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 weight57.9%VRT alone is 9%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VRTVertiv Holdings Co
9.2%Trimmed −22%
WCCWesco International, Inc.
8.0%Trimmed −33%
ZBRAZebra Technologies Corporation
7.2%Trimmed −28%
AZOAutozone, Inc.
5.7%Trimmed −19%
RPRXRoyalty Pharma PLC
5.5%Trimmed −39%
ENSEnerSys
5.4%Trimmed −39%
TMOThermo Fisher Scientific Inc
5.3%Trimmed −22%
VACMarriott Vacations Worldwide Corp
4.7%Trimmed −26%
ESIElement Solutions Inc.
3.7%Trimmed −32%
WEXWEX Inc
3.2%Trimmed −34%
MSMMSC Industrial Direct Co Inc.
3.1%Trimmed −28%
GTXGarrett Motion Inc
2.8%Trimmed −42%
VRTVertiv Holdings Co
9.2%Trimmed −22%
WCCWesco International, Inc.
8.0%Trimmed −33%
ZBRAZebra Technologies Corporation
7.2%Trimmed −28%
AZOAutozone, Inc.
5.7%Trimmed −19%
RPRXRoyalty Pharma PLC
5.5%Trimmed −39%
ENS5.4%TMO5.3%VAC4.7%ESI3.7%WEX3.2%MSM3.1%GTX2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VRT Vertiv Holdings Co 9.2% Trimmed −22%WCC Wesco International, Inc. 8.0% Trimmed −33%ZBRA Zebra Technologies Corporation 7.2% Trimmed −28%AZO Autozone, Inc. 5.7% Trimmed −19%RPRX Royalty Pharma PLC 5.5% Trimmed −39%ENS EnerSys 5.4% Trimmed −39%TMO Thermo Fisher Scientific Inc 5.3% Trimmed −22%VAC Marriott Vacations Worldwide Corp 4.7% Trimmed −26%ESI Element Solutions Inc. 3.7% Trimmed −32%WEX WEX Inc 3.2% Trimmed −34%MSM MSC Industrial Direct Co Inc. 3.1% Trimmed −28%GTX Garrett Motion Inc 2.8% Trimmed −42%
What changed