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 December 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Lpl Financial Holdings 8.41 2.85M +18% 61.08
Leidos Holdings 7.64 3.00M +36% 52.72
Gildan Activewear Inc Com Cad 7.04 4.80M +12% 30.36
Comcast Corporation (CMCSA) 6.91 4.20M -12% 34.05
Ss&c Technologies Holding 6.32 2.90M +58% 45.11
Willis Towers Watson 5.87 800000 +14% 151.86
United Parcel Service (UPS) 5.66 1.20M +20% 97.53
Linde Plc 4.90 650000 NEW 156.04
E TRADE Financial Corporation (ETFC) 4.77 2.25M -18% 43.88
Autodesk (ADSK) 4.66 750000 +25% 128.61
Beacon Roofing Supply (BECN) 4.60 3.00M +50% 31.72
PG&E; Corporation (PCG) 3.78 3.29M -35% 23.76
Broadcom Ltd 3.69 300000 -33% 254.28
Amazon (AMZN) 3.63 50000 NEW 1501.98
Boeing Company (BA) 3.12 200000 NEW 322.50
Centene Corporation (CNC) 3.07 550000 -35% 115.30
Bank Of Nt Butterfield&son L shs 3.03 2.00M +17% 31.35
Visa (V) 2.55 400000 131.94
Lowe's Companies (LOW) 1.79 400000 NEW 92.36
Jeld-wen Hldg 1.63 2.37M +136% 14.21
Vonage Holdings (VG) 1.49 3.52M 8.73
Masco Corporation (MAS) 1.34 945000 NEW 29.24
Compass Minerals International (CMP) 1.27 631000 +18% 41.69
Fennec Pharmaceuticals Inc 1.23 4.00M 6.38
Aimmune Therapeutics 0.92 800000 NEW 23.92
Thor Industries (THO) 0.67 267281 NEW 52.00

Past 13F-HR SEC Filings by Southpoint Capital Advisors

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