NEW SOUTH CAPITAL MANAGEMENT INC
Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp
CIK 1044797
MEMPHIS, TN
Position in VAC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$50,385,688
+$28,297,977 QoQ
Shares Held
773,736
+102.1% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76.257664112824.ToString("F0")%
Shared 0.ToString("F0")%
None 23.74233588717599.ToString("F0")%
Common Shares in VAC Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026NEW SOUTH CAPITAL MANAGEMENT INC holds $50,385,688 across 1 Resorts & Casinos name. VAC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
This page
|
773,736 | $50,385,688 |
All Filings in VAC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,385,688 | 773,736 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $22,087,711 | 382,869 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $22,145,909 | 332,721 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $24,039,241 | 332,447 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $22,612,222 | 351,996 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $33,044,065 | 367,974 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,775,670 | 364,394 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $29,839,164 | 341,722 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $36,872,423 | 342,267 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $29,702,161 | 349,890 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,784,867 | 246,297 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,164,956 | 115,425 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $17,017,847 | 126,189 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $19,554,580 | 145,290 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $19,559,017 | 160,504 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,685,540 | 160,805 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $25,873,049 | 164,065 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $28,416,183 | 168,163 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $27,495,619 | 174,764 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $31,184,408 | 195,759 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $34,624,370 | 198,785 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $27,822,589 | 202,759 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,479,197 | 236,529 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,531,615 | 237,582 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $12,691,414 | 228,345 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||