13F Insight
DOSSIER · 13F-HR · Q1 2026

NEW SOUTH CAPITAL MANAGEMENT INC

$2.1B in tracked AUM across 75 positions as of Q1 2026.

NS
CIK 0001044797 · last filed Mar 31, 2026
Total AUM
$2.1B
as of Q1 2026
Holdings
75
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

NEW SOUTH CAPITAL MANAGEMENT INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VRT
Vertiv Holdings Co
$245M977K11.7%02
WCC
Wesco International, Inc.
$152M557K7.3%03
ENS
EnerSys
$136M785K6.5%04
AZO
Autozone, Inc.
$134M40K6.4%05
G7709Q104
Royalty Pharma PLC
$126M2.6M6.0%06
ESI
Element Solutions Inc.
$83M2.4M4.0%07
ZBRA
Zebra Technologies Corporation
$76M361K3.6%08
TMO
Thermo Fisher Scientific Inc
$66M134K3.2%09
DBRG
DigitalBridge Group Inc
$61M4.0M2.9%10
GTX
Garrett Motion Inc
$60M3.3M2.9%

Filing history

2026Q1Mar 31
$2.1B▼ 4.0%
75 positionsView →2025Q4Dec 31
$2.2B▼ 0.9%
84 positionsView →2025Q3Sep 30
$2.2B▲ 6.2%
86 positionsView →2025Q2Jun 30
$2.1B▼ 0.4%
84 positionsLocked2025Q1Mar 31
$2.1B▼ 12.6%
91 positionsLocked2024Q4Dec 31
$2.4B▼ 2.9%
94 positionsLocked2024Q3Sep 30
$2.4B▲ 9.3%
89 positionsLocked2024Q2Jun 30
$2.2B▼ 6.3%
86 positionsLocked2024Q1Mar 31
$2.4B▲ 4.1%
85 positionsLocked2023Q4Dec 31
$2.3B▲ 9.6%
88 positionsLocked2023Q3Sep 30
$2.1B▼ 7.0%
85 positionsLocked2023Q2Jun 30
$2.2B▲ 2.1%
87 positionsLocked
Showing 12 of 78