Southpoint Capital Advisors LLC

Taken From the combined 2019-12-31 13F-HR Filing of SOUTHPOINT CAPITAL ADVISORS LP

Stock Symbol Security Type Shares Market Value
NXP Semiconductors N.V. NXPI SH 1800000 229.068 Million
Leidos Holdings Inc LDOS SH 2055955 201.257 Million
Comcast Corp. Class A CMCSA SH 4250000 191.123 Million
Centene Corp CNC SH 3000000 188.61 Million
LKQ Corp LKQ SH 5200000 185.64 Million
SS&C Technologies Holdings Inc SSNC SH 2750000 168.85 Million
Uber Technologies Inc UBER SH 5500000 163.57 Million
LPL Financial Holdings Inc LPLA SH 1750000 161.438 Million
Alphabet Inc. Class A GOOGL SH 115000 154.03 Million
Planet Fitness Inc PLNT SH 1500000 112.02 Million
Fidelity National Information Services Inc FIS SH 800000 111.272 Million
Raytheon Co. RTN SH 500000 109.87 Million
Facebook Inc FB SH 500000 102.625 Million
E*Trade Financial Corp. ETFC SH 2050000 93.009 Million
Bank of NT Butterfield & Son Limited NTB SH 2000000 74.04 Million
Synchrony Financial SYF SH 2000000 72.02 Million
VISA Inc V SH 350000 65.765 Million
IAA Inc IAA SH 1250000 58.825 Million
Luckin Coffee Inc LK SH 1410879 55.532 Million
Amazon.com Inc. AMZN SH 30000 55.435 Million
Talend SA ADR TLND SH 1366565 53.446 Million
ServiceMaster Global Holdings Inc SERV SH 1000000 38.66 Million
Livongo Health Inc LVGO SH 1200000 30.072 Million
Bed Bath & Beyond Inc. BBBY SH 1500000 25.95 Million
Fennec Pharmaceuticals Inc FENC SH 3997214 25.942 Million
Lyft Inc LYFT SH 550000 23.661 Million
Diamond Eagle Acquisition Corp DEAC SH 1500000 16.05 Million
Covetrus Inc CVET SH 723757 9.554 Million

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