Southpoint Capital Advisors LP

Q2 2025 13F Holdings Report, Stock Holdings

Notable people
John S. Clark II
Signature - Title
John S. Clark II - Managing Member of the General Partner
Location
New York, NY
Holdings as of
June 30, 2025
Value $
$3.97B
Num holdings
38
Date filed
8/14/2025, 04:29 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BDX, SYF, COF, HSIC, and W.
Previous filing
Q1 2025 - May 15, 2025
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
John S. Clark II Managing Member of the General Partner New York, New York 8/14/2025

Other Included Managers (4):

Num Name Location File Number
1 Southpoint Capital Advisors LLC New York, NY 028-13948
2 Southpoint GP, LP New York, NY 028-13953
3 Southpoint GP, LLC New York, NY 028-13952
4 John S. Clark II New York, NY 028-13950