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. ($149.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NEW SOUTH CAPITAL MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |