Position in ALC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,140,000
-$28,050,000 QoQ
Shares Held
3,400,000
0.0% QoQ
Ownership
0.703%
of shares outstanding
% of Portfolio
5.19%
of 13F equity value
Holder Rank
#22
of 622 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Southpoint Capital Advisors LP holds $302,410,000 across 2 Medical Instruments & Supplies names. ALC ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALC |
Alcon Inc
This page
|
3,400,000 | $228,140,000 | |
| 2 | XRAY |
DENTSPLY SIRONA Inc.
|
7,000,000 | $74,270,000 |
All Filings in ALC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,140,000 | 3,400,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $256,190,000 | 3,400,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $157,620,000 | 2,000,000 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||