SCOUT CAPITAL MANAGEMENT LLC Information

640 FIFTH AVENUE, NEW YORK, New York, 10019, (212) 622-7849

Report Date: 12/31/2013

Position Statistics

Total Positions 40
New Positions 9
Increased Positions 14
Decreased Positions 26
Positions with Activity 40
Sold Out Positions 15
Total Mkt Value (in $ millions) 4,123

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 8.08%
Conglomerates 0%
Consumer Cyclical 7.8%
Consumer/Non-Cyclical 24.53%
Energy 12.19%
Financial
Healthcare
Services 33.07%
Technology 8.98%
Transportation 4.08%
Utilities

40 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 532,945 447,112 520.91 6,830,000
IHS INC CL A 339,445 -14,525 (4.1) 2,876,900
SENSATA TECHNOLOGIES HLDG BV A SHS 333,256 -34,624 (9.41) 7,700,000
YUM BRANDS INC COM 294,133 294,133 New 3,955,000
ADVANCE AUTO PARTS INC COM 276,966 276,966 New 2,382,500
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 248,160 26,400 11.91 2,350,000
TIM HORTONS INC COM 236,356 -138,429 (36.94) 4,340,000
MEAD JOHNSON NUTRITION CO COM 230,160 59,217 34.64 2,800,000
AMAZON COM INC COM 187,038 -38,966 (17.24) 600,000
LIBERTY GLOBAL PLC SHS CL C 169,742 -7,380 (4.17) 4,516,828
HUNT J B TRANS SVCS INC COM 168,049 168,049 New 2,350,000
BAIDU INC SPON ADR REP A 134,766 89,095 195.08 900,000
LKQ CORP COM 123,390 -2,742 (2.17) 4,500,000
KATE SPADE & CO COM 117,851 117,851 New 3,700,200
DISCOVERY COMMUNICATNS NEW COM SER A 100,971 36,505 56.63 1,300,000
WILLIAMS COS INC DEL COM 90,315 90,315 New 2,250,000
ALLISON TRANSMISSION HLDGS INC COM 80,416 -77,544 (49.09) 2,800,000
CHENIERE ENERGY INC COM NEW 72,735 -229,395 (75.93) 1,300,000
GOOGLE INC CL A 69,909 -45,710 (39.54) 130,000
GOOGLE INC CL C 68,978 -45,101 (39.54) 130,000