Southpoint Capital Advisors

Southpoint Capital Advisors as of Dec. 31, 2010

Portfolio Holdings for Southpoint Capital Advisors

Southpoint Capital Advisors holds 54 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Waste Management (WM) 8.7 $111M 3.0M 36.87
Nalco Holding Company 7.1 $91M 2.8M 31.94
Coca-cola Enterprises 6.2 $79M 3.2M 25.03
Union Pacific Corporation (UNP) 5.7 $73M 786k 92.66
CACI International (CACI) 5.7 $72M 1.3M 53.40
AutoNation (AN) 5.3 $68M 2.4M 28.20
WellPoint 4.5 $57M 1.0M 56.86
Fiserv (FI) 4.2 $53M 900k 58.56
Tyco Electronics Ltd S hs 3.9 $50M 1.4M 35.40
Fidelity National Information Services (FIS) 3.7 $47M 1.7M 27.39
Google 3.5 $45M 75k 593.97
Lender Processing Services 3.5 $44M 1.5M 29.52
MasterCard Incorporated (MA) 3.1 $39M 175k 224.11
Power-One 3.0 $38M 3.8M 10.20
General Motors Company (GM) 2.9 $37M 1.0M 36.86
AmerisourceBergen (COR) 2.6 $33M 980k 34.12
Green Mountain Coffee Roasters 2.1 $27M 810k 32.86
Mueller Industries (MLI) 1.9 $24M 719k 32.70
First Solar (FSLR) 1.7 $22M 170k 130.14
Becton, Dickinson and (BDX) 1.5 $19M 225k 84.52
CVS Caremark Corporation (CVS) 1.4 $17M 500k 34.77
Oriental Financial 1.3 $17M 1.4M 12.49
American Water Works (AWK) 1.2 $15M 587k 25.29
Movado (MOV) 1.1 $14M 866k 16.14
Watts Water Technologies (WTS) 1.1 $14M 373k 36.59
Blackboard 1.1 $13M 325k 41.30
Broadridge Financial Solutions (BR) 1.0 $13M 602k 21.93
TradeStation (TRAD) 1.0 $13M 1.9M 6.75
Sabra Health Care REIT (SBRA) 0.9 $12M 656k 18.40
Nicholas Financial (NICK) 0.8 $11M 1.0M 10.24
Artio Global Investors 0.7 $9.2M 621k 14.75
Darling International (DAR) 0.7 $8.8M 665k 13.28
Equinix 0.6 $8.1M 100k 81.26
Vishay Precision (VPG) 0.6 $7.5M 398k 18.84
LivePerson (LPSN) 0.6 $7.3M 650k 11.30
Trina Solar 0.6 $7.0M 300k 23.42
Calix (CALX) 0.5 $6.7M 398k 16.90
QuinStreet (QNST) 0.5 $6.1M 320k 19.21
Sodastream International 0.4 $5.5M 175k 31.58
Wet Seal 0.4 $5.0M 1.4M 3.70
Celera Corporation 0.4 $4.6M 726k 6.30
Christopher & Banks Corporation (CBKCQ) 0.3 $4.2M 690k 6.15
Suntech Power Holdings 0.3 $4.0M 500k 8.01
New York & Company 0.3 $3.6M 809k 4.42
Excel Trust 0.3 $3.5M 287k 12.10
Tuesday Morning Corporation 0.3 $3.4M 636k 5.28
Blue Nile 0.3 $3.3M 58k 57.06
Cadence Pharmaceuticals 0.2 $2.7M 360k 7.55
AVANIR Pharmaceuticals 0.1 $1.2M 303k 4.08
Apricus Bioscience 0.1 $674k 194k 3.47
Tier Technologies (TIER) 0.0 $229k 38k 6.00
RealPage 0.0 $309k 10k 30.90
Neostem (NBS) 0.0 $282k 200k 1.41
Neostem Inc *w exp 07/16/201 0.0 $25k 125k 0.20