SCA
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Southpoint Capital Advisors’s Option Care Health OPCH Stock Holding History

Southpoint Capital Advisors’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.9M Buy
3,600,000
+600,000
+20% +$19.5M 1.99% 23
2025
Q4 		$95.6M Buy
+3,000,000
New +$88.1M 2.22% 20
2024
Q4 		– Sell
-257,900
Closed -$8.07M – 49
2024
Q3 		$8.07M Sell
257,900
-2,492,100
-91% -$76.5M 0.19% 41
2024
Q2 		$76.2M Buy
2,750,000
+250,000
+10% +$7.45M 1.9% 21
2024
Q1 		$83.8M Buy
2,500,000
+500,000
+25% +$16.2M 1.66% 23
2023
Q4 		$67.4M Buy
2,000,000
+1,000,000
+100% +$30.7M 1.45% 23
2023
Q3 		$32.4M Buy
+1,000,000
New +$33.7M 0.72% 35

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