NEW SOUTH CAPITAL MANAGEMENT INC
Top Portfolio Positions
44 positions ·
$2,031,916,922 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VRT |
Vertiv Holdings Co
Industrials
|
977,210 | $244,869,280 | 12.05% | |
| WCC |
Wesco International Inc
Industrials
|
557,062 | $152,423,304 | 7.50% | |
| ENS |
EnerSys
Industrials
|
785,161 | $136,398,168 | 6.71% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
39,771 | $134,337,688 | 6.61% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
2,625,863 | $125,962,648 | 6.20% | |
| ESI |
Element Solutions Inc
Basic Materials
|
2,421,958 | $82,685,645 | 4.07% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
361,219 | $75,523,667 | 3.72% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
134,254 | $65,989,868 | 3.25% | |
| DBRG |
DigitalBridge Group, Inc.
Financial Services
|
3,953,194 | $60,958,250 | 3.00% | |
| GTX |
Garrett Motion Inc.
Consumer Cyclical
|
3,300,304 | $59,966,523 | 2.95% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BEPC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,324,878 | 485,184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,313,173 | 608,064 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,394,783 | 621,580 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,024,613 | 610,879 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,232,754 | 617,219 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $10,322,822 | 373,204 | Shares | Sole | 2025-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||