SOUTHPOINT CAPITAL ADVISORS LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 54
New Positions 17
Increased Positions 23
Decreased Positions 28
Positions with Activity 51
Sold Out Positions 18
Total Mkt Value (in $ millions) 1,678

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

Sector Weighting

Basic Materials 12.04%
Capital Goods 0%
Conglomerates 0%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 0.48%
Financial 15.3%
Healthcare 3.43%
Services 46.81%
Technology 16.16%
Transportation 0%
Utilities

23 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NORTHSTAR RLTY FIN CORP COM NEW 152,100 53,720 54.61 9,000,000
LIBERTY GLOBAL PLC SHS CL C 127,260 29,532 30.22 3,000,000
MOODYS CORP COM 110,988 44,395 66.67 1,250,000
CARTER'S, INC. COM 90,350 55,600 160 1,300,000
ASML HOLDING N V N Y REGISTRY SHS 88,825 88,825 New 950,000
NEXSTAR BROADCASTING GROUP INC CL A 78,507 19,017 31.97 1,550,605
CF INDS HLDGS INC COM 48,628 36,471 300 200,000
ALTISOURCE ASSET MGMT CORP COM 37,923 37,923 New 60,000
MYLAN INC COM 37,545 37,545 New 750,000
AIR LEASE CORP CL A 31,610 31,610 New 855,237
PLATFORM SPECIALTY PRODS CORP COM 31,211 31,211 New 1,150,000
GRAHAM HLDGS CO COM 25,064 25,064 New 34,036
NORTHERN TR CORP COM 19,206 19,206 New 300,000
OSI SYSTEMS INC COM 15,660 15,660 New 239,300
WORKDAY INC CL A 10,241 10,241 New 125,000
ENDO INTL PLC SHS 9,415 9,415 New 140,000
VALEANT PHARMACEUTICALS INTL I COM 9,312 9,312 New 77,000
SALESFORCE COM INC COM 8,736 8,736 New 160,000
WALTER INVT MGMT CORP COM 8,172 8,172 New 300,000
RESOURCE AMERICA INC CL A 1,904 1,904 New 200,000


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