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 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
FedEx Corporation (FDX) 6.01 -6% 700000 217.33
Broad 5.98 +18% 650000 233.05
E TRADE Financial Corporation (ETFC) 5.63 -3% 3.75M 38.03
Cdk Global Inc equities 5.58 +13% 2.28M 62.06
Cognizant Technology Solutions (CTSH) 5.50 +20% 2.10M 66.40
Comcast Corporation (CMCSA) 5.38 NEW 3.50M 38.92
Leidos Holdings 4.83 -35% 2.37M 51.69
Willis Towers Watson 4.66 811585 145.46
Anthem 4.46 -14% 600000 188.13
Altaba 4.18 NEW 1.95M 54.48
Ss&c Technologies Holding 4.17 -33% 2.75M 38.41
FleetCor Technologies (FLT) 3.42 NEW 600000 144.21
WABCO Holdings (WBC) 3.02 -4% 600000 127.51
Cars 2.87 NEW 2.73M 26.63
Synchrony Financial 2.77 -21% 2.35M 29.82
Northern Trust Corporation (NTRS) 2.69 -41% 700000 97.21
Yelp Inc cl a 2.61 NEW 2.20M 30.02
Johnson Controls International Plc equity 2.40 -58% 1.40M 43.36
BroadSoft (BSFT) 2.37 NEW 1.39M 43.05
Sanofi-Aventis SA (SNY) 2.27 NEW 1.20M 47.91
Regeneron Pharmaceuticals (REGN) 1.94 -60% 100000 491.14
SPS Commerce (SPSC) 1.89 +88% 750000 63.76
Manitowoc Company (MTW) 1.84 +29% 7.75M 6.01
Bank Of Nt Butterfield&son L shs 1.62 +28% 1.20M 34.10
Genworth Financial (GNW) 1.49 +63% 10.00M 3.77
Visa (V) 1.48 400000 93.78
Jones Lang LaSalle Incorporated (JLL) 1.36 -31% 275000 125.00
Cbre Group Inc Cl A 1.15 -11% 800000 36.40
Vonage Holdings (VG) 1.08 NEW 4.20M 6.54
Vistaoutdoor 0.85 NEW 951700 22.51
Booz Allen Hamilton Holding Corporation (BAH) 0.77 NEW 600000 32.54
Ringcentral 0.72 NEW 500000 36.55
Abercrombie & Fitch (ANF) 0.71 NEW 1.45M 12.44
Etsy 0.66 NEW 1.11M 15.00
Basic Energy Services 0.44 -18% 449918 24.90
Dick's Sporting Goods (DKS) 0.43 NEW 270300 39.83
Fossil 0.41 NEW 1000000 10.35
8x8 (EGHT) 0.29 NEW 500000 14.55
Volitionrx 0.11 792000 3.54

Past 13F-HR SEC Filings by Southpoint Capital Advisors

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