Southpoint Capital Advisors LP Purchases in Q3 2024

Southpoint Capital Advisors LP

  • $3.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
600K
New
$167.08 - $262.86 $100M - $158M
600K $156M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2M
New
$53.01 - $82.74 $106M - $165M
2M $130M
PINS
Pinterest, Inc.

Communication Services
3.8M
New
$28.66 - $43.51 $109M - $165M
3.8M $123M
SQ
Block, Inc.

Technology
1.7M
New
$57.21 - $72.07 $97.3M - $123M
1.7M $114M
COF
Capital One Financial Corp

Financial Services
700K
New
$131.42 - $153.05 $92M - $107M
700K $105M
CRM
Salesforce, Inc.

Technology
300K
New
$238.42 - $276.53 $71.5M - $83M
300K $82.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
300K
New
$233.4 - $302.36 $70M - $90.7M
300K $81.4M
W
Wayfair Inc.

Consumer Cyclical
1.4M
New
$38.21 - $57.23 $53.5M - $80.1M
1.4M $78.7M
SYF
Synchrony Financial

Financial Services
1.27M
+ 37.93%
$43.77 - $52.22 $55.4M - $66.1M
4.6M $229M
HSIC
Henry Schein Inc

Healthcare
600K
+ 30.0%
$63.92 - $73.22 $38.4M - $43.9M
2.6M $190M
MSFT
Microsoft Corp

Technology
100K
+ 25.0%
$395.15 - $467.56 $39.5M - $46.8M
500K $215M
LPLA
Lpl Financial Holdings Inc.

Financial Services
250K
+ 50.0%
$193.0 - $282.1 $48.3M - $70.5M
750K $175M
PKI
Perkinelmer Inc

Healthcare
200K
New
N/A
200K $24.2M
OLED
Universal Display Corp Pa

Technology
115K
+ 46.0%
$157.72 - $236.42 $18.1M - $27.2M
365K $76.7M
UHAL
Amerco

Industrials
70K
+ 13.21%
$59.88 - $77.88 $4.19M - $5.45M
600K $46.5M
CPRI
Capri Holdings LTD

Consumer Cyclical
175K
New
$29.61 - $42.44 $5.19M - $7.44M
175K $7.44M
KKS.F
Joint Stock Company Kaspi.Kz

Technology
150K
+ 15.0%
N/A
1.15M $0
Maplebear Inc
900K
+ 56.25%
N/A
2.5M $0
Ferguson Enterprises Inc
700K
New
N/A
700K $0
EWCZ
European Wax Center, Inc.

Consumer Defensive
100K
+ 5.26%
$5.06 - $10.14 $506K - $1.01M
2M $13.6M
Activity Summary
Buys All Purchases 21 New Holdings 12 Increased Positions 9 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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