Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$194,823,000
+$55,502,000 QoQ
Shares Held
900,000
+28.6% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
4.43%
of 13F equity value
Holder Rank
#69
of 2,613 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Southpoint Capital Advisors LP holds $194,823,000 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
900,000 | $194,823,000 |
All Filings in BA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,823,000 | 900,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $139,321,000 | 700,000 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||