13F Insight
DOSSIER · 13F-HR · Q2 2026

NEW SOUTH CAPITAL MANAGEMENT INC

$2.3B in tracked AUM across 72 positions as of Q2 2026.

NS
CIK 0001044797 · last filed Jun 30, 2026
Total AUM
$2.3B
as of Q2 2026
Holdings
72
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NEW SOUTH CAPITAL MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VRT
Vertiv Holdings Co
$252M751K11.0%02
WCC
Wesco International, Inc.
$177M512K7.8%03
ENS
EnerSys
$172M734K7.5%04
G7709Q104
Royalty Pharma PLC
$134M2.4M5.9%05
AZO
Autozone, Inc.
$121M38K5.3%06
ESI
Element Solutions Inc.
$109M2.3M4.8%07
ZBRA
Zebra Technologies Corporation
$109M413K4.8%08
GTX
Garrett Motion Inc
$105M2.9M4.6%09
VAC
Marriott Vacations Worldwide Corp
$97M953K4.3%10
TMO
Thermo Fisher Scientific Inc
$78M156K3.4%

Filing history

2026Q2Jun 30
$2.3B▲ 9.3%
72 positionsView →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 positionsLocked
Showing 12 of 79