New South Capital Management
$2.0B Assets Reported
55 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VRT | Vertiv Holdings Co | 977,210 | $245M | 12.0% |
| WCC | Wesco International, Inc. | 557,062 | $152M | 7.5% |
| ENS | EnerSys | 785,161 | $136M | 6.7% |
| AZO | Autozone, Inc. | 39,771 | $134M | 6.6% |
| RPRX | Royalty Pharma PLC | 2,625,863 | $126M | 6.2% |
| ESI | Element Solutions Inc. | 2,421,958 | $83M | 4.0% |
| ZBRA | Zebra Technologies Corporation | 361,219 | $76M | 3.7% |
| TMO | Thermo Fisher Scientific Inc | 134,254 | $66M | 3.2% |
| DBRG | DigitalBridge Group Inc | 3,953,194 | $61M | 3.0% |
| GTX | Garrett Motion Inc | 3,300,304 | $60M | 2.9% |
Track New South Capital Management's 13F portfolio: $2.0B in reported holdings, 55 positions. Top holdings, AUM, and quarterly changes on SentiSense.