Holdings
New South Capital Management Inc
As of Jun 30, 2026, New South Capital Management Inc reported 41 positions worth US$2.1B. Largest: Vertiv Holdings, Llc, Wesco International, Inc. and Enersys. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vertiv Holdings, Llc | 751K | US$252M | −226K | Jun 30, 2026 |
| Wesco International, Inc. | 512K | US$177M | −44,988 | Jun 30, 2026 |
| Enersys | 734K | US$172M | −51,453 | Jun 30, 2026 |
| Autozone, Inc. | 38,015 | US$121M | −1,756 | Jun 30, 2026 |
| Element Solutions Inc. | 2.28M | US$109M | −142K | Jun 30, 2026 |
| Zebra Technologies Corporation | 413K | US$109M | +51,775 | Jun 30, 2026 |
| Garrett Motion Inc. | 2.89M | US$105M | −410K | Jun 30, 2026 |
| Marriott Vacations Worldwide Corporation | 953K | US$97.1M | +179K | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 156K | US$78.1M | +21,580 | Jun 30, 2026 |
| Msc Industrial Direct Company, Inc. | 539K | US$64.1M | −39,725 | Jun 30, 2026 |