New South Capital Management
$2.3B 13F equity value
53 Holdings
Quarter ended June 30, 2026
The latest 13F on file for New South Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VRT | Vertiv Holdings Co | 751,364 | $252M | 11.0% |
| WCC | Wesco International, Inc. | 512,074 | $177M | 7.8% |
| ENS | EnerSys | 733,708 | $172M | 7.5% |
| RPRX | Royalty Pharma PLC | 2,385,943 | $134M | 5.9% |
| AZO | Autozone, Inc. | 38,015 | $121M | 5.3% |
| ESI | Element Solutions Inc. | 2,280,194 | $109M | 4.8% |
| ZBRA | Zebra Technologies Corporation | 412,994 | $109M | 4.8% |
| GTX | Garrett Motion Inc | 2,890,208 | $105M | 4.6% |
| VAC | Marriott Vacations Worldwide Corp | 953,137 | $97M | 4.3% |
| TMO | Thermo Fisher Scientific Inc | 155,834 | $78M | 3.4% |
Track New South Capital Management's 13F portfolio: $2.3B in reported holdings, 53 positions. Top holdings and quarterly changes on SentiSense.
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