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| Name: |
SOUTHPOINT CAPITAL ADVISORS LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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| Holdings
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11 |
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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 |
|
AME |
Ametek Inc |
17 |
New |
$166.56 |
$115,423,000 |
700,000 |
2.48% |
115,423,000 |
700,000 |
0.304 |
Industrial Electrical... |
|
|
HSIC |
Henry Schein Inc |
21 |
New |
$67.78 |
$90,852,000 |
1,200,000 |
1.95% |
90,852,000 |
1,200,000 |
0.84 |
Medical Equipment Who... |
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UHAL.B |
U Haul Holding Company |
25 |
New |
$64.48 |
$53,709,000 |
762,480 |
1.15% |
53,709,000 |
762,480 |
0.847 |
N/A |
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AER |
Aercap Holdings (NV) |
27 |
New |
$87.60 |
$51,993,000 |
699,584 |
1.12% |
51,993,000 |
699,584 |
0.286 |
Rental & Leasing Serv... |
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FSLR |
First Solar, Inc. |
28 |
New |
$191.55 |
$51,684,000 |
300,000 |
1.11% |
51,684,000 |
300,000 |
0.283 |
Semiconductor - Speci... |
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THO |
Thor Industries Inc |
34 |
New |
$99.81 |
$41,983,000 |
355,035 |
0.9% |
41,983,000 |
355,035 |
0.641 |
Recreational Vehicles |
|
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PNR |
Pentair Inc |
36 |
New |
$79.61 |
$36,355,000 |
500,000 |
0.78% |
36,355,000 |
500,000 |
0.301 |
Diversified Machinery |
|
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NYT |
New York Times Co |
38 |
New |
$45.04 |
$24,495,000 |
500,000 |
0.53% |
24,495,000 |
500,000 |
0.299 |
Publishing |
|
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BATRK |
Liberty Media Corporation |
42 |
New |
$41.99 |
$19,790,000 |
500,000 |
0.43% |
19,790,000 |
500,000 |
1.252 |
Entertainment - Diver... |
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LCII |
Lci Industries |
44 |
New |
$106.84 |
$12,571,000 |
100,000 |
0.27% |
12,571,000 |
100,000 |
0.356 |
General Building Mate... |
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UHAL |
AMERCO |
45 |
New |
$66.85 |
$10,770,000 |
150,000 |
0.23% |
10,770,000 |
150,000 |
0.765 |
Rental & Leasing Serv... |
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