Southpoint Capital Advisors’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-664,286	Closed	-$50M	–	46
2026 Q1	$50M	Sell	664,286 -835,714	-56%	-$75.6M	1.03%	30
2025 Q4	$151M	Sell	1,500,000 -1,000,000	-40%	-$96.2M	3.5%	13
2025 Q3	$223M	Sell	2,500,000 -1,300,000	-34%	-$95.2M	5.86%	2
2025 Q2	$194M	Sell	3,800,000 -200,000	-5%	-$7.47M	4.89%	5
2025 Q1	$128M	Buy	4,000,000 +1,200,000	+43%	+$49.9M	3.06%	14
2024 Q4	$124M	Buy	2,800,000 +1,400,000	+100%	+$66M	2.91%	14
2024 Q3	$78.7M	Buy	+1,400,000	New	+$67.4M	1.86%	24

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Southpoint Capital Advisors sold out of Wayfair (W) in Q2 2026, closing a stake of 664,286 shares — an estimated $50M sold.

Southpoint Capital Advisors first reported a position in W in Q3 2024 and held it in 7 quarters. The position peaked at $223M in Q3 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Southpoint Capital Advisors reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
Southpoint Capital Advisors sold 664,286 Wayfair shares in Q2 2026, an estimated $50M.
Southpoint Capital Advisors first reported a position in Wayfair in Q3 2024 and held it in 7 quarters.
Southpoint Capital Advisors's Wayfair position peaked at $223M in Q3 2025.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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