Melvin Capital Management Lp (1628110) Portfolio


Number of Companies: 59
Inflow: $1,168,088 K
Outflow: $-770,386 K
Net Flow: $397,701 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2984 25 Netflix Inc (NFLX) Internet Media 2,400,000 New Holding 2,400,000 $102.23 $245,352 $245,352
2876 17 Expedia Inc (EXPE) Internet Based Services 900,000 Added More 725,000 $107.82 $78,169 $97,038
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 215,000 Added More 130,000 $593.64 $77,173 $127,632
3070 18 Home Depot Inc (HD) Home Products Stores 475,000 New Holding 475,000 $133.42 $63,379 $63,379
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 1,865,000 Added More 765,000 $82.45 $63,081 $153,787
2410 8 Polaris Industries Inc (PII) Recreational Vehicles 625,000 New Holding 625,000 $98.48 $61,550 $61,550
3074 26 Facebook Inc-A (FB) Internet Media 1,150,000 Added More 500,000 $114.09 $57,049 $131,214
3005 17 Lowes Cos Inc (LOW) Home Products Stores 1,650,000 Added More 750,000 $75.75 $56,812 $124,987
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 1,800,000 Added More 900,000 $61.47 $55,323 $110,646
3044 9 Costco Wholesale Corp (COST) Mass Merchants 350,000 New Holding 350,000 $157.58 $55,153 $55,153
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 1,465,000 Added More 665,000 $76.48 $50,859 $112,043
2614 12 Autonation Inc (AN) Automotive Retailers 975,000 New Holding 975,000 $46.68 $45,513 $45,513
31 1 Signet Jewelers Ltd (SIG) Jewelry And Watch Stores 1,050,000 Added More 350,000 $124.02 $43,410 $130,231
2833 18 Mohawk Industries Inc (MHK) Home Improvement 375,000 Added More 175,000 $190.89 $33,407 $71,587
89 1 Wynn Resorts Ltd (WYNN) Casinos And Gaming 325,000 New Holding 325,000 $93.43 $30,364 $30,364
2122 25 Jack In The Box Inc (JACK) Restaurants 375,000 New Holding 375,000 $63.86 $23,951 $23,951
2986 89 Salesforcecom Inc (CRM) Application Software 275,000 New Holding 275,000 $73.83 $20,303 $20,303
28 1 Ctripcom International (CTRP) Internet Based Services 1,200,000 Added More 400,000 $44.25 $17,703 $53,111
2469 22 Buckle Incthe (BKE) Specialty Apparel Stores 400,000 New Holding 400,000 $33.86 $13,548 $13,548
24 1 Financial Engines Inc (FNGN) Investment Management 400,000 New Holding 400,000 $31.43 $12,572 $12,572
1815 13 Solarcity Corp (SCTY) Renewable Energy Equipment 800,000 Added More 500,000 $24.58 $12,290 $19,664
2942 7 Tesla Motors Inc (TSLA) Automobiles 50,000 New Holding 50,000 $229.77 $11,488 $11,488
18 1 Williams-Sonoma Inc (WSM) Home Products Stores 200,000 New Holding 200,000 $54.74 $10,948 $10,948
2668 3 Fastenal Co (FAST) Home And Office Product Whslrs 200,000 New Holding 200,000 $49.00 $9,800 $9,800
2766 25 Cardtronics Inc (CATM) Consumer Finance 150,000 New Holding 150,000 $35.99 $5,398 $5,398
2084 15 Crocs Inc (CROX) Apparel Footwear And Acc Design 400,000 New Holding 400,000 $9.62 $3,848 $3,848
2630 5 Generac Holdings Inc (GNRC) Electrical Power Equipment 100,000 New Holding 100,000 $37.24 $3,724 $3,724
2592 79 Adobe Systems Inc (ADBE) Application Software 625,000 Added More 25,000 $93.80 $2,345 $58,625
