Southpoint Capital Advisors’s Alcon ALC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228M Hold
3,400,000
5.19% 8
2026
Q1
$256M Buy
3,400,000
+1,400,000
+70% +$112M 5.27% 4
2025
Q4
$158M Buy
+2,000,000
New +$154M 3.66% 12

Other funds holding ALC

Southpoint Capital Advisors's ALC Position: Q2 2026 in Review

Southpoint Capital Advisors held its Alcon (ALC) position steady in Q2 2026 at 3,400,000 shares worth $228M. The position accounts for 5.19% of the portfolio, ranked #8.

Southpoint Capital Advisors first reported a position in ALC in Q4 2025 and has held it in 3 quarters since. The position peaked at $256M in Q1 2026. 628 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

  • Southpoint Capital Advisors held 3,400,000 shares of Alcon worth $228M as of Q2 2026.
  • Southpoint Capital Advisors left its Alcon share count unchanged in Q2 2026.
  • Alcon made up 5.19% of Southpoint Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Southpoint Capital Advisors first reported a position in Alcon in Q4 2025 and has held it in 3 quarters since.
  • Southpoint Capital Advisors's Alcon position peaked at $256M in Q1 2026.
  • 628 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.