# EDGAR Filing Document

**Accession Number:** 0001319998
**File Stem:** 0001012975-23-000089
**Filing Date:** 2023-2
**Character Count:** 9475
**Document Hash:** fd955a07fb7c3040a7688d04c4d009c1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001012975-23-000089.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001012975-23-000089

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Southpoint Capital Advisors LP
- **CENTRAL INDEX KEY:** 0001319998
- **IRS NUMBER:** 200975910
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11745
- **FILM NUMBER:** 23629028

**BUSINESS ADDRESS:**
- **STREET 1:** 1114 AVENUE OF THE AMERICAS
- **STREET 2:** 22ND FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036
- **BUSINESS PHONE:** 212.692.6350

**MAIL ADDRESS:**
- **STREET 1:** 1114 AVENUE OF THE AMERICAS
- **STREET 2:** 22ND FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10036

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Southpoint Capital Advisors LP<br>**Address:** 1114 AVENUE OF THE AMERICAS<br>22ND FLOOR<br>NEW YORK, NY 10036

**Form 13F File Number:** 028-11745

**CRD Number (if applicable):** 000161754

**SEC File Number (if applicable):** 801-74264

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John S. Clark II<br>**Title:** Managing Member of the General Partner<br>**Phone:** 212-692-6350

**Signature, Place, and Date of Signing:**

/s/ John S. Clark II  New York, NY  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 4

