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 UNF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,405,118 | 33,408 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,678,968 | 34,624 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $6,010,814 | 35,952 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $6,851,019 | 36,399 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $7,498,356 | 43,094 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $8,318,224 | 48,619 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,377,078 | 52,238 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,966,902 | 52,276 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,320,300 | 53,741 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,303,137 | 56,329 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,452,460 | 57,987 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,064,209 | 58,475 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $11,270,260 | 63,952 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,204,642 | 73,603 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,687,865 | 81,364 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,033,358 | 81,504 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,287,868 | 82,960 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,898,306 | 85,068 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,799,008 | 88,416 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $23,238,979 | 99,041 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $22,482,630 | 100,499 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $21,651,017 | 102,277 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,224,841 | 101,520 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $18,236,615 | 101,909 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $14,821,777 | 98,099 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||