0001172661-18-000730.txt : 20180214 0001172661-18-000730.hdr.sgml : 20180214 20180214122922 ACCESSION NUMBER: 0001172661-18-000730 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 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: 18609804 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 12-31-2017 12-31-2017 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 02-14-2018 0 24 1777082 INFORMATION TABLE 2 infotable.xml ALTICE USA INC CL A 02156K103 26610 1253400 SH SOLE 1253400 0 0 BANK AMER CORP COM 060505104 40472 1371000 SH SOLE 1371000 0 0 BLACKHAWK NETWORK HLDGS INC COM 09238E104 96224 2699129 SH SOLE 2699129 0 0 BRITISH AMER TOB PLC SPONSORED ADR 110448107 11053 165000 SH SOLE 165000 0 0 BROADCOM LTD SHS Y09827109 57135 222400 SH SOLE 222400 0 0 CHURCHILL DOWNS INC COM 171484108 129039 554528 SH SOLE 554528 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 12421 555000 SH SOLE 555000 0 0 GRAY TELEVISION INC COM 389375106 1442 86090 SH SOLE 86090 0 0 HCA HEALTHCARE INC COM 40412C101 45060 512977 SH SOLE 512977 0 0 INTERCONTINENTAL EXCHANGE INC COM 45866F104 46551 659730 SH SOLE 659730 0 0 IQVIA HLDGS INC COM 46266C105 73114 746824 SH SOLE 746824 0 0 JPMORGAN CHASE & CO COM 46625H100 40701 380600 SH SOLE 380600 0 0 LIONS GATE ENTMNT CORP CL A VTG 535919401 3381 100000 SH SOLE 100000 0 0 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 6963 219391 SH SOLE 219391 0 0 MEDICINES CO COM 584688105 69888 2556266 SH SOLE 2556266 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 7843 100300 SH SOLE 100300 0 0 PARSLEY ENERGY INC CL A 701877102 52256 1775000 SH SOLE 1775000 0 0 PEABODY ENERGY CORP NEW COM 704551100 85244 2165196 SH SOLE 2165196 0 0 PEABODY ENERGY CORP NEW COM 704551100 19685 500000 SH Call SOLE 500000 0 0 PIONEER NAT RES CO COM 723787107 71224 412055 SH SOLE 412055 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 128452 3393703 SH SOLE 3393703 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 613778 2300000 SH Put SOLE 2300000 0 0 SUMMIT MATLS INC CL A 86614U100 127496 4055221 SH SOLE 4055221 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 11050 320000 SH SOLE 320000 0 0