Southpoint Capital Advisors’s SiteOne Landscape Supply SITE Stock Holding History

Southpoint Capital Advisors’s Portfolio SITE Stock Details SITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-400,000	Closed	-$49.8M	–	51
2025 Q4	$49.8M	Buy	+400,000	New	+$50.6M	1.16%	29
2024 Q4	–	Sell	-500,000	Closed	-$75.5M	–	52
2024 Q3	$75.5M	Hold	500,000	–	–	1.79%	26
2024 Q2	$60.7M	Buy	500,000 +100,000	+25%	+$15.1M	1.51%	24
2024 Q1	$69.8M	Buy	+400,000	New	+$66M	1.38%	29

Other funds holding SITE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Southpoint Capital Advisors sold out of SiteOne Landscape Supply (SITE) in Q1 2026, closing a stake of 400,000 shares — an estimated $49.8M sold.

Southpoint Capital Advisors first reported a position in SITE in Q1 2024 and held it in 4 quarters. The position peaked at $75.5M in Q3 2024. 423 funds tracked by Wall St. Rank hold SITE as of Q1 2026.

Southpoint Capital Advisors reported no remaining SiteOne Landscape Supply position as of Q1 2026 after selling out during the quarter.
Southpoint Capital Advisors sold 400,000 SiteOne Landscape Supply shares in Q1 2026, an estimated $49.8M.
Southpoint Capital Advisors first reported a position in SiteOne Landscape Supply in Q1 2024 and held it in 4 quarters.
Southpoint Capital Advisors's SiteOne Landscape Supply position peaked at $75.5M in Q3 2024.
423 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q1 2026.

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