SOUTHPOINT CAPITAL ADVISORS LP
623 FIFTH AVENUE, NEW YORK, New York, 10022, (212) 692-6350
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 41 |
| New Positions | 8 |
| Increased Positions | 18 |
| Decreased Positions | 21 |
| Positions with Activity | 39 |
| Sold Out Positions | 13 |
| Total Mkt Value (in $ millions) |
1,581 |
Sector Weighting
| Basic Materials | 14.63% |
| Capital Goods | 1.43% |
| Conglomerates | 3.6% |
| Consumer Cyclical | 2.95% |
| Consumer/Non-Cyclical | 0% |
| Energy | 0.29% |
| Financial | 14.73% |
| Healthcare | 0% |
| Services | 46.08% |
| Technology | 5.53% |
| Transportation | 10.76% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
8 New Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BLOCK H & R INC | COM | 127,028 | 127,028 | New | 4,400,000 |
| METHANEX CORP | COM | 109,975 | 109,975 | New | 2,500,000 |
| STATE STR CORP | COM | 60,165 | 60,165 | New | 900,000 |
| BAZAARVOICE INC | COM | 56,838 | 56,838 | New | 6,001,900 |
| COPART INC | COM | 39,463 | 39,463 | New | 1,250,000 |
| E TRADE FINANCIAL CORP | COM NEW | 38,675 | 38,675 | New | 3,250,000 |
| JOY GLOBAL INC | COM | 22,536 | 22,536 | New | 430,000 |
| GOL LINHAS AEREAS INTLG S A | SP ADR REP PFD | 3,990 | 3,990 | New | 1,000,000 |
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