0001172661-18-001205.txt : 20180515 0001172661-18-001205.hdr.sgml : 20180515 20180515125415 ACCESSION NUMBER: 0001172661-18-001205 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: THREE BAYS CAPITAL LP CENTRAL INDEX KEY: 0001593380 IRS NUMBER: 900941865 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16716 FILM NUMBER: 18834827 BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 19TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-954-1400 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 19TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001593380 XXXXXXXX 03-31-2018 03-31-2018 false THREE BAYS CAPITAL LP

222 Berkeley Street 19th Floor Boston MA 02116

13F HOLDINGS REPORT 028-16716 N Martha Mensoian 617-954-1400 /s/ Martha Mensoian Boston MA 05-15-2018 0 21 1443082 INFORMATION TABLE 2 infotable.xml ADVANCED DISP SVCS INC DEL COM 00790X101 26736 1200000 SH SOLE 1200000 0 0 ALPHABET INC CAP STK CL A 02079K305 51131 49300 SH SOLE 49300 0 0 BRINKS CO COM 109696104 33620 471200 SH SOLE 471200 0 0 BRITISH AMER TOB PLC SPONSORED ADR 110448107 9519 165000 SH SOLE 165000 0 0 BROADCOM LTD SHS Y09827109 62365 264650 SH SOLE 264650 0 0 CHURCHILL DOWNS INC COM 171484108 5830 23890 SH SOLE 23890 0 0 COCA COLA EUROPEAN PARTNERS SHS G25839104 43494 1044015 SH SOLE 1044015 0 0 EAGLE MATERIALS INC COM 26969P108 74588 723802 SH SOLE 723802 0 0 FORESTAR GROUP INC COM 346232101 6028 285000 SH SOLE 285000 0 0 GRAY TELEVISION INC COM 389375106 16482 1297790 SH SOLE 1297790 0 0 HCA HEALTHCARE INC COM 40412C101 50661 522277 SH SOLE 522277 0 0 ILG INC COM 44967H101 80528 2588504 SH SOLE 2588504 0 0 INTERCONTINENTAL EXCHANGE INC COM 45866F104 59012 813730 SH SOLE 813730 0 0 IQVIA HLDGS INC COM 46266C105 63175 643924 SH SOLE 643924 0 0 MARINUS PHARMACEUTICALS INC COM 56854Q101 3607 944300 SH SOLE 944300 0 0 MEDICINES CO COM 584688105 57134 1734492 SH SOLE 1734492 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 48757 733193 SH SOLE 733193 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 515619 3220000 SH Put SOLE 3220000 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 109316 3492536 SH SOLE 3492536 0 0 SUMMIT MATLS INC CL A 86614U100 80475 2657693 SH SOLE 2657693 0 0 VERISIGN INC COM 92343E102 45005 379600 SH SOLE 379600 0 0