Southpoint Capital Advisors LP

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

Southpoint Capital Advisors portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Leidos Holdings 7.96 3.67M +40.00% 51.14 0.00
Ss&c Technologies Holding 6.23 4.15M +2.00% 35.40 0.00
FedEx Corporation (FDX) 6.22 750818 195.15 214.33
Johnson Controls International Plc equity 5.99 3.35M -2.00% 42.12 0.00
E TRADE Financial Corporation (ETFC) 5.73 3.87M +54.00% 34.89 37.22
Cdk Global Inc equities 5.52 2.00M -16.00% 65.01 0.00
Broad 5.11 550000 -15.00% 218.96 0.00
Anthem 4.91 700000 NEW 165.38 0.00
Citigroup Inc 4.82 1.90M +26.00% 59.82 0.00
Willis Towers Watson 4.44 800000 -20.00% 130.89 0.00
Cognizant Technology Solutions (CTSH) 4.42 1.75M +25.00% 59.52 66.53
Northern Trust Corporation (NTRS) 4.41 1.20M +20.00% 86.58 95.42
Synchrony Financial 4.37 3.00M 34.30 0.00
Regeneron Pharmaceuticals (REGN) 4.11 250000 +108.00% 387.51 502.12
Cardinal Health (CAH) 4.05 1.17M +67.00% 81.55 79.25
Yahoo! (YHOO) 3.44 1.75M +12.00% 46.41 52.58
WABCO Holdings (WBC) 3.11 625000 +56.00% 117.42 124.32
Jones Lang LaSalle Incorporated (JLL) 1.89 400000 -20.00% 111.45 121.49
Visa (V) 1.51 400000 -33.00% 88.87 94.90
Manitowoc Company (MTW) 1.45 6.00M +33.00% 5.70 5.71
Agrium Inc. 1.42 350000 NEW 95.55 0.00
Cbre Group Inc Cl A 1.33 900000 -48.00% 34.79 0.00
McKesson Corporation (MCK) 1.26 200000 -60.00% 148.26 166.69
Bank Of Nt Butterfield&son L shs 1.26 931139 +55.00% 31.91 0.00
Lamb Weston Hldgs 1.12 629804 -75.00% 42.06 0.00
Genworth Financial (GNW) 1.07 6.11M NEW 4.12 3.69
SPS Commerce (SPSC) 0.99 398897 NEW 58.49 62.81
Epam Systems 0.96 300000 -25.00% 75.52 0.00
Basic Energy Services 0.78 550000 NEW 33.36 0.00
Volitionrx 0.14 800000 4.02 0.00