NEW SOUTH CAPITAL MANAGEMENT INC
Top Portfolio Positions
45 positions ·
$2,071,595,730 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| VRT |
Vertiv Holdings Co
|
1,383,908 | $224,206,934 | 10.82% |
| WCC |
Wesco International Inc
Industrials
|
617,676 | $151,108,256 | 7.29% |
| AZO |
Autozone Inc
|
44,097 | $149,554,975 | 7.22% |
| ENS |
EnerSys
|
848,114 | $124,460,729 | 6.01% |
| RPRX |
Royalty Pharma plc
|
2,928,778 | $113,167,981 | 5.46% |
| ZBRA |
Zebra Technologies Corp
|
389,744 | $94,637,638 | 4.57% |
| TMO |
Thermo Fisher Scientific Inc.
|
146,458 | $84,865,088 | 4.10% |
| OTEX |
Open Text Corp
|
2,324,899 | $75,745,209 | 3.66% |
| DBRG |
DigitalBridge Group, Inc.
Financial Services
|
4,571,797 | $70,131,365 | 3.39% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
1,416,531 | $65,004,607 | 3.14% |
Portfolio Trend
Holdings in NICE
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $27,969,148 | 247,427 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $45,414,590 | 313,680 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $51,723,451 | 306,219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,010,696 | 311,414 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $54,980,265 | 323,718 | Shares | Sole | 2025-02-06 | |
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