NEW SOUTH CAPITAL MANAGEMENT INC

Q4 2025 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    56

  • Value ($000)

    $2,173,374

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0001044797
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VRT

Vertiv Holdings Co

COM
$224.21M
10 %

1,383,908

WCC

Wesco International, Inc.

COM
$151.11M
7 %

617,676

AZO

Autozone, Inc.

COM
$149.55M
7 %

44,097

ENS

EnerSys

COM
$124.46M
6 %

848,114

---

Royalty Pharma PLC

COM
$113.17M
5 %

2,928,778

ZBRA

Zebra Technologies Corporation

COM
$94.64M
4 %

389,744

---

Thermo Fisher Scientific Inc

COM
$84.87M
4 %

146,458

OTX

Open Text Corp

COM
$75.75M
4 %

2,324,899

DBRG

DigitalBridge Group Inc

COM
$70.13M
3 %

4,571,797

BN

Brookfield Corp.

COM
$65M
3 %

1,416,531

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