Southpoint Capital Advisors LP - Q42025 Holdings

Southpoint Capital Advisors LP holds 38 stocks with a total portfolio value of $ 4.3B as of Q42025. In Q42025, Southpoint Capital Advisors LP added 14 new positions, increased stakes in 8 stocks, reduced 7 holdings, and fully exited 17 positions. The largest holding is Becton Dickinson & Co (BDX), representing 6.32% of the total portfolio.