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

Past 13F-HR SEC Filings by Southpoint Capital Advisors

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