NEW SOUTH CAPITAL MANAGEMENT INC: 13F holdings
CIK 10447972026Q2
| Positions | 48 |
|---|---|
| Reported value | $2.3bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VRT Vertiv Holdings Co | 751,364 | $251.6m | 11.0% |
| WCC Wesco International, Inc. | 512,074 | $176.9m | 7.8% |
| ENS EnerSys | 733,708 | $171.6m | 7.5% |
| Royalty Pharma PLC | 2,385,943 | $133.8m | 5.9% |
| AZO Autozone, Inc. | 38,015 | $121.5m | 5.3% |
| ESI Element Solutions Inc. | 2,280,194 | $108.9m | 4.8% |
| ZBRA Zebra Technologies Corporation | 412,994 | $108.7m | 4.8% |
| GTX Garrett Motion Inc | 2,890,208 | $104.7m | 4.6% |
| VAC Marriott Vacations Worldwide Corp | 953,137 | $97.1m | 4.3% |
| TMO Thermo Fisher Scientific Inc | 155,834 | $78.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1044797")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.