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Southpoint Capital Advisors’s Wayfair W Stock Holding History

Southpoint Capital Advisors’s Portfolio W Stock Details W Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$128M Buy
4,000,000
+1,200,000
+43% +$38.4M 3.06% 14
2024
Q4 		$124M Buy
2,800,000
+1,400,000
+100% +$62M 2.91% 14
2024
Q3 		$78.7M Buy
+1,400,000
New +$78.7M 1.86% 24