NEW SOUTH CAPITAL MANAGEMENT INC 13F Holdings

CIK 0001044797 · MEMPHIS, TN

As of Sep 30, 2025, NEW SOUTH CAPITAL MANAGEMENT INC reported 57 positions worth $2.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VERTIV HOLDINGS COVRTIndustrials1,682,455$253.8M11.57%
AUTOZONE INCAZOConsumer Cyclical44,792 92.2M8.76%
WESCO INTERNATIONAL INCWCCIndustrials623,379 31.8M6.01%
ZEBRA TECHNOLOGIES CORPZBRATechnology394,101 17.1M5.34%
ROYALTY PHARMA PLCRPRXHealthcare2,918,263 03.0M4.69%
ENERSYSENSIndustrials857,600$96.9M4.42%
OPEN TEXT CORPOTEXTechnology2,343,774$87.6M3.99%
EURONET WORLDWIDE INCEEFTTechnology853,542$74.9M3.42%
THERMO FISHER SCIENTIFIC INCTMOHealthcare148,290$71.9M3.28%
FISERV INCFISVTechnology507,980$65.5M2.99%
BROOKFIELD CORPBNFinancial Services945,430$64.8M2.96%
ELEMENT SOLