0001172661-17-001090.txt : 20170515 0001172661-17-001090.hdr.sgml : 20170515 20170515090223 ACCESSION NUMBER: 0001172661-17-001090 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Melvin Capital Management LP CENTRAL INDEX KEY: 0001628110 IRS NUMBER: 472172404 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16643 FILM NUMBER: 17841464 BUSINESS ADDRESS: STREET 1: 527 MADISON AVENUE - 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-373-1270 MAIL ADDRESS: STREET 1: 527 MADISON AVENUE - 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001628110 XXXXXXXX 03-31-2017 03-31-2017 false Melvin Capital Management LP

527 Madison Avenue - 25th Floor New York NY 10022

13F HOLDINGS REPORT 028-16643 N Evan Cohen 212-373-1275 /s/ Evan Cohen New York NY 05-15-2017 0 88 5821513 INFORMATION TABLE 2 infotable.xml ADOBE SYS INC COM 00724F101 78078 600000 SH SOLE 600000 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 202082 1363026 SH SOLE 1363026 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 159928 1078700 SH Call SOLE 1078700 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32349 300000 SH SOLE 300000 0 0 AMAZON COM INC COM 023135106 222596 251084 SH SOLE 251084 0 0 AMERICAN OUTDOOR BRANDS CORP COM 02874P103 1981 100000 SH SOLE 100000 0 0 AVON PRODS INC COM 054303102 4400 1000000 SH Call SOLE 1000000 0 0 BRUNSWICK CORP COM 117043109 23868 390000 SH SOLE 390000 0 0 BRUNSWICK CORP COM 117043109 12240 200000 SH Call SOLE 200000 0 0 BURLINGTON STORES INC COM 122017106 38916 400000 SH SOLE 400000 0 0 CAL MAINE FOODS INC COM NEW 128030202 53360 1450000 SH SOLE 1450000 0 0 CAL MAINE FOODS INC COM NEW 128030202 7360 200000 SH Call SOLE 200000 0 0 CARMAX INC COM 143130102 178454 3013400 SH Call SOLE 3013400 0 0 CARMAX INC COM 143130102 165686 2797800 SH SOLE 2797800 0 0 CASEYS GEN STORES INC COM 147528103 58931 525000 SH SOLE 525000 0 0 CASEYS GEN STORES INC COM 147528103 11225 100000 SH Call SOLE 100000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 226719 1398894 SH SOLE 1398894 0 0 CONSTELLATION BRANDS INC CL A 21036P108 685977 4232600 SH Call SOLE 4232600 0 0 COOPER COS INC COM NEW 216648402 59967 300000 SH SOLE 300000 0 0 DARDEN RESTAURANTS INC COM 237194105 12007 143500 SH Put SOLE 143500 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 9164 150000 SH SOLE 150000 0 0 DEERE & CO COM 244199105 187426 1721718 SH SOLE 1721718 0 0 DEERE & CO COM 244199105 117253 1077100 SH Call SOLE 1077100 0 0 DEL FRISCOS RESTAURANT GROUP COM 245077102 20758 1150000 SH SOLE 1150000 0 0 DOLLAR TREE INC COM 256746108 64730 825000 SH SOLE 825000 0 0 ELECTRONIC ARTS INC COM 285512109 26856 300000 SH SOLE 300000 0 0 FACEBOOK INC CL A 30303M102 193617 1363021 SH SOLE 1363021 0 0 FACEBOOK INC CL A 30303M102 61295 431500 SH Call SOLE 431500 0 0 FEDEX CORP COM 31428X106 73181 375000 SH SOLE 375000 0 0 FREDS INC CL A 356108100 1965 150000 SH SOLE 150000 0 0 FREDS INC CL A 356108100 1310 100000 SH Put SOLE 100000 0 0 GAMESTOP CORP NEW CL A 36467W109 24009 1064700 SH Put SOLE 1064700 0 0 GOPRO INC CL A 38268T103 13050 1500000 SH Put SOLE 1500000 0 0 GRAINGER W W INC COM 384802104 33401 143500 SH Put SOLE 143500 0 0 HD SUPPLY HLDGS INC COM 40416M105 24675 600000 SH SOLE 600000 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 20024 100000 SH SOLE 100000 0 0 IAC INTERACTIVECORP COM 44919P508 49761 675000 SH SOLE 675000 0 0 IAC INTERACTIVECORP COM 44919P508 