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  Name: SOUTHPOINT CAPITAL ADVISORS LP
  City: NEW YORK
  State: NY
  Zip: 10017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $5,053,808,000
  Total Value Change : $398,769,000
  Securities Held Change : 6
   
All Securities Held : 51
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 13
  Unchanged Positions : 13
  Decreased Positions : 16

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MBLY)1 Year Chart         MBLY Mobileye Global Inc. 13 New $28.22 $152,713,000 4,750,000 3.02% 152,713,000 4,750,000 4.182    N/A
   (KSPI)1 Year Chart         KSPI Kaspikz JSC ADR 16 New $126.68 $128,640,000 1,000,000 2.55% 128,640,000 1,000,000 0.528    N/A
   (EMN)1 Year Chart         EMN Eastman Chemical Co 25 New $99.51 $80,176,000 800,000 1.59% 80,176,000 800,000 0.591    Diversified Chemicals
   (SITE)1 Year Chart         SITE SiteOne Landscape Supply Inc 29 New $131.21 $69,820,000 400,000 1.38% 69,820,000 400,000 0.798    N/A
   (AXP)1 Year Chart         AXP American Express Co 31 New $224.82 $61,476,000 270,000 1.22% 61,476,000 270,000 0.034    Credit Services
   (CART)1 Year Chart         CART Maplebear Inc. 38 New $32.64 $43,022,000 1,153,720 0.85% 43,022,000 1,153,720 0.417    N/A
   (BIO)1 Year Chart         BIO Bio Rad Laboratories Inc 42 New $282.26 $34,587,000 100,000 0.68% 34,587,000 100,000 0.404    Scientific & Technica...
   (TXG)1 Year Chart         TXG 10x Genomics, Inc. 47 New $0.00 $26,271,000 700,000 0.52% 26,271,000 700,000 0.666    N/A
   (TV)1 Year Chart         TV Grupo Televisa S.A. (ADR) 51 New $2.66 $13,066,000 4,083,198 0.26% 13,066,000 4,083,198 0.698    Broadcasting - TV

      9 Records Found
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