0001172661-18-002132.txt : 20181114 0001172661-18-002132.hdr.sgml : 20181114 20181114131021 ACCESSION NUMBER: 0001172661-18-002132 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 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: 181182253 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 09-30-2018 09-30-2018 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 11-14-2018 0 19 847981 INFORMATION TABLE 2 infotable.xml BRINKS CO COM 109696104 68101 976354 SH SOLE 976354 0 0 BROADCOM INC COM 11135F101 41833 169550 SH SOLE 169550 0 0 EAGLE MATERIALS INC COM 26969P108 45339 531902 SH SOLE 531902 0 0 EQUIFAX INC COM 294429105 49250 377190 SH SOLE 377190 0 0 FORESTAR GROUP INC COM 346232101 11524 543571 SH SOLE 543571 0 0 GRAY TELEVISION INC COM 389375106 39031 2230349 SH SOLE 2230349 0 0 HCA HEALTHCARE INC COM 40412C101 38338 275577 SH SOLE 275577 0 0 IQVIA HLDGS INC COM 46266C105 49164 378941 SH SOLE 378941 0 0 MARINUS PHARMACEUTICALS INC COM 56854Q101 19055 1905469 SH SOLE 1905469 0 0 MEDICINES CO COM 584688105 55328 1849822 SH SOLE 1849822 0 0 MGM RESORTS INTERNATIONAL COM 552953101 59672 2138000 SH SOLE 2138000 0 0 MOMO INC ADR 60879B107 55660 1270779 SH SOLE 1270779 0 0 STARS GROUP INC COM 85570W100 51485 2067674 SH SOLE 2067674 0 0 SUMMIT MATLS INC CL A 86614U100 83046 4568000 SH SOLE 4568000 0 0 SUMMIT MATLS INC CL A 86614U100 27270 1500000 SH Call SOLE 1500000 0 0 VERISIGN INC COM 92343E102 2722 17000 SH SOLE 17000 0 0 VERISIGN INC COM 92343E102 64048 400000 SH Call SOLE 400000 0 0 WYNN RESORTS LTD COM 983134107 29351 231000 SH SOLE 231000 0 0 XEROX CORP COM NEW 984121608 57764 2141000 SH SOLE 2141000 0 0