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 Q2	$34.3M	Buy	+300,000	New	+$36.2M	0.78%	29
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 $999B AUM 46.22% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Southpoint Capital Advisors's SITE Position: Q2 2026 in Review

Southpoint Capital Advisors opened a new position in SiteOne Landscape Supply (SITE) in Q2 2026: 300,000 shares worth $34.3M. The stake represents 0.78% of the portfolio and ranks #29 among its holdings. This is a return to the name: Southpoint Capital Advisors previously reported a position in SITE as recently as Q4 2025.

Southpoint Capital Advisors first reported a position in SITE in Q1 2024 and has held it in 5 quarters since. The position peaked at $75.5M in Q3 2024. 394 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

Southpoint Capital Advisors held 300,000 shares of SiteOne Landscape Supply worth $34.3M as of Q2 2026.
SiteOne Landscape Supply was a new Southpoint Capital Advisors position in Q2 2026.
SiteOne Landscape Supply made up 0.78% of Southpoint Capital Advisors's portfolio in Q2 2026, its #29 holding.
Southpoint Capital Advisors first reported a position in SiteOne Landscape Supply in Q1 2024 and has held it in 5 quarters since.
Southpoint Capital Advisors's SiteOne Landscape Supply position peaked at $75.5M in Q3 2024.
394 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.