SOUTHPOINT CAPITAL ADVISORS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 8.00M | $84.56M |
 | OPCH | 3.00M | $95.58M |
 | PINS | 3.00M | $77.67M |
 | FENC | 2.74M | $21.13M |
 | HSIC | 2.50M | $188.95M |
 | Q | 2.40M | $195.96M |
 | ALC | 2.00M | $157.62M |
 | UHAL-B | 1.90M | $88.81M |
 | ILMN | 1.75M | $229.59M |
 | DAL | 1.50M | $104.10M |
 | SPRY | 1.50M | $17.48M |
 | W | 1.50M | $150.62M |
 | OSK | 1.40M | $175.88M |
 | BDX | 1.40M | $271.70M |
 | EXPD | 1.35M | $201.16M |
 | CRCL | 1.20M | $95.16M |
 | AMZN | 1.10M | $253.90M |
 | CHRW | 1.00M | $160.76M |
 | BATRK | 700K | $27.61M |
 | AON | 650K | $229.37M |
Compass, Inc.
COMP
Shares Held
8.00M
Value
$84.56M
Option Care Health, Inc.
OPCH
Shares Held
3.00M
Value
$95.58M
Pinterest, Inc.
PINS
Shares Held
3.00M
Value
$77.67M
Fennec Pharmaceuticals Inc.
FENC
Shares Held
2.74M
Value
$21.13M
Henry Schein, Inc.
HSIC
Shares Held
2.50M
Value
$188.95M
Qnity Electronics, Inc.
Q
Shares Held
2.40M
Value
$195.96M
Alcon Inc.
ALC
Shares Held
2.00M
Value
$157.62M
U-Haul Holding Company
UHAL-B
Shares Held
1.90M
Value
$88.81M
Illumina, Inc.
ILMN
Shares Held
1.75M
Value
$229.59M
Delta Air Lines, Inc.
DAL
Shares Held
1.50M
Value
$104.10M
ARS Pharmaceuticals, Inc.
SPRY
Shares Held
1.50M
Value
$17.48M
Wayfair Inc.
W
Shares Held
1.50M
Value
$150.62M
Oshkosh Corporation
OSK
Shares Held
1.40M
Value
$175.88M
Becton, Dickinson and Company
BDX
Shares Held
1.40M
Value
$271.70M
Expeditors International of Washington, Inc.
EXPD
Shares Held
1.35M
Value
$201.16M
Circle Internet Group
CRCL
Shares Held
1.20M
Value
$95.16M
Amazon.com, Inc.
AMZN
Shares Held
1.10M
Value
$253.90M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
1.00M
Value
$160.76M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
700K
Value
$27.61M
Aon plc
AON
Shares Held
650K
Value
$229.37M