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
Holdings in SCVL
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,557,069 | 741,313 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,567,479 | 744,519 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $14,034,185 | 675,045 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $12,893,490 | 689,123 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $15,389,128 | 699,824 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,985,908 | 241,412 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,376,882 | 259,450 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,874,047 | 403,200 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $26,355,261 | 719,303 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $22,748,914 | 753,026 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $21,246,244 | 884,155 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,105,539 | 600,747 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $5,291,440 | 206,294 | Shares | Sole | 2023-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||