Southpoint Capital Advisors

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

• Top 5 stock holdings are MCK, JCI, FDX, Broad, Synchrony Financial. These five stock positions account for 48.40% of Southpoint Capital Advisors's total stock portfolio.
• Added to shares of these 10 stocks: FDX (+$112.80M), AMZN (+$57.25M), CRI (+$50.57M), Broad (+$48.56M), Ss&c Technologies Holding (+$47.03M), Willis Towers Watson (+$38.54M), ABC (+$31.73M), Mondelez Int (+$25.03M), WBC (+$20.60M), Liberty Media Corp Delaware Com C Braves Grp (+$19.11M).
• Started 8 new stock positions in Liberty Media Corp Delaware Com C Braves Grp, ABC, Willis Towers Watson, Liberty Media Corp Delaware Com A Braves Grp, Mondelez Int, V, MTW, CRI.
• Reduced shares in these 10 stocks: Allergan (-$120.61M), PFE (-$97.81M), FLT (-$70.66M), Axalta Coating Sys (-$58.40M), Univar (-$57.12M), (-$50.50M), (-$38.42M), DHR (-$30.30M), (-$27.27M), Epam Systems (-$25.72M).
• Sold out of its positions in FLT, LINTA, PFE, Seritage Growth Pptys Cl A Added, SWKS, TSLA, Univar, Workday Inc cl a, Allergan, Axalta Coating Sys.
• As of June 30, 2016, Southpoint Capital Advisors has $1.87B in assets under management (AUM). Assets under management dropped from a total value of $2.02B to $1.87B.
• Independent of market fluctuations, Southpoint Capital Advisors was a net seller by $132.45M worth of stocks in the most recent quarter.