SOUTHPOINT CAPITAL ADVISORS LP Information

1114 AVENUE OF THE AMERICAS, NEW YORK, New York, 10036, (212) 692-6350

Report Date: 12/31/2013

Position Statistics

Total Positions 42
New Positions 15
Increased Positions 18
Decreased Positions 22
Positions with Activity 40
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,799

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 11.16%
Capital Goods 3.82%
Conglomerates 3.12%
Consumer Cyclical 5.3%
Consumer/Non-Cyclical
Energy 0.41%
Financial 19.13%
Healthcare 0%
Services 41.13%
Technology 12.21%
Transportation 1.6%
Utilities

22 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
E TRADE FINANCIAL CORP COM NEW 162,278 -27,706 (14.58) 8,200,000
METHANEX CORP COM 160,666 -23,861 (12.93) 2,525,000
EXPRESS SCRIPTS HLDG CO COM 144,300 -7,215 (4.76) 2,000,000
LAMAR ADVERTISING CO CL A 89,514 -19,892 (18.18) 1,800,000
GENERAL MTRS CO COM 70,246 -9,579 (12) 2,200,000
U S SILICA HLDGS INC COM 68,725 -961 (1.38) 1,782,275
MOODYS CORP COM 55,868 -55,868 (50) 750,000
NEXSTAR BROADCASTING GROUP INC CL A 45,825 -984 (2.1) 1,175,000
BLOCK H & R INC COM 41,460 -55,280 (57.14) 1,500,000
AUTONATION INC COM 40,108 -31,078 (43.66) 760,626
CARTER'S, INC. COM 36,660 -14,664 (28.57) 500,000
HUNTINGTON INGALLS INDS INC COM 28,853 -179,277 (86.14) 293,904
ENPRO INDS INC COM 28,208 -8,897 (23.98) 400,000
STURM RUGER & CO INC COM 21,425 -3,787 (15.02) 351,063
FUSION-IO INC COM 18,440 -4,610 (20) 2,000,000
BAZAARVOICE INC COM 17,253 -26,934 (60.95) 2,419,791
SCRIPPS E W CO OHIO CL A NEW 1,653 -49,288 (96.76) 100,000
ACTAVIS PLC SHS -28,325 Sold Out 0
AEGERION PHARMACEUTICALS INC COM -3,076 Sold Out 0
LIBERTY INTERACTIVE CORP INT COM SER A -91,975 Sold Out 0


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