**Form 13F Information Table Entry Total:** 51

**Form 13F Information Table Value Total:** $3872985752

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                            | Form 13F File Number   |
|:---|:---|:---|
|  | Southpoint Capital Advisors LLC | 028-13948              |
|  | Southpoint GP LP                | 028-13953              |
|  | Southpoint GP LLC               | 028-13952              |
|  | Clark John Smith II             | 028-13950              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 10X GENOMICS INC | CL A COM | 88025U109 |  | 10932000 | 300000 | SH |  | DFND | 1234 | 300000 | 0 | 0 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 |  | 53585000 | 700000 | SH |  | DFND | 1234 | 700000 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 84132500 | 250000 | SH |  | DFND | 1234 | 250000 | 0 | 0 |
| AES CORP | COM | 00130H105 |  | 77652000 | 2700000 | SH |  | DFND | 1234 | 2700000 | 0 | 0 |
| AZEK CO INC | CL A | 05478C105 |  | 34722857 | 1708802 | SH |  | DFND | 1234 | 1708802 | 0 | 0 |
| BAUSCH PLUS LOMB CORP | COMMON SHARES | 071705107 |  | 23265000 | 1500000 | SH |  | DFND | 1234 | 1500000 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 51904000 | 800000 | SH |  | DFND | 1234 | 800000 | 0 | 0 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 |  | 108775000 | 2500000 | SH |  | DFND | 1234 | 2500000 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 |  | 38480000 | 500000 | SH |  | DFND | 1234 | 500000 | 0 | 0 |
| CNH INDL N V | SHS | N20944109 |  | 240900000 | 15000000 | SH |  | DFND | 1234 | 15000000 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 22876000 | 400000 | SH |  | DFND | 1234 | 400000 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 323287500 | 3750000 | SH |  | DFND | 1234 | 3750000 | 0 | 0 |
| CROWN HLDGS INC | COM | 228368106 |  | 53436500 | 650000 | SH |  | DFND | 1234 | 650000 | 0 | 0 |
| CUSHMAN WAKEFIELD PLC | SHS | G2717B108 |  | 16198000 | 1300000 | SH |  | DFND | 1234 | 1300000 | 0 | 0 |
| DENBURY INC | COM | 24790A101 |  | 17404000 | 200000 | SH |  | DFND | 1234 | 200000 | 0 | 0 |
| ENDAVA PLC | ADS | 29260V105 |  | 19125000 | 250000 | SH |  | DFND | 1234 | 250000 | 0 | 0 |
| EPAM SYS INC | COM | 29414B104 |  | 26219200 | 80000 | SH |  | DFND | 1234 | 80000 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 157680000 | 1800000 | SH |  | DFND | 1234 | 1800000 | 0 | 0 |
| FENNEC PHARMACEUTICALS INC | COM | 31447P100 |  | 39141254 | 4077214 | SH |  | DFND | 1234 | 4077214 | 0 | 0 |
| FERGUSON PLC NEW | SHS | G3421J106 |  | 330122000 | 2600000 | SH |  | DFND | 1234 | 2600000 | 0 | 0 |
| FREYR BATTERY | SHS | L4135L100 |  | 21700000 | 2500000 | SH |  | DFND | 1234 | 2500000 | 0 | 0 |
| GLOBANT S A | COM | L44385109 |  | 33632000 | 200000 | SH |  | DFND | 1234 | 200000 | 0 | 0 |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 |  | 14728000 | 200000 | SH |  | DFND | 1234 | 200000 | 0 | 0 |
| HALEON PLC | SPON ADS | 405552100 |  | 49600000 | 6200000 | SH |  | DFND | 1234 | 6200000 | 0 | 0 |
| INFOSYS LTD | SPONSORED ADR | 456788108 |  | 25214000 | 1400000 | SH |  | DFND | 1234 | 1400000 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 27838400 | 80000 | SH |  | DFND | 1234 | 80000 | 0 | 0 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 47811000 | 300000 | SH |  | DFND | 1234 | 300000 | 0 | 0 |
| LAM RESEARCH CORP | COM | 512807108 |  | 21015000 | 50000 | SH |  | DFND | 1234 | 50000 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 63350000 | 700000 | SH |  | DFND | 1234 | 700000 | 0 | 0 |
| LESLIES INC | COM | 527064109 |  | 20146500 | 1650000 | SH |  | DFND | 1234 | 1650000 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 129702000 | 600000 | SH |  | DFND | 1234 | 600000 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 120340000 | 1000000 | SH |  | DFND | 1234 | 1000000 | 0 | 0 |
| MRC GLOBAL INC | COM | 55345K103 |  | 5211000 | 450000 | SH |  | DFND | 1234 | 450000 | 0 | 0 |
| NEWMARK GROUP INC | CL A | 65158N102 |  | 7970000 | 1000000 | SH |  | DFND | 1234 | 1000000 | 0 | 0 |
| NOW INC | COM | 67011P100 |  | 13008750 | 1024311 | SH |  | DFND | 1234 | 1024311 | 0 | 0 |
| OKTA INC | CL A | 679295105 |  | 30694041 | 449203 | SH |  | DFND | 1234 | 449203 | 0 | 0 |
| PERFICIENT INC | COM | 71375U101 |  | 27932000 | 400000 | SH |  | DFND | 1234 | 400000 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 18212000 | 400000 | SH |  | DFND | 1234 | 400000 | 0 | 0 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 138905000 | 1300000 | SH |  | DFND | 1234 | 1300000 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 158194000 | 1900000 | SH |  | DFND | 1234 | 1900000 | 0 | 0 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 |  | 104120000 | 2000000 | SH |  | DFND | 1234 | 2000000 | 0 | 0 |
| STIFEL FINL CORP | COM | 860630102 |  | 35022000 | 600000 | SH |  | DFND | 1234 | 600000 | 0 | 0 |
| SYNCHRONY FINANCIAL | COM | 87165B103 |  | 305598000 | 9300000 | SH |  | DFND | 1234 | 9300000 | 0 | 0 |
| TANGO THERAPEUTICS INC | COM | 87583X109 |  | 32625000 | 4500000 | SH |  | DFND | 1234 | 4500000 | 0 | 0 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 60512000 | 1600000 | SH |  | DFND | 1234 | 1600000 | 0 | 0 |
| THOUGHTWORKS HOLDING INC | COM | 88546E105 |  | 20380000 | 2000000 | SH |  | DFND | 1234 | 2000000 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 49920000 | 1000000 | SH |  | DFND | 1234 | 1000000 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 256226250 | 1075000 | SH |  | DFND | 1234 | 1075000 | 0 | 0 |
| VALARIS LIMITED | CL A | G9460G101 |  | 54096000 | 800000 | SH |  | DFND | 1234 | 800000 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 41552000 | 200000 | SH |  | DFND | 1234 | 200000 | 0 | 0 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 |  | 207893000 | 850000 | SH |  | DFND | 1234 | 850000 | 0 | 0 |

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