Position in ZTS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$260,062,000
+$197,152,000 QoQ
Shares Held
2,200,000
+340.0% QoQ
Ownership
0.525%
of shares outstanding
% of Portfolio
5.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ZTS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Southpoint Capital Advisors LP holds $270,442,000 across 2 Drug Manufacturers - Specialty & Generic names. ZTS ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
This page
|
2,200,000 | $260,062,000 | |
| 2 | HIMS |
Hims & Hers Health, Inc.
|
500,000 | $10,380,000 |
All Filings in ZTS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,062,000 | 2,200,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $62,910,000 | 500,000 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||