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 UPLD
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,268,544 | 887,094 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,287,672 | 965,263 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,936,837 | 993,250 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,366,047 | 1,176,940 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,732,206 | 1,320,785 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,570,123 | 1,433,785 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,572,706 | 1,434,822 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,551,683 | 1,473,037 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,443,511 | 1,523,289 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,337,553 | 1,588,215 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,772,901 | 1,603,584 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $3,926,617 | 913,167 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,708,003 | 940,814 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,444,913 | 1,161,736 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,891,899 | 1,163,354 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,869,117 | 1,185,072 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,212,854 | 1,126,692 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $24,454,337 | 731,290 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $24,107,628 | 585,563 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $27,997,071 | 593,284 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $27,718,798 | 604,027 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $22,501,697 | 596,862 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,575,385 | 505,621 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $678,438 | 25,296 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||