account_balance
Investment manager · 13F filer · SEC CIK 1044797
New South Capital Management Inc
Reported value$1.53Bas of Sep 30, 2026
Positions50 3 new, 1 sold out
Top 10 weight58%VRT alone is 9%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VRT
Vertiv Holdings Co
9.2%Trimmed
WCC
Wesco International, Inc.
8.0%Trimmed
ZBRA
Zebra Technologies Corporation
7.2%Trimmed
AZO
Autozone, Inc.
5.7%Trimmed
RPRX
Royalty Pharma PLC
5.5%Trimmed
ENS
EnerSys
5.4%Trimmed
TMO
Thermo Fisher Scientific Inc
5.3%Trimmed
VAC
Marriott Vacations Worldwide Corp
4.7%Trimmed
ESI
Element Solutions Inc.
3.7%Trimmed
WEX
WEX Inc
3.2%Trimmed
40 others
42.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed