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 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Nxp Semiconductors N V 8.25 1.80M 127.26
Leidos Holdings 7.25 2.06M +20% 97.89
Comcast Corporation (CMCSA) 6.88 4.25M +14% 44.97
Centene Corporation (CNC) 6.79 3.00M -9% 62.87
LKQ Corporation (LKQX) 6.68 5.20M -3% 35.70
Ss&c Technologies Holding 6.08 2.75M -8% 61.40
Uber Technologies Inc Com 5.89 5.50M +25% 29.74
Lpl Financial Holdings 5.81 1.75M +16% 92.25
Alphabet Inc Class A cs 5.55 115000 -8% 1339.39
Planet Fitness Inc-cl A 4.03 1.50M NEW 74.68
Fidelity National Information Services (FIS) 4.01 800000 +6% 139.09
Raytheon Company (RTN) 3.96 500000 NEW 219.74
Facebook Inc cl a 3.70 500000 205.25
E TRADE Financial Corporation (ETFC) 3.35 2.05M +36% 45.37
Bank Of Nt Butterfield&son L shs 2.67 2.00M 37.02
Synchrony Financial 2.59 2.00M 36.01
Visa (V) 2.37 350000 187.90
Iaa Inc 2.12 1.25M -24% 47.06
Amazon (AMZN) 2.00 30000 NEW 1847.83
Luckin Coffee Inc sponsored ads 2.00 1.41M +41% 39.36
Talend S A ads 1.92 1.37M +3% 39.11
Servicemaster Global 1.39 1000000 NEW 38.66
Livongo Health Inc 1.08 1.20M NEW 25.06
Bed Bath & Beyond (BBBY) 0.93 1.50M +50% 17.30
Fennec Pharmaceuticals Inc 0.93 4.00M 6.49
Lyft Inc 0.85 550000 43.02
Diamond Eagle Acquisition Corp diamond eagle acq cl a 0.58 1.50M NEW 10.70
Covetrus Inc 0.34 723757 NEW 13.20

Past 13F-HR SEC Filings by Southpoint Capital Advisors

View All Filings