Southpoint Capital Advisors as of March 31, 2013
Portfolio Holdings for Southpoint Capital Advisors
Southpoint Capital Advisors holds 29 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| H&R Block (HRB) | 8.3 | $129M | 4.4M | 29.42 | |
| Express Scripts Holding | 8.2 | $127M | 2.2M | 57.62 | |
| Huntington Ingalls Inds (HII) | 8.1 | $126M | 2.4M | 53.33 | |
| Moody's Corporation (MCO) | 7.5 | $116M | 2.2M | 53.32 | |
| Lamar Advertising Company | 7.3 | $114M | 2.4M | 48.58 | |
| Visa (V) | 7.1 | $110M | 650k | 169.84 | |
| Methanex Corp (MEOH) | 6.5 | $102M | 2.5M | 40.63 | |
| Albemarle Corporation (ALB) | 6.0 | $94M | 1.5M | 62.52 | |
| Liberty Media | 5.8 | $91M | 4.3M | 21.37 | |
| CarMax (KMX) | 4.4 | $69M | 1.7M | 41.70 | |
| State Street Corporation (STT) | 3.4 | $53M | 900k | 59.09 | |
| Bazaarvoice | 2.8 | $44M | 6.0M | 7.32 | |
| Copart (CPRT) | 2.8 | $43M | 1.3M | 34.27 | |
| Jones Lang LaSalle Incorporated (JLL) | 2.7 | $42M | 425k | 99.41 | |
| FleetCor Technologies | 2.6 | $40M | 525k | 76.67 | |
| Mellanox Technologies | 2.5 | $39M | 698k | 55.51 | |
| E TRADE Financial Corporation | 2.2 | $35M | 3.3M | 10.71 | |
| WABCO Holdings | 1.9 | $30M | 425k | 70.59 | |
| EnPro Industries (NPO) | 1.7 | $27M | 523k | 51.17 | |
| Joy Global | 1.6 | $26M | 430k | 59.52 | |
| Union Pacific Corporation (UNP) | 1.6 | $25M | 175k | 142.41 | |
| Fusion-io | 1.1 | $16M | 1.0M | 16.37 | |
| Sturm, Ruger & Company (RGR) | 1.0 | $15M | 304k | 50.73 | |
| Nicholas Financial (NICK) | 1.0 | $15M | 1.0M | 14.70 | |
| Gol Linhas Aereas Inteligentes SA | 0.4 | $6.0M | 1.0M | 5.95 | |
| Navios Maritime Partners | 0.4 | $5.9M | 410k | 14.48 | |
| Atlas Resource Partners | 0.3 | $5.0M | 206k | 24.19 | |
| Stewart Enterprises | 0.3 | $4.7M | 499k | 9.32 | |
| Garmin (GRMN) | 0.2 | $3.3M | 100k | 33.05 |
