Southpoint Capital Advisors LP Purchases and Sells in Q2 2025

Southpoint Capital Advisors LP

$3.44 Billion
Q2 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BDX	700K + 116.67%	$165.15 - $226.42 $116M - $158M	1.3M $224M
ILMN	600K + 120.0%	$70.3 - $95.41 $42.2M - $57.2M	1.1M $105M
PINS	300K + 6.38%	$24.21 - $35.95 $7.26M - $10.8M	5M $179M
HSIC	200K + 7.69%	$62.7 - $73.66 $12.5M - $14.7M	2.8M $205M
DAL	300K + 27.27%	$35.88 - $52.99 $10.8M - $15.9M	1.4M $68.9M
UHALB	50K + 2.78%	N/A	1.85M $0

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TRU	2.2M New	$69.26 - $91.89 $152M - $202M	2.2M $194M
LULU	750K New	$225.56 - $335.19 $169M - $251M	750K $178M
DDOG	800K New	$87.0 - $134.33 $69.6M - $107M	800K $107M
ENTG	1M New	$62.92 - $86.2 $62.9M - $86.2M	1M $80.7M
NEOG	10M New	$4.39 - $8.59 $43.9M - $85.9M	10M $47.8M
YETI	1.5M New	$26.94 - $34.72 $40.4M - $52.1M	1.5M $47.3M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPR	-1.3M - 52.0%	$60.6 - $87.81 $78.8M - $114M	1.2M $105M
WTW	-150K - 27.27%	$295.96 - $337.43 $44.4M - $50.6M	400K $123M
PGR	-150K - 17.65%	$255.27 - $288.74 $38.3M - $43.3M	700K $187M
HUM	-150K - 20.0%	$224.93 - $295.04 $33.7M - $44.3M	600K $147M
SYF	-1.8M - 36.0%	$43.81 - $66.74 $78.9M - $120M	3.2M $214M
HOOD	-1.75M - 70.0%	$34.17 - $93.63 $59.8M - $164M	750K $70.2M

Activity Summary All Purchases 14 New Holdings 8 Increased Positions 6 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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