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

NEW SOUTH CAPITAL MANAGEMENT INC

NEW SOUTH's pension fund based in Chicago, IL — $2.1B in tracked AUM across 75 positions as of Q1 2026.

NS
NEW SOUTH·Chicago, IL·Pension Fund
CIK 0001044797 · last filed Mar 31, 2026
Total AUM
$2.1B
▼ 1.3%
vs prior
Holdings
75
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · 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

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