0001172661-17-001594.txt : 20170814
0001172661-17-001594.hdr.sgml : 20170814
20170814070910
ACCESSION NUMBER: 0001172661-17-001594
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170814
DATE AS OF CHANGE: 20170814
EFFECTIVENESS DATE: 20170814
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: 171026844
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
06-30-2017
06-30-2017
false
Melvin Capital Management LP
527 Madison Avenue - 25th Floor
New York
NY
10022
13F HOLDINGS REPORT
028-16643
Y
Melvin Capital Management LP is voluntarily disclosing its Adidas AG holdings. The SEDOL for these holdings is included in the Information Table in lieu of the CUSIP.
Evan Cohen
Chief Compliance Officer
212-373-1275
/s/ Evan Cohen
New York
NY
08-14-2017
0
93
7637991
INFORMATION TABLE
2
infotable.xml
ADIDAS AG
COM
004031976
184275
961667
SH
SOLE
961667
0
0
ADIDAS AG
COM
004031976
108994
568800
SH
Call
SOLE
568800
0
0
ADOBE SYS INC
COM
00724F101
120668
853140
SH
SOLE
853140
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
192482
1366091
SH
SOLE
1366091
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
601037
4265700
SH
Call
SOLE
4265700
0
0
ALPHABET INC
CAP STK CL A
02079K305
231343
248842
SH
SOLE
248842
0
0
ALPHABET INC
CAP STK CL A
02079K305
66100
71100
SH
Call
SOLE
71100
0
0
AMAZON COM INC
COM
023135106
282173
291501
SH
SOLE
291501
0
0
AMAZON COM INC
COM
023135106
179661
185600
SH
Call
SOLE
185600
0
0
AMERICAN OUTDOOR BRANDS CORP
COM
02874P103
16731
755000
SH
SOLE
755000
0
0
AMERICAN OUTDOOR BRANDS CORP
COM
02874P103
17728
800000
SH
Call
SOLE
800000
0
0
ANGIES LIST INC
COM
034754101
32103
2510000
SH
SOLE
2510000
0
0
AVIS BUDGET GROUP
COM
053774105
8181
300000
SH
Put
SOLE
300000
0
0
AVON PRODS INC
COM
054303102
3800
1000000
SH
Call
SOLE
1000000
0
0
BRUNSWICK CORP
COM
117043109
25092
400000
SH
SOLE
400000
0
0
BURLINGTON STORES INC
COM
122017106
6899
75000
SH
SOLE
75000
0
0
CARMAX INC
COM
143130102
188303
2986093
SH
SOLE
2986093
0
0
CARMAX INC
COM
143130102
253381
4018100
SH
Call
SOLE
4018100
0
0
CARVANA CO
CL A
146869102
13817
675000
SH
SOLE
675000
0
0
CASEYS GEN STORES INC
COM
147528103
50877
475000
SH
SOLE
475000
0
0
CASEYS GEN STORES INC
COM
147528103
10711
100000
SH
Call
SOLE
100000
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
100072
240500
SH
Put
SOLE
240500
0
0
CONNS INC
COM
208242107
7640
400000
SH
Put
SOLE
400000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
303019
1564133
SH
SOLE
1564133
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
895304
4621400
SH
Call
SOLE
4621400
0
0
COOPER COS INC
COM NEW
216648402
22745
95000
SH
SOLE
95000
0
0
COTY INC
COM CL A
222070203
13132
700000
SH
Put
SOLE
700000
0
0
DARDEN RESTAURANTS INC
COM
237194105
13611
150500
SH
Put
SOLE
150500
0
0
DEERE & CO
COM
244199105
149381
1208683
SH
SOLE
1208683
0
0
DEERE & CO
COM
244199105
17698
143200
SH
Call
SOLE
143200
0
0
EDGEWELL PERS CARE CO
COM
28035Q102
41811
550000
SH
SOLE
550000
0
0
ELECTRONIC ARTS INC
COM
285512109
21144
200000
SH
SOLE
200000
0
0
FACEBOOK INC
CL A
30303M102
67941
450000
SH
SOLE
450000
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
61664
427600
SH
Call
SOLE
427600
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
61518
426586
SH
SOLE
426586
0
0
FREDS INC
CL A
356108100
8307
900000
SH
Put
SOLE
900000
0
0
GAMESTOP CORP NEW
CL A
36467W109
42265
1955800
SH
Put
SOLE
1955800
0
0
GOPRO INC
CL A
38268T103
4065
500000
SH
Put
SOLE
500000
0
0
HARLEY DAVIDSON INC
COM
412822108
8168
151200
SH
Put
SOLE
151200
0
0
IAC INTERACTIVECORP
COM
44919P508
54201
525000
SH
SOLE
525000
0
0
JACK IN THE BOX INC
COM
466367109
39400
400000
SH
SOLE
400000
