SCA
Q

Southpoint Capital Advisors’s Qnity Electronics Inc Q Stock Holding History

Southpoint Capital Advisors’s Portfolio Q Stock Details Q Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,400,000
Closed -$196M – 53
2025
Q4 		$196M Buy
+2,400,000
New +$204M 4.56% 7

Other funds holding Q

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Southpoint Capital Advisors's Q Position: Q1 2026 in Review

Southpoint Capital Advisors sold out of Qnity Electronics Inc (Q) in Q1 2026, closing a stake of 2,400,000 shares — an estimated $196M sold.

Southpoint Capital Advisors first reported a position in Q in Q4 2025 and held it in 1 quarter. The position peaked at $196M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold Q as of Q1 2026.

  • Southpoint Capital Advisors reported no remaining Qnity Electronics Inc position as of Q1 2026 after selling out during the quarter.
  • Southpoint Capital Advisors sold 2,400,000 Qnity Electronics Inc shares in Q1 2026, an estimated $196M.
  • Southpoint Capital Advisors first reported a position in Qnity Electronics Inc in Q4 2025 and held it in 1 quarter.
  • Southpoint Capital Advisors's Qnity Electronics Inc position peaked at $196M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Qnity Electronics Inc as of Q1 2026.

Based on Southpoint Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.