Southpoint Capital Advisors Lp (1319998) Portfolio


Number of Companies: 25
Inflow: $528,096 K
Outflow: $-545,032 K
Net Flow: $-16,936 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
111 1 Johnson Controls Inc (JCI) Auto Parts 4,500,000 New Holding 4,500,000 $38.97 $175,365 $175,365
3025 1 Fedex Corp (FDX) Courier Services 556,825 New Holding 556,825 $162.72 $90,606 $90,606
2780 27 Fleetcor Technologies Inc (FLT) Consumer Finance 475,000 New Holding 475,000 $148.75 $70,656 $70,656
86 4 Workday Inc-Class A (WDAY) Application Software 500,000 New Holding 500,000 $76.83 $38,419 $38,419
2721 7 Etrade Financial Corp (ETFC) Wealth Management 5,000,000 Added More 1,550,000 $24.49 $37,959 $122,450
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 50,000 New Holding 50,000 $593.64 $29,682 $29,682
2891 65 Skyworks Solutions Inc (SWKS) Semiconductor Devices 350,000 New Holding 350,000 $77.90 $27,265 $27,265
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 1,069,642 Added More 169,642 $157.25 $26,676 $168,201
2942 7 Tesla Motors Inc (TSLA) Automobiles 50,000 New Holding 50,000 $229.77 $11,488 $11,488
3031 8 Pfizer Inc (PFE) Large Pharma 3,300,000 Added More 300,000 $29.63 $8,892 $97,811
56 2 Ssandc Technologies Holdings (SSNC) Application Software 1,700,000 Added More 100,000 $63.41 $6,342 $107,813
3018 33 Danaher Corp (DHR) Life Science Equipment 1,550,000 Added More 50,000 $94.86 $4,743 $147,033
1627 14 Nicholas Financial Inc (NICK) Consumer Finance 104,982 No Change 0 $10.79 $0 $1,132
2 1 Yahoo Inc (YHOO) Internet Media 1,500,000 No Change 0 $36.81 $0 $55,215
2724 32 Pilgrims Pride Corp (PPC) Packaged Food 0 Sold All -400,000 $25.40 $-10,160 $0
2136 13 Franklin Resources Inc (BEN) Investment Management 0 Sold All -500,000 $39.04 $-19,525 $0
40 1 Wabco Holdings Inc (WBC) Commercial Vehicles 775,000 Sold Some -225,000 $106.91 $-24,057 $82,862
2833 18 Mohawk Industries Inc (MHK) Home Improvement 0 Sold All -200,000 $190.89 $-38,179 $0
3036 50 American International Group (AIG) P And C Insurance 0 Sold All -750,000 $54.04 $-40,537 $0
2592 79 Adobe Systems Inc (ADBE) Application Software 0 Sold All -450,000 $93.80 $-42,210 $0
2917 21 Molson Coors Brewing Co -B (TAP) Beverages 0 Sold All -500,000 $96.18 $-48,090 $0
2648 38 Epam Systems Inc (EPAM) It Services 900,000 Sold Some -700,000 $74.66 $-52,268 $67,202
2923 7 Martin Marietta Materials (MLM) Cement And Aggregates 0 Sold All -371,680 $159.50 $-59,286 $0
2834 25 Carters Inc (CRI) Apparel Footwear And Acc Design 0 Sold All -900,000 $105.37 $-94,841 $0
3073 70 Broadcom Ltd (AVGO) Semiconductor Devices 0 Sold All -750,000 $154.50 $-115,875 $0