Southpoint Capital Advisors

Latest statistics and disclosures from Southpoint Capital Advisors's latest quarterly 13F-HR filing:

Southpoint Capital Advisors portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
ETFC E TRADE Financial Corporation 8.67 -14.00% 8200000 19.64 21.04
Methanex 8.05 -12.00% 2525000 59.24 0.00
Express Scripts Holding 7.56 -4.00% 2000000 70.24 0.00
STT State Street Corporation 7.51 +2.00% 1900000 73.39 65.53
ADBE Adobe Systems Incorporated 6.45 2000000 59.88 64.04
LAMR Lamar Advertising Company 5.06 -18.00% 1800000 52.25 51.98
Liberty Global Inc C 4.99 NEW 1100000 84.32 0.00
GM General Motors Company 4.84 -12.00% 2200000 40.87 33.98
NRF Northstar Realty Finance 4.22 NEW 5821290 13.45 15.12
NXST Nexstar Broadcasting 3.53 -2.00% 1175000 55.73 39.75
Us Silica Hldgs 3.27 1782275 34.11 0.00
MCO Moody's Corporation 3.17 -50.00% 750000 78.47 78.85
V Visa 2.70 NEW 225000 222.68 207.95
HRB H&R; Block 2.35 -57.00% 1500000 29.04 28.20
Premier 2.35 NEW 1186500 36.76 0.00
ABG Asbury Automotive 2.28 +294.00% 789316 53.74 55.03
PRGO Perrigo Company 2.07 NEW 250000 153.46 141.99
AN AutoNation 2.04 -43.00% 760626 49.69 54.99
Garmin 1.99 NEW 800000 46.19 0.00
CRI Carter's 1.93 -28.00% 500000 71.79 73.67
MU Micron Technology 1.46 NEW 1250000 21.75 23.91
Huntington Ingalls Inds 1.42 -86.00% 293904 90.01 0.00
RGR Sturm, Ruger & Company 1.38 -15.00% 351063 73.09 62.65
Aercap Holdings Nv Ord Cmn 1.24 NEW 600000 38.35 0.00
NPO EnPro Industries 1.24 -23.00% 400000 57.65 72.75
Bazaarvoice 1.03 -60.00% 2419791 7.92 0.00
SBGI Sinclair Broadcast 0.96 NEW 500000 35.73 27.55
Fusion-io 0.96 -20.00% 2000000 8.91 0.00
Vistaprint N V shs 0.92 NEW 300600 56.85 0.00
NICK Nicholas Financial 0.88 1036220 15.74 15.78
Liberty Global Inc Com Ser A 0.69 NEW 143592 89.00 0.00
CF CF Industries Holdings 0.63 NEW 50000 233.04 242.34
MR Mindray Medical International 0.59 NEW 300000 36.36 32.01
General Motors Corp *w exp 12/31/201 0.53 +36.00% 1775000 5.50 0.00
MSG Madison Square Garden 0.47 NEW 150000 57.58 55.44
WNR Western Refining 0.46 NEW 200000 42.41 41.27
SSP E.W. Scripps Company 0.12 -96.00% 100000 21.72 16.83