,00047,155
Brunswick Corporation825,00045,557
Mascota Resources Corp1,000,00043,940
Royal Caribbean Cruises Ltd.355,00042,344
STERLING CONSOLIDATED Corp650,00041,139
Tanger Factory Outlet Centers1,540,90040,849
IAC/InterActiveCorp325,00039,741
Kreisler Manufacturing Corp.1,396,90038,345
Black Knight Financial Services, Inc.850,00037,528
General Mills616,30036,540
Discovery Communications1,540,80034,483
Karelia Tobacco Co Inc462,20031,420
Domino's Pizza Inc150,00028,344
Macy's Inc1,078,50027,167
Weibo250,00025,865
GoPro, Inc.3,252,48724,621
MercadoLibre75,00023,600
V.F. Corporation308,20022,807
Weight Watchers International Inc500,00022,140
Carmax Mining Corp.325,00020,842
Target Corporation308,20020,110
CASEY CONTAINER CORP175,00019,590
AngioGenex, Inc.1,750,00018,305
Gamestop Corporation1,001,60017,979
Bigsupersearch.com, Inc.308,20017,305
J CREW GROUP INC.5,083,61016,064
Hannon Armstrong Sustainable Infrastructure Capital, Inc.600,00014,436
Pattern Energy Group600,00012,894
CARVANA CO.616,00011,778
CBL & Associates Properties1,400,0007,924
Gildan Activewear154,1004,977
Buckle200,0004,750
Vista International Technologies Inc200,0002,914
GNC Holdings725,0002,675
RHB Capital24,1622,083

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