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 EEFT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,417,385 | 699,373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $54,291,165 | 713,325 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $74,949,522 | 853,542 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $72,171,104 | 711,887 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $69,218,498 | 647,810 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $62,891,082 | 611,543 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $61,140,266 | 616,147 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $64,757,569 | 625,677 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $59,188,400 | 538,419 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $44,872,890 | 442,141 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $36,840,654 | 464,105 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $47,180,392 | 401,980 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $47,659,329 | 425,910 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $41,152,511 | 436,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $33,785,247 | 445,951 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $50,063,944 | 497,703 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $65,912,775 | 506,437 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $61,542,009 | 516,422 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $46,395,087 | 364,512 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $44,357,308 | 327,723 | Shares | Sole | 2021-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||