NEW SOUTH CAPITAL MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, NEW SOUTH CAPITAL MANAGEMENT INC held in its portfolio 56 assets valued at $2,173,373,757 (i.e. $2.17B).

The most valuable assets in the portfolio included: Vertiv Holdings Co ($224.21M), Wesco International, Inc. ($151.11M), and Autozone, Inc. ($149.56M).

The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in NEW SOUTH CAPITAL MANAGEMENT INC Portfolio
Vertiv Holdings Co
Wesco International, Inc.
Autozone, Inc.
EnerSys
Royalty Pharma PLC
Zebra Technologies Corporation
Thermo Fisher Scientific Inc
Open Text Corp
DigitalBridge Group Inc
Brookfield Corp.
NEW SOUTH CAPITAL MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
Vertiv Holdings Co 1383908 224206935 COM
Wesco International, Inc. 617676 151108257 COM
Autozone, Inc. 44097 149554975 COM
EnerSys 848114 124460730 COM
Royalty Pharma PLC 2928778 113167982 COM
Zebra Technologies Corporation 389744 94637638 COM
Thermo Fisher Scientific Inc 146458 84865088 COM
Open Text Corp 2324899 75745209 COM
DigitalBridge Group Inc 4571797 70131365 COM
Brookfield Corp. 1416531 65004608 COM
Garrett Motion Inc 3708277 64635269 COM
Element Solutions Inc. 2516085 62876964 COM
Fiserv Inc. 881522 59211833 COM
SS&C Technologies Holdings Inc. 625340 54667223 COM
Euronet Worldwide, Inc. 713325 54291166 COM
MSC Industrial Direct Co Inc. 621898 52301622 COM
FedEx Corporation 168207 48588274 COM
CGI Inc 500397 46186643 COM
Gildan Activewear Inc. 685415 42811021 COM
WEX Inc 268023 39930067 COM
OneSpaWorld Holdings Ltd. 1848669 38341395 COM
LKQ Corporation 1221119 36877794 COM
Century Communities Inc. 609425 36169374 COM
Willis Towers Watson Public Limited Company 103863 34129382 COM
Kemper Corporation 773462 31356150 COM
Asgn Incorporated 635011 30588480 COM
Firstcash Holdings Inc 183631 29267109 COM
Nice Limited 247427 27969148 ADR
Brookfield Renewable Corporation 608064 23313174 COM
Marriott Vacations Worldwide Corp 382869 22087713 COM
Kforce Inc 697895 21578913 COM
Avantor Inc 1811887 20764225 COM
Rush Enterprises Inc. 350755 18919725 COM
Thermon Group Holdings Inc 474599 17636099 COM
Stanley Black & Decker, Inc. 187569 13932625 COM
Shoe Carnival Inc 744519 12567481 COM
Hologic Inc 161176 12006000 COM
Consensus Cloud Solutions Inc. 470453 10265285 COM
Hudson Technologes Inc 1283528 8792167 COM
TreeHouse Foods, Inc. 361253 8521959 COM
Ares Capital Corp. 373058 7546963 COM
Unifirst Corp 34624 6678970 COM
Amerisafe Inc. 130082 4996450 COM
Brookfield Asset Management Ltd 78065 4089825 COM
iShares Short-Term Corporate Bond ETF 57225 3026058 ETF - Fixed Income
iShares - Russell Mid Cap 25800 2483766 ETF - Equities
iShares - Dow Jones Select Dividend 15680 2213075 ETF - Equities
AMN Healthcare Services Inc 128716 2028564 COM
iShares - Russell 2000 Value 9890 1792167 ETF - Equities
Upland Software Inc 887094 1268544 COM
SPDR S&P 500 ETF Trust 1564 1066523 ETF - Equities
iShares Russell 2500 ETF 11825 886166 ETF - Equities
iShares - Barclays 1-3 Yr US Treasury ETF 9125 755733 ETF - Fixed Income
International Business Machines Corp. 1500 444315 COM
Bristol-Myers Squibb Company 7189 387775 COM
First Horizon Corporation 10117 241796 COM