Southpoint Capital Advisors

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

Companies in the Southpoint Capital Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Nxp Semiconductors N V 7.37 2.00M +14% 97.61
Lpl Financial Holdings 6.32 2.05M -6% 81.57
Uber Technologies Inc Com 6.22 3.55M NEW 46.38
Comcast Corporation (CMCSA) 5.99 3.75M -18% 42.28
Leidos Holdings 5.73 1.90M 79.85
Ss&c Technologies Holding 5.44 2.50M -16% 57.61
Centene Corporation (CNC) 5.35 2.70M +107% 52.44
Alphabet Inc Class A cs 5.11 125000 NEW 1082.80
LKQ Corporation (LKQX) 5.02 5.00M 26.61
Facebook Inc cl a 4.74 650000 +30% 193.00
Willis Towers Watson 4.70 650000 +30% 191.54
Gildan Activewear Inc Com Cad 3.95 2.70M -10% 38.70
Fidelity National Information Services (FIS) 3.94 850000 +70% 122.68
Take-Two Interactive Software (TTWO) 3.86 900000 NEW 113.53
Synchrony Financial 3.40 2.60M -47% 34.67
Boeing Company (BA) 3.09 225000 +50% 364.01
Visa (V) 2.62 400000 -20% 173.55
Bank Of Nt Butterfield&son L shs 2.57 2.00M 33.96
E TRADE Financial Corporation (ETFC) 2.53 1.50M -14% 44.60
Dropbox Inc-class A 2.22 2.35M NEW 25.05
Jeld-wen Hldg 2.15 2.68M +7% 21.23
Talend S A ads 1.89 1.30M +52% 38.59
Iaa Inc 1.54 1.05M NEW 38.78
Berry Plastics 1.39 700000 NEW 52.59
Corteva Inc Com 0.84 750000 NEW 29.57
Luckin Coffee Inc sponsored ads 0.74 1000000 NEW 19.49
Lyft Inc 0.62 250000 NEW 65.71
Fennec Pharmaceuticals Inc 0.60 4.00M 4.00
Tilray Inc 0.06 35000 NEW 46.57

Past 13F-HR SEC Filings by Southpoint Capital Advisors

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