Hedge Fund - Southpoint Capital Advisors
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | BDX | 1,400,000 | $262,038,000 | +8% | 6.87% | ||
| 2. | W | 2,500,000 | $223,325,000 | -35% | 5.86% | ||
| 3. | MSFT | 400,000 | $207,180,000 | +15% | 5.43% | ||
| 4. | CHRW | 1,500,000 | $198,600,000 | NEW | 5.21% | ||
| 5. | TMO | 400,000 | $194,008,000 | NEW | 5.09% |
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