44232 600000 SH Call SOLE 600000 0 0 JD COM INC SPON ADR CL A 47215P106 46665 1500000 SH SOLE 1500000 0 0 L BRANDS INC COM 501797104 35820 760500 SH Put SOLE 760500 0 0 LAUREATE EDUCATION INC CL A 518613203 43524 3050000 SH SOLE 3050000 0 0 LEGGETT & PLATT INC COM 524660107 22961 456300 SH Put SOLE 456300 0 0 LOWES COS INC COM 548661107 94362 1147811 SH SOLE 1147811 0 0 MASCO CORP COM 574599106 40788 1200000 SH SOLE 1200000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 53423 475000 SH SOLE 475000 0 0 MATTEL INC COM 577081102 15581 608400 SH Put SOLE 608400 0 0 MCDONALDS CORP COM 580135101 232450 1793456 SH SOLE 1793456 0 0 MGM RESORTS INTERNATIONAL COM 552953101 13700 500000 SH SOLE 500000 0 0 MIMEDX GROUP INC COM 602496101 12389 1300000 SH Put SOLE 1300000 0 0 MOBILE MINI INC COM 60740F105 3050 100000 SH Put SOLE 100000 0 0 NETEASE INC SPONSORED ADR 64110W102 49700 175000 SH SOLE 175000 0 0 NETFLIX INC COM 64110L106 55429 375000 SH SOLE 375000 0 0 NETFLIX INC COM 64110L106 14781 100000 SH Call SOLE 100000 0 0 NU SKIN ENTERPRISES INC CL A 67018T105 92924 1673100 SH Put SOLE 1673100 0 0 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 12016 358700 SH Put SOLE 358700 0 0 OPKO HEALTH INC COM 68375N103 4800 600000 SH Put SOLE 600000 0 0 PAPA JOHNS INTL INC COM 698813102 6003 75000 SH SOLE 75000 0 0 PATTERN ENERGY GROUP INC CL A 70338P100 12078 600000 SH Put SOLE 600000 0 0 PENNEY J C INC COM 708160106 10306 1673100 SH Put SOLE 1673100 0 0 PRICELINE GRP INC COM NEW 741503403 127691 71738 SH SOLE 71738 0 0 REALOGY HLDGS CORP COM 75605Y106 28003 940000 SH SOLE 940000 0 0 RENT A CTR INC NEW COM 76009N100 26219 2955900 SH Put SOLE 2955900 0 0 SALESFORCE COM INC COM 79466L302 57743 700000 SH SOLE 700000 0 0 SHERWIN WILLIAMS CO COM 824348106 109037 351517 SH SOLE 351517 0 0 SHOPIFY INC CL A 82509L107 5107 75000 SH Put SOLE 75000 0 0 SKECHERS U S A INC CL A 830566105 41175 1500000 SH SOLE 1500000 0 0 SKECHERS U S A INC CL A 830566105 10980 400000 SH Call SOLE 400000 0 0 SONIC CORP COM 835451105 17752 700000 SH SOLE 700000 0 0 SQUARE INC CL A 852234103 31104 1800000 SH SOLE 1800000 0 0 SUMMIT MATLS INC CL A 86614U100 81543 3300000 SH SOLE 3300000 0 0 SUMMIT MATLS INC CL A 86614U100 17297 700000 SH Call SOLE 700000 0 0 TAILORED BRANDS INC COM 87403A107 9091 608500 SH Put SOLE 608500 0 0 THOR INDS INC COM 885160101 151716 1578242 SH SOLE 1578242 0 0 THOR INDS INC COM 885160101 124133 1291300 SH Call SOLE 1291300 0 0 TRANSDIGM GROUP INC COM 893641100 11008 50000 SH Put SOLE 50000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 37177 1147800 SH Call SOLE 1147800 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 104562 3228224 SH SOLE 3228224 0 0 V F CORP COM 918204108 25083 456300 SH Put SOLE 456300 0 0 VISA INC COM CL A 92826C839 165760 1865200 SH Call SOLE 1865200 0 0 VISA INC COM CL A 92826C839 188074 2116278 SH SOLE 2116278 0 0 VULCAN MATLS CO COM 929160109 112359 932597 SH SOLE 932597 0 0 VULCAN MATLS CO COM 929160109 34662 287700 SH Call SOLE 287700 0 0 WYNN RESORTS LTD COM 983134107 131551 1147811 SH SOLE 1147811 0 0 WYNN RESORTS LTD COM 983134107 32882 286900 SH Call SOLE 286900 0 0 YANDEX N V SHS CLASS A N97284108 30702 1400000 SH SOLE 1400000 0 0 YANDEX N V SHS CLASS A N97284108 15351 700000 SH Call SOLE 700000 0 0 YY INC ADS REPCOM CLA 98426T106 12680 275000 SH SOLE 275000 0 0 ZUMIEZ INC COM 989817101 5490 300000 SH Put SOLE 300000 0 0