1988 1 Rent-A-Center Inc (RCII) Consumer Goods Rental 100,000 New Holding 100,000 $15.85 $1,585 $1,585
2150 26 Del Friscos Restaurant Grou (DFRG) Restaurants 1,700,000 Added More 75,000 $16.58 $1,243 $28,186
2626 34 Buffalo Wild Wings Inc (BWLD) Restaurants 245,000 Added More 5,000 $148.11 $740 $36,289
386 3 Interface Inc (TILE) Home Improvement 0 Sold All -25,000 $18.54 $-463 $0
36 1 Skechers Usa Inc-Cl A (SKX) Apparel Footwear And Acc Design 450,000 Sold Some -50,000 $30.45 $-1,522 $13,702
2290 9 Gamestop Corp-Class A (GME) Other Spec Retail Discr 300,000 Sold Some -100,000 $31.73 $-3,173 $9,519
4 1 Newell Rubbermaid Inc (NWL) Home And Office Furnishings 900,000 Sold Some -100,000 $44.29 $-4,429 $39,861
2973 23 Constellation Brands Inc-A (STZ) Beverages 450,000 Sold Some -50,000 $151.08 $-7,554 $67,990
2220 6 Mobile Mini Inc (MINI) Logistics Services 0 Sold All -250,000 $33.02 $-8,255 $0
2231 17 Hanesbrands Inc (HBI) Apparel Footwear And Acc Design 1,100,000 Sold Some -400,000 $28.34 $-11,336 $31,174
2412 20 Deckers Outdoor Corp (DECK) Apparel Footwear And Acc Design 0 Sold All -200,000 $59.91 $-11,982 $0
2992 17 Advance Auto Parts Inc (AAP) Automotive Retailers 375,000 Sold Some -75,000 $160.33 $-12,025 $60,127
2804 16 Tractor Supply Company (TSCO) Home Products Stores 275,000 Sold Some -141,323 $90.45 $-12,784 $24,876
2029 4 Smith And Wesson Holding Corp (SWHC) Defense Primes 0 Sold All -500,000 $26.62 $-13,310 $0
3026 18 Oreilly Automotive Inc (ORLY) Automotive Retailers 25,000 Sold Some -60,000 $273.66 $-16,419 $6,841
2505 13 Select Comfort Corporation (SCSS) Home Products Stores 0 Sold All -1,000,000 $19.38 $-19,389 $0
2676 23 Gildan Activewear Inc (GIL) Apparel Footwear And Acc Design 700,000 Sold Some -730,000 $30.51 $-22,272 $21,357
2937 16 Kroger Co (KR) Food And Drug Stores 0 Sold All -600,000 $38.25 $-22,950 $0
859 6 Regal Entertainment Group-A (RGC) Entertainment Facilities 0 Sold All -1,100,000 $21.13 $-23,253 $0
261 5 Texas Roadhouse Inc (TXRH) Restaurants 0 Sold All -600,000 $43.58 $-26,148 $0
2606 26 Abercrombie And Fitch Co-Cl A (ANF) Specialty Apparel Stores 0 Sold All -925,000 $31.54 $-29,174 $0
3016 38 Starbucks Corp (SBUX) Restaurants 0 Sold All -525,000 $59.70 $-31,342 $0
2961 20 Stanley Black And Decker Inc (SWK) Home Improvement 0 Sold All -325,000 $105.20 $-34,193 $0
2925 29 Alliance Data Systems Corp (ADS) Consumer Finance 0 Sold All -165,000 $220.00 $-36,300 $0
301 1 Brunswick Corp (BC) Recreational Vehicles 0 Sold All -775,000 $47.98 $-37,184 $0
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 0 Sold All -30,000 $1288.95 $-38,668 $0
27 1 Dominos Pizza Inc (DPZ) Restaurants 575,000 Sold Some -325,000 $131.86 $-42,854 $75,819
2726 27 Lululemon Athletica Inc (LULU) Specialty Apparel Stores 0 Sold All -850,000 $67.70 $-57,553 $0
2557 14 Las Vegas Sands Corp (LVS) Casinos And Gaming 270,000 Sold Some -1,280,000 $51.68 $-66,150 $13,953
2910 3 Royal Caribbean Cruises Ltd (RCL) Cruise Lines 0 Sold All -1,040,000 $82.15 $-85,436 $0
3068 39 Mcdonalds Corp (MCD) Restaurants 0 Sold All -750,000 $125.68 $-94,260 $0