SOUTHPOINT CAPITAL ADVISORS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DNOW | 805K | $12.28M |
 | AMZN | 750K | $164.68M |
 | TECK | 700K | $30.72M |
 | LPX | 600K | $53.30M |
 | UHAL | 600K | $34.24M |
 | CEG | 550K | $180.99M |
 | COF | 500K | $106.29M |
 | PGR | 475K | $117.30M |
 | BATRK | 472K | $19.64M |
 | FERG | 400K | $89.83M |
 | MSFT | 400K | $207.18M |
 | WTW | 400K | $138.18M |
 | TMO | 400K | $194.01M |
 | GIL | 352K | $20.37M |
 | MDB | 200K | $62.08M |
 | ASML | 155K | $150.05M |
 | MSGS | 150K | $34.05M |
 | LPLA | 115K | $38.26M |
 | NOVT | 70K | $7.01M |
Dnow Inc.
DNOW
Shares Held
805K
Value
$12.28M
Amazon.com, Inc.
AMZN
Shares Held
750K
Value
$164.68M
Teck Resources Limited
TECK
Shares Held
700K
Value
$30.72M
Louisiana-Pacific Corporation
LPX
Shares Held
600K
Value
$53.30M
U-Haul Holding Company
UHAL
Shares Held
600K
Value
$34.24M
Constellation Energy Corporation
CEG
Shares Held
550K
Value
$180.99M
Capital One Financial Corporation
COF
Shares Held
500K
Value
$106.29M
The Progressive Corporation
PGR
Shares Held
475K
Value
$117.30M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
472K
Value
$19.64M
Ferguson plc
FERG
Shares Held
400K
Value
$89.83M
Microsoft Corporation
MSFT
Shares Held
400K
Value
$207.18M
Willis Towers Watson Public Limited Company
WTW
Shares Held
400K
Value
$138.18M
Thermo Fisher Scientific Inc.
TMO
Shares Held
400K
Value
$194.01M
Gildan Activewear Inc.
GIL
Shares Held
352K
Value
$20.37M
MongoDB, Inc.
MDB
Shares Held
200K
Value
$62.08M
ASML Holding N.V.
ASML
Shares Held
155K
Value
$150.05M
Madison Square Garden Sports Corp.
MSGS
Shares Held
150K
Value
$34.05M
LPL Financial Holdings Inc.
LPLA
Shares Held
115K
Value
$38.26M
Novanta Inc.
NOVT
Shares Held
70K
Value
$7.01M