SOUTHPOINT CAPITAL ADVISORS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PINS | 5.00M | $160.85M |
 | NEOG | 5.00M | $28.55M |
 | FENC | 4.08M | $38.16M |
 | COMP | 2.50M | $20.07M |
 | W | 2.50M | $223.32M |
 | DAL | 2.20M | $124.85M |
 | SYF | 2.00M | $142.10M |
 | YETI | 2.00M | $66.36M |
 | UHAL-B | 1.90M | $96.71M |
 | HSIC | 1.80M | $119.47M |
 | CHRW | 1.50M | $198.60M |
 | SPRY | 1.50M | $15.07M |
 | ILMN | 1.50M | $142.46M |
 | BDX | 1.40M | $262.04M |
 | ENTG | 1.30M | $120.20M |
 | MRC | 1.20M | $17.30M |
 | TRU | 1.10M | $92.16M |
 | FCX | 1.00M | $39.22M |
 | PRMB | 1.00M | $22.10M |
 | TPR | 950K | $107.56M |
Pinterest, Inc.
PINS
Shares Held
5.00M
Value
$160.85M
Neogen Corporation
NEOG
Shares Held
5.00M
Value
$28.55M
Fennec Pharmaceuticals Inc.
FENC
Shares Held
4.08M
Value
$38.16M
Compass, Inc.
COMP
Shares Held
2.50M
Value
$20.07M
Wayfair Inc.
W
Shares Held
2.50M
Value
$223.32M
Delta Air Lines, Inc.
DAL
Shares Held
2.20M
Value
$124.85M
Synchrony Financial
SYF
Shares Held
2.00M
Value
$142.10M
YETI Holdings, Inc.
YETI
Shares Held
2.00M
Value
$66.36M
U-Haul Holding Company
UHAL-B
Shares Held
1.90M
Value
$96.71M
Henry Schein, Inc.
HSIC
Shares Held
1.80M
Value
$119.47M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
1.50M
Value
$198.60M
ARS Pharmaceuticals, Inc.
SPRY
Shares Held
1.50M
Value
$15.07M
Illumina, Inc.
ILMN
Shares Held
1.50M
Value
$142.46M
Becton, Dickinson and Company
BDX
Shares Held
1.40M
Value
$262.04M
Entegris, Inc.
ENTG
Shares Held
1.30M
Value
$120.20M
MRC Global Inc.
MRC
Shares Held
1.20M
Value
$17.30M
TransUnion
TRU
Shares Held
1.10M
Value
$92.16M
Freeport-McMoRan Inc.
FCX
Shares Held
1.00M
Value
$39.22M
Primo Brands Corporation
PRMB
Shares Held
1.00M
Value
$22.10M
Tapestry, Inc.
TPR
Shares Held
950K
Value
$107.56M