Southpoint Capital Advisors Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Fennec Pharmaceuticals Inc.
FENC
$45.34M14.924.08M0%+$00.9
Tango Therapeutics, Inc.
TNGX
$41.9M4.945.28M0%+$00.83
European Wax Center, Inc.
EWCZ
$23.36M2.961.8M+80%+$10.38M0.46
Cushman & Wakefield plc
CWK
$57.53M2.45.5M+6.4%+$3.46M1.14
Vail Resorts, Inc.
MTN
$200.55M2.37900,000-20%-$50.14M3.97
Tempur Sealy International, Inc.
TPX
$159.1M1.612.8M-11.11%-$19.89M3.15
Twilio Inc.
TWLO
$152.88M1.462.5M0%+$03.03
Option Care Health, Inc.
OPCH
$83.85M1.442.5M+25%+$16.77M1.66
Charles River Laboratories International, Inc.
CRL
$189.66M1.36700,000-30%-$81.28M3.75
Thor Industries, Inc.
THO
$79.34M1.27676,188+90.46%+$37.68M1.57
The Liberty Braves Group
BATRK
$29.3M1.21750,000+50%+$9.77M0.58
Henry Schein, Inc.
HSIC
$113.28M1.171.5M+25%+$22.66M2.24
Qiagen N.V.
QGEN
$103.18M1.082.4M+20%+$17.2M2.04
SiteOne Landscape Supply, Inc.
SITE
$69.82M0.89400,000New+$69.82M1.38
Jones Lang LaSalle Incorporated
JLL
$78.04M0.84400,000-33.33%-$39.02M1.54
U-Haul Holding Company
UHAL
$104.69M0.81.57M+946.67%+$94.69M2.07
Synchrony Financial
SYF
$137.98M0.83.2M-36%-$77.62M2.73
Willis Towers Watson Public Limited Company
WTW
$220M0.78800,0000%+$04.35
Entegris, Inc.
ENTG
$161.62M0.761.15M-34.29%-$84.32M3.2
Laboratory Corporation of America Holdings
LH
$136.54M0.74625,000-30.56%-$60.08M2.7
Grupo Televisa, S.A.B.
TV
$13.07M0.724.08MNew+$13.07M0.26
Discover Financial Services
DFS
$235.96M0.721.8M-18.18%-$52.44M4.67
Eastman Chemical Company
EMN
$80.18M0.68800,000New+$80.18M1.59
Fidelity National Information Services, Inc.
FIS
$267.05M0.653.6M-10%-$29.67M5.28
Pentair plc
PNR
$85.44M0.61M+100%+$42.72M1.69
Mobileye Global Inc.
MBLY
$152.71M0.594.75MNew+$152.71M3.02
10x Genomics, Inc.
TXG
$26.27M0.59700,000New+$26.27M0.52
Joint Stock Company Kaspi.kz
KSPI
$128.64M0.531MNew+$128.64M2.55
Kenvue Inc.
KVUE
$214.6M0.5210MNew+$214.6M4.25
Instacart (Maplebear Inc.)
CART
$43.02M0.441.15MNew+$43.02M0.85
First Solar, Inc.
FSLR
$67.52M0.37400,000+33.33%+$16.88M1.34
AerCap Holdings N.V.
AER
$60.8M0.35699,5840%+$01.2
Bio-Rad Laboratories, Inc.
BIO
$34.59M0.35100,000New+$34.59M0.68
nVent Electric plc
NVT
$33.93M0.27450,000+12.5%+$3.77M0.67
AMETEK, Inc.
AME
$109.74M0.26600,000-14.29%-$18.29M2.17
CBRE Group, Inc.
CBRE
$72.93M0.24750,000-33.63%-$36.95M1.44
Ferguson plc
FERG
$87.37M0.2400,000-20%-$21.84M1.73
Toll Brothers, Inc.
TOL
$25.87M0.19200,0000%+$00.51
The Progressive Corporation
PGR
$217.16M0.181.05M0%+$04.3
Builders FirstSource, Inc.
BLDR
$41.71M0.16200,000-85.19%-$239.83M0.83
LPL Financial Holdings Inc.
LPLA
$30.38M0.15115,000-39.47%-$19.82M0.6
Uber Technologies, Inc.
UBER
$230.97M0.143M0%+$04.57
Lennar Corporation
LEN
$55.03M0.12320,0000%+$01.09
D.R. Horton, Inc.
DHI
$39.49M0.07240,0000%+$00.78
Hubbell Incorporated
HUBB
$15.56M0.0737,500-62.5%-$25.94M0.31
American Express Company
AXP
$61.48M0.04270,000New+$61.48M1.22
Advanced Micro Devices, Inc.
AMD
$81.22M0.03450,000-62.5%-$135.37M1.61
Netflix, Inc.
NFLX
$60.73M0.02100,0000%+$01.2
Visa Inc.
V
$53.03M0.01190,0000%+$01.05
Microsoft Corporation
MSFT
$210.36M0.01500,0000%+$04.16