Southpoint Capital is long Twitter and Carvana, and short the S&P and railroads
For the third quarter, Southpoint Capital was up 7.5%, compared to the S&P 500's 8.9% gain, the Russell 2000's 4.9% gain, and the HFRI Equity Hedge Index's 6% gain. On a year-to-date basis, Southpoint Capital is up 12.1%, outperforming the S&P, Russell 2000 and HFRI Equity Hedge Index.
Q3 2020 hedge fund letters, conferences and more
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