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Southpoint Capital Advisors’s Bausch + Lomb BLCO Stock Holding History

Southpoint Capital Advisors’s Portfolio BLCO Stock Details BLCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,500,000
Closed -$26.1M – 45
2023
Q1 		$26.1M Hold
1,500,000
– – 0.59% 41
2022
Q4 		$23.3M Buy
1,500,000
+150,000
+11% +$2.25M 0.6% 37
2022
Q3 		$20.7M Buy
1,350,000
+855,274
+173% +$13.6M 0.56% 33
2022
Q2 		$7.54M Buy
+494,726
New +$8.02M 0.21% 40

Other funds holding BLCO

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Southpoint Capital Advisors's BLCO Position: Q2 2023 in Review

Southpoint Capital Advisors sold out of Bausch + Lomb (BLCO) in Q2 2023, closing a stake of 1,500,000 shares — an estimated $26.1M sold.

Southpoint Capital Advisors first reported a position in BLCO in Q2 2022 and held it in 4 quarters. The position peaked at $26.1M in Q1 2023. 77 funds tracked by Wall St. Rank hold BLCO as of Q2 2023.

  • Southpoint Capital Advisors reported no remaining Bausch + Lomb position as of Q2 2023 after selling out during the quarter.
  • Southpoint Capital Advisors sold 1,500,000 Bausch + Lomb shares in Q2 2023, an estimated $26.1M.
  • Southpoint Capital Advisors first reported a position in Bausch + Lomb in Q2 2022 and held it in 4 quarters.
  • Southpoint Capital Advisors's Bausch + Lomb position peaked at $26.1M in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Bausch + Lomb as of Q2 2023.

Based on Southpoint Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.