0
0
JACK IN THE BOX INC
COM
466367109
19700
200000
SH
Call
SOLE
200000
0
0
JD COM INC
SPON ADR CL A
47215P106
41181
1050000
SH
SOLE
1050000
0
0
JD COM INC
SPON ADR CL A
47215P106
74518
1900000
SH
Call
SOLE
1900000
0
0
LAUREATE EDUCATION INC
CL A
518613203
56973
3250000
SH
SOLE
3250000
0
0
LOWES COS INC
COM
548661107
99215
1279700
SH
Call
SOLE
1279700
0
0
LOWES COS INC
COM
548661107
110244
1421951
SH
SOLE
1421951
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
48580
400000
SH
SOLE
400000
0
0
MCDONALDS CORP
COM
580135101
42119
275000
SH
SOLE
275000
0
0
MOHAWK INDS INC
COM
608190104
42296
175000
SH
SOLE
175000
0
0
NATIONAL BEVERAGE CORP
COM
635017106
20583
220000
SH
SOLE
220000
0
0
NETFLIX INC
COM
64110L106
67235
450000
SH
SOLE
450000
0
0
NEW ORIENTAL ED & TECH GRP I
SPON ADR
647581107
44056
625000
SH
SOLE
625000
0
0
NU SKIN ENTERPRISES INC
CL A
67018T105
66315
1055300
SH
Put
SOLE
1055300
0
0
PALO ALTO NETWORKS INC
COM
697435105
46834
350000
SH
SOLE
350000
0
0
PATTERN ENERGY GROUP INC
CL A
70338P100
14304
600000
SH
Put
SOLE
600000
0
0
PENNEY J C INC
COM
708160106
8435
1814000
SH
Put
SOLE
1814000
0
0
PENNEY J C INC
COM
708160106
16990
3653710
SH
SOLE
3653710
0
0
PRICELINE GRP INC
COM NEW
741503403
132988
71097
SH
SOLE
71097
0
0
REALOGY HLDGS CORP
COM
75605Y106
48675
1500000
SH
Call
SOLE
1500000
0
0
REALOGY HLDGS CORP
COM
75605Y106
5517
170000
SH
SOLE
170000
0
0
RENT A CTR INC NEW
COM
76009N100
38875
3317000
SH
Put
SOLE
3317000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
67231
1075000
SH
SOLE
1075000
0
0
RH
COM
74967X103
87541
1356800
SH
Put
SOLE
1356800
0
0
SALESFORCE COM INC
COM
79466L302
67115
775000
SH
SOLE
775000
0
0
SEAWORLD ENTMT INC
COM
81282V100
14643
900000
SH
Put
SOLE
900000
0
0
SELECT COMFORT CORP
COM
81616X103
7098
200000
SH
Put
SOLE
200000
0
0
SHERWIN WILLIAMS CO
COM
824348106
66682
190000
SH
SOLE
190000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
57264
905500
SH
Put
SOLE
905500
0
0
SNAP INC
CL A
83304A106
12883
725000
SH
SOLE
725000
0
0
SONIC CORP
COM
835451105
11921
450000
SH
Call
SOLE
450000
0
0
SONIC CORP
COM
835451105
30331
1145000
SH
SOLE
1145000
0
0
SQUARE INC
CL A
852234103
30498
1300000
SH
SOLE
1300000
0
0
SUMMIT MATLS INC
CL A
86614U100
72175
2500000
SH
SOLE
2500000
0
0
SUMMIT MATLS INC
CL A
86614U100
11548
400000
SH
Call
SOLE
400000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
49532
675000
SH
SOLE
675000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
10678
200000
SH
Put
SOLE
200000
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADR
881624209
60261
1814000
SH
Put
SOLE
1814000
0
0
THOR INDS INC
COM
885160101
126331
1208675
SH
SOLE
1208675
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
22672
800000
SH
Call
SOLE
800000
0
0
UNDER ARMOUR INC
CL A
904311107
19584
900000
SH
Put
SOLE
900000
0
0
V F CORP
COM
918204108
52243
907000
SH
Put
SOLE
907000
0
0
VISA INC
COM CL A
92826C839
320043
3412700
SH
Call
SOLE
3412700
0
0
VISA INC
COM CL A
92826C839
230964
2462829
SH
SOLE
2462829
0
0
VISTA OUTDOOR INC
COM
928377100
25400
1128400
SH
Put
SOLE
1128400
0
0
VULCAN MATLS CO
COM
929160109
117086
924269
SH
SOLE
924269
0
0
VULCAN MATLS CO
COM
929160109
81063
639900
SH
Call
SOLE
639900
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
96375
959819
SH
SOLE
959819
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
35696
355500
SH
Call
SOLE
355500
0
0
WYNN RESORTS LTD
COM
983134107
162106
1208665
SH
SOLE
1208665
0
0
WYNN RESORTS LTD
COM
983134107
28608
213300
SH
Call
SOLE
213300
0
0
YANDEX N V
SHS CLASS A
N97284108
22960
875000
SH
SOLE
875000
0
0
YUM BRANDS INC
COM
988498101
66384
900000
SH
SOLE
900000
0
0