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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
E TRADE Financial Corporation (ETFC) 6.71 3.75M 43.61
Comcast Corporation (CMCSA) 6.32 4.00M +14% 38.48
Broad 6.22 625000 -3% 242.54
Cognizant Technology Solutions (CTSH) 5.96 2.00M -4% 72.54
Cdk Global Inc equities 5.83 2.25M 63.09
Cars 5.46 5.00M +82% 26.61
Altaba 5.29 1.95M 66.24
Leidos Holdings 4.79 1.97M -16% 59.22
Ss&c Technologies Holding 4.53 2.75M 40.15
FleetCor Technologies (FLT) 4.13 650000 +8% 154.77
Sanofi-Aventis SA (SNY) 4.09 2.00M +66% 49.79
Willis Towers Watson 3.80 600000 -26% 154.23
Yelp Inc cl a 3.56 2.00M -9% 43.30
FedEx Corporation (FDX) 3.24 350000 -50% 225.58
BroadSoft (BSFT) 3.10 1.50M +7% 50.30
WABCO Holdings (WBC) 3.04 500000 -16% 148.00
Manitowoc Company (MTW) 2.59 7.00M -9% 9.00
Anthem 1.95 250000 -58% 189.88
Fennec Pharmaceuticals Inc 1.82 4.00M NEW 11.09
Bank Of Nt Butterfield&son L shs 1.81 1.20M 36.64
SPS Commerce (SPSC) 1.75 750000 56.71
Visa (V) 1.73 400000 105.24
Vonage Holdings (VG) 1.67 5.00M +19% 8.14
Cbre Group Inc Cl A 1.56 1000000 +25% 37.88
Regeneron Pharmaceuticals (REGN) 1.29 70000 -30% 447.11
Ringcentral 1.21 707900 +41% 41.75
Etsy 1.11 1.60M +44% 16.88
Synchrony Financial 1.02 800000 -65% 31.05
Vistaoutdoor 0.90 951700 22.94
Fossil 0.82 2.15M +114% 9.33
8x8 (EGHT) 0.78 1.40M +180% 13.50
Abercrombie & Fitch (ANF) 0.59 1000000 -31% 14.44
Jones Lang LaSalle Incorporated (JLL) 0.51 100000 -63% 123.50
Fitbit 0.43 1.50M NEW 6.96
Basic Energy Services 0.39 490605 +9% 19.30
Volitionrx 0.03 265482 -66% 2.63

Past 13F-HR SEC Filings by Southpoint Capital Advisors

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