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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ss&c Technologies Holding 8.11 3.00M +3% 63.69
Comcast Corporation (CMCSA) 7.80 4.60M +9% 39.98
Synchrony Financial 6.70 4.95M NEW 31.90
Nxp Semiconductors N V 6.56 1.75M NEW 88.39
Lpl Financial Holdings 6.47 2.19M -23% 69.65
LKQ Corporation (LKQX) 5.96 4.95M NEW 28.38
Leidos Holdings 5.17 1.90M -36% 64.09
Gildan Activewear Inc Com Cad 4.58 3.00M -37% 35.97
Amazon (AMZN) 4.53 60000 +20% 1780.75
Willis Towers Watson 3.73 500000 -37% 175.65
Booking Holdings 3.70 50000 NEW 1744.92
Facebook Inc cl a 3.54 500000 NEW 166.69
E TRADE Financial Corporation (ETFC) 3.45 1.75M -22% 46.43
Autodesk (ADSK) 3.31 500000 -33% 155.82
Visa (V) 3.31 500000 +25% 156.19
Bank Of Nt Butterfield&son L shs 3.06 2.01M 35.88
Centene Corporation (CNC) 2.93 1.30M +136% 53.10
Masco Corporation (MAS) 2.50 1.50M +58% 39.31
Boeing Company (BA) 2.43 150000 -25% 381.42
Fidelity National Information Services (FIS) 2.40 500000 NEW 113.10
United Parcel Service (UPS) 2.37 500000 -58% 111.74
Jeld-wen Hldg 1.87 2.50M +5% 17.66
Talend S A ads 1.83 855200 NEW 50.57
Compass Minerals International (CMP) 1.15 500000 -20% 54.37
Beacon Roofing Supply (BECN) 0.96 700000 -76% 32.16
Fennec Pharmaceuticals Inc 0.82 4.00M 4.85
Aimmune Therapeutics 0.76 800000 22.35

Past 13F-HR SEC Filings by Southpoint Capital Advisors

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