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Southpoint Capital Advisors LP Buys Synchrony Financial, NXP Semiconductors NV, LKQ Corp, Sells Linde PLC, Broadcom Inc, PG&E Corp

New York, NY, based Investment company Southpoint Capital Advisors LP buys Synchrony Financial, NXP Semiconductors NV, LKQ Corp, Booking Holdings Inc, Facebook Inc, Fidelity National Information Services Inc, Talend SA, Masco Corp, Visa Inc, sells Linde PLC, Broadcom Inc, PG&E Corp, Beacon Roofing Supply Inc, United Parcel Service Inc, Leidos Holdings Inc, Gildan Activewear Inc, Willis Towers Watson PLC, LPL Financial Holdings Inc, Lowe's Inc, Autodesk Inc, Vonage Holdings Corp, E*TRADE Financial Corp, Boeing Co, Thor Industries Inc, Compass Minerals International Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Southpoint Capital Advisors LP. As of 2019Q1, Southpoint Capital Advisors LP owns 27 stocks with a total value of $2.4 billion. These are the details of the buys and sells.

For the details of Southpoint Capital Advisors LP's stock buys and sells, go to https://www.gurufocus.com/guru/southpoint+capital+advisors+lp/current-portfolio/portfolio

These are the top 5 holdings of Southpoint Capital Advisors LP
  1. SS&C Technologies Holdings Inc (SSNC) - 3,000,000 shares, 8.11% of the total portfolio. Shares added by 3.45%
  2. Comcast Corp (CMCSA) - 4,600,000 shares, 7.80% of the total portfolio. Shares added by 9.52%
  3. Synchrony Financial (SYF) - 4,952,500 shares, 6.70% of the total portfolio. New Position
  4. NXP Semiconductors NV (NXPI) - 1,750,000 shares, 6.56% of the total portfolio. New Position
  5. LPL Financial Holdings Inc (LPLA) - 2,190,784 shares, 6.47% of the total portfolio. Shares reduced by 23.13%
New Purchase: Synchrony Financial (SYF)

Southpoint Capital Advisors LP initiated holding in Synchrony Financial. The purchase prices were between $23.46 and $33.31, with an estimated average price of $29.94. The stock is now traded at around $34.86. The impact to a portfolio due to this purchase was 6.7%. The holding were 4,952,500 shares as of .

New Purchase: NXP Semiconductors NV (NXPI)

Southpoint Capital Advisors LP initiated holding in NXP Semiconductors NV. The purchase prices were between $71.97 and $97.14, with an estimated average price of $87.6. The stock is now traded at around $100.17. The impact to a portfolio due to this purchase was 6.56%. The holding were 1,750,000 shares as of .

New Purchase: LKQ Corp (LKQ)

Southpoint Capital Advisors LP initiated holding in LKQ Corp. The purchase prices were between $22.91 and $29.01, with an estimated average price of $26.86. The stock is now traded at around $27.08. The impact to a portfolio due to this purchase was 5.96%. The holding were 4,950,000 shares as of .

New Purchase: Booking Holdings Inc (BKNG)

Southpoint Capital Advisors LP initiated holding in Booking Holdings Inc. The purchase prices were between $1649.49 and $1935.5, with an estimated average price of $1785.18. The stock is now traded at around $1789.43. The impact to a portfolio due to this purchase was 3.7%. The holding were 50,000 shares as of .

New Purchase: Facebook Inc (FB)

Southpoint Capital Advisors LP initiated holding in Facebook Inc. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $186.27. The impact to a portfolio due to this purchase was 3.54%. The holding were 500,000 shares as of .

New Purchase: Fidelity National Information Services Inc (FIS)

Southpoint Capital Advisors LP initiated holding in Fidelity National Information Services Inc. The purchase prices were between $98.31 and $113.1, with an estimated average price of $106.57. The stock is now traded at around $117.25. The impact to a portfolio due to this purchase was 2.4%. The holding were 500,000 shares as of .

Added: Masco Corp (MAS)

Southpoint Capital Advisors LP added to a holding in Masco Corp by 58.73%. The purchase prices were between $29.07 and $40, with an estimated average price of $35.54. The stock is now traded at around $37.86. The impact to a portfolio due to this purchase was 0.93%. The holding were 1,500,000 shares as of .

Added: Visa Inc (V)

Southpoint Capital Advisors LP added to a holding in Visa Inc by 25.00%. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $162.79. The impact to a portfolio due to this purchase was 0.66%. The holding were 500,000 shares as of .

Sold Out: Linde PLC (LIN)

Southpoint Capital Advisors LP sold out a holding in Linde PLC. The sale prices were between $152.29 and $176.63, with an estimated average price of $165.92.

Sold Out: Broadcom Inc (AVGO)

Southpoint Capital Advisors LP sold out a holding in Broadcom Inc. The sale prices were between $230.96 and $300.71, with an estimated average price of $270.85.

Sold Out: PG&E Corp (PCG)

Southpoint Capital Advisors LP sold out a holding in PG&E Corp. The sale prices were between $6.36 and $24.4, with an estimated average price of $16.19.

Sold Out: Lowe's Companies Inc (LOW)

Southpoint Capital Advisors LP sold out a holding in Lowe's Companies Inc. The sale prices were between $91.17 and $109.47, with an estimated average price of $99.68.

Sold Out: Vonage Holdings Corp (VG)

Southpoint Capital Advisors LP sold out a holding in Vonage Holdings Corp. The sale prices were between $8.44 and $10.55, with an estimated average price of $9.59.

Sold Out: Thor Industries Inc (THO)

Southpoint Capital Advisors LP sold out a holding in Thor Industries Inc. The sale prices were between $51.16 and $69.9, with an estimated average price of $63.29.



Here is the complete portfolio of Southpoint Capital Advisors LP. Also check out:

1. Southpoint Capital Advisors LP's Undervalued Stocks
2. Southpoint Capital Advisors LP's Top Growth Companies, and
3. Southpoint Capital Advisors LP's High Yield stocks
4. Stocks that Southpoint Capital Advisors LP keeps buying

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