Southpoint Capital Advisors’s Humana HUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147M Sell
600,000
-150,000
-20% -$36.7M 3.69% 12
2025
Q1
$198M Hold
750,000
4.74% 5
2024
Q4
$190M Buy
+750,000
New +$190M 4.46% 6