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

• New Purchases: SYF, NXPI, LKQ, BKNG, FB, FIS, TLND,
• Added Positions: MAS, AMZN, CMCSA, V, CNC, SSNC, JELD,
• Reduced Positions: BECN, UPS, LDOS, GIL, WLTW, LPLA, ADSK, ETFC, BA, CMP,
• Sold Out: LIN, AVGO, PCG, LOW, VG, THO,

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

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%

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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.

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.

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.

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.

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.

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.