§ 13F · FUND PROFILE
NEW SOUTH CAPITAL MANAGEMENT INC.
AUM · $2.3B (13F)Positions · 72Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co | 747K | $250M | 11.0% | −23% |
| 2 | WCC | Wesco International, Inc. | 506K | $175M | 7.7% | −8% |
| 3 | ENS | EnerSys | 726K | $170M | 7.4% | −7% |
| 4 | RPRX | Royalty Pharma PLC | 2.39M | $134M | 5.9% | −9% |
| 5 | AZO | Autozone, Inc. | 38K | $121M | 5.3% | −4% |
| 6 | ZBRA | Zebra Technologies Corporation | 409K | $108M | 4.7% | +14% |
| 7 | ESI | Element Solutions Inc. | 2.26M | $108M | 4.7% | −6% |
| 8 | GTX | Garrett Motion Inc | 2.83M | $102M | 4.5% | −12% |
| 9 | VAC | Marriott Vacations Worldwide Corp | 943K | $96M | 4.2% | +23% |
| 10 | TMO | Thermo Fisher Scientific Inc | 156K | $78M | 3.4% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
NEW SOUTH CAPITAL MANAGEMENT INC is a Other fund managing $2.3 billion in assets. The fund runs a portfolio of 72 positions.
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