CIK 1319998
Southpoint Capital Advisors LP
Institutional 13F holdings & portfolio
Holdings
38
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–38 of 38
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | 1.4M | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.1M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 500K | $1M+ | SH |
| ILMN | ILLUMINA INC | 1.8M | $1M+ | SH |
| AON | AON PLC | 650K | $1M+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 1.4M | $1M+ | SH |
| Q | QNITY ELECTRONICS INC | 2.4M | $1M+ | SH |
| HSIC | HENRY SCHEIN INC | 2.5M | $1M+ | SH |
| OSK | OSHKOSH CORP | 1.4M | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 1.0M | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 450K | $1M+ | SH |
| ALC | ALCON AG | 2.0M | $1M+ | SH |
| W | WAYFAIR INC | 1.5M | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 600K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 600K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 500K | $1M+ | SH |
| KSPI | KASPI KZ JSC | 1.5M | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 1.5M | $1M+ | SH |
| MKSI | MKS INC. | 600K | $1M+ | SH |
| OPCH | OPTION CARE HEALTH INC | 3.0M | $1M+ | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 1.2M | $1M+ | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 1.9M | $1M+ | SH |
| COMP | COMPASS INC | 8.0M | $1M+ | SH |
| PINS | PINTEREST INC | 3.0M | $1M+ | SH |
| POOL | POOL CORP | 300K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 250K | $1M+ | SH |
| ZTS | ZOETIS INC | 500K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 100K | $1M+ | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 400K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 115K | $1M+ | SH |
| TE | T1 ENERGY INC | 6.0M | $1M+ | SH |
| MSGS | MADISON SQUARE GRDN SPRT COR | 150K | $1M+ | SH |
| UHAL | U HAUL HOLDING COMPANY | 600K | $1M+ | SH |
| BATRK | ATLANTA BRAVES HLDGS INC | 700K | $1M+ | SH |
| FENC | FENNEC PHARMACEUTICALS INC | 2.7M | $1M+ | SH |
| SPRY | ARS PHARMACEUTICALS INC | 1.5M | $1M+ | SH |
| CFLT | CONFLUENT INC | 500K | $1M+ | SH |
| NOVT | NOVANTA INC | 70K | $1M+ | SH |