Southpoint Capital Advisors

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

Portfolio Holdings for Southpoint Capital Advisors

Companies in the Southpoint Capital Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Leidos Holdings 7.51 2.80M +36% 91.65
Uber Technologies Inc Com 6.40 7.85M +42% 27.92
Alphabet Inc Class A cs 5.43 160000 +39% 1161.95
Centene Corporation (CNC) 5.21 3.00M 59.41
Anthem 4.98 750000 NEW 227.04
Charter Communications Inc New Cl A cl a 4.72 370000 NEW 436.31
United Technologies Corporation (UTX) 4.48 1.63M NEW 94.33
Aon 4.34 900000 NEW 165.04
Ss&c Technologies Holding 4.03 3.15M +14% 43.82
LKQ Corporation (LKQX) 3.98 6.65M +27% 20.51
Nuance Communications (NUAN) 3.43 7.00M NEW 16.78
Servicemaster Global 3.22 4.08M +308% 27.00
Synchrony Financial 3.20 6.80M +240% 16.09
Lpl Financial Holdings 3.06 1.93M +10% 54.43
Lowe's Companies (LOW) 2.89 1.15M NEW 86.05
Twitter 2.87 4.00M NEW 24.56
Visa (V) 2.82 600000 +71% 161.12
Facebook Inc cl a 2.80 575000 +15% 166.80
Reynolds Consumer Prods Inc Com stock 2.77 3.25M NEW 29.17
Nxp Semiconductors N V 2.73 1.12M -37% 82.93
Fidelity National Information Services (FIS) 2.58 725000 -9% 121.64
Trane Technologies Plc Shs stock 2.41 1.00M NEW 82.59
Crown Holdings (CCK) 2.20 1.30M NEW 58.04
Vulcan Materials Company (VMC) 1.48 470000 NEW 108.07
Skechers USA (SKX) 1.42 2.04M NEW 23.74
CarMax (KMX) 1.35 859800 NEW 53.83
Comcast Corporation (CMCSA) 1.10 1.10M -74% 34.38
FleetCor Technologies (FLT) 1.09 200000 NEW 186.54
Electronic Arts (ERTS) 0.73 250000 NEW 100.17
Fennec Pharmaceuticals Inc 0.69 4.00M 5.94
Take-Two Interactive Software (TTWO) 0.69 200000 NEW 118.61
Match 0.63 326400 NEW 66.04
Diamond Eagle Acquisition Corp diamond eagle acq cl a 0.57 1.57M +4% 12.34
Bank Of Nt Butterfield&son L shs 0.55 1.11M -44% 17.03
Clearway Energy Inc cl c 0.55 1.00M NEW 18.80
Liberty Media Corp Series C Li 0.53 663557 NEW 27.23
Valvoline Inc Common 0.29 762179 NEW 13.09
Bed Bath & Beyond (BBBY) 0.25 2.00M +33% 4.21

Past Filings by Southpoint Capital Advisors

View past SEC 13F filings by Southpoint Capital Advisors

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