Scout Capital Management LLC 13F 持仓 · 最近申报 2013年Q4
Scout Capital Management 在 2013年Q4（报告期截至 2013-12-31）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 60.78 亿美元。前几大持仓：YUM（9.84%）、AAP（8.68%）、STZ（7.91%）。本季前 25 大持仓中：新建仓 9 只、增持 8 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | YUM | YUM BRANDS INC | $598.1M | 9.84% | 7.9M | 新建仓 |
| 2 | AAP | ADVANCE AUTO PARTS INC | $527.4M | 8.68% | 4.8M | 新建仓 |
| 3 | STZ | CONSTELLATION BRANDS INC | $480.7M | 7.91% | 6.8M | 增持 |
| 4 | MJN | MEAD JOHNSON NUTRITION CO | $376.9M | 6.20% | 4.5M | 增持 |
| 5 | SPY | SPDR S&P 500 ETF TR | $361.2M | 5.94% | 2.0M | 增持 |
| 6 | AMZN | AMAZON COM INC | $358.9M | 5.90% | 900,000 | 增持 |
| 7 | IHS2 | IHS INC | $344.4M | 5.67% | 2.9M | 减持 |
| 8 | BIDU | BAIDU INC | $320.2M | 5.27% | 1.8M | 增持 |
| 9 | ST | SENSATA TECHNOLOGIES HLDG BV | $298.5M | 4.91% | 7.7M | 减持 |
| 10 | JBHT | HUNT J B TRANS SVCS INC | $266.7M | 4.39% | 3.5M | 新建仓 |
| 11 | THI | TIM HORTONS INC | $253.4M | 4.17% | 4.3M | 减持 |
| 12 | BUD | ANHEUSER BUSCH INBEV SA/NV | $250.2M | 4.12% | 2.4M | 增持 |
| 13 | LBTYK | LIBERTY GLOBAL PLC | $193.9M | 3.19% | 2.3M | 减持 |
| 14 | GOOGL | GOOGLE INC | $182.1M | 3.00% | 162,500 | 减持 |
| 15 | LKQ | LKQ CORP | $148.1M | 2.44% | 4.5M | 减持 |
| 16 | DISCA | DISCOVERY COMMUNICATNS NEW | $140.2M | 2.31% | 1.6M | 增持 |
| 17 | KATE | FIFTH & PAC COS INC | $118.7M | 1.95% | 3.7M | 新建仓 |
| 18 | XLP | SELECT SECTOR SPDR TR | $117.3M | 1.93% | 2.7M | 增持 |
| 19 | WMB | WILLIAMS COS INC DEL | $104.1M | 1.71% | 2.7M | 新建仓 |
| 20 | TCOM | CTRIP COM INTL LTD | $99.2M | 1.63% | 2.0M | 新建仓 |
| 21 | ALSN | ALLISON TRANSMISSION HLDGS I | $77.3M | 1.27% | 2.8M | 减持 |
| 22 | GLPI | GAMING & LEISURE PPTYS INC | $74.5M | 1.23% | 1.5M | 新建仓 |
| 23 | MTCH | IAC INTERACTIVECORP | $68.7M | 1.13% | 1.0M | 新建仓 |
| 24 | P | PANDORA MEDIA INC | $61.2M | 1.01% | 2.3M | 新建仓 |
| 25 | LNG | CHENIERE ENERGY INC | $56.1M | 0.92% | 1.3M | 减持 |
来源：SEC 13F 申报文件 · 截至 2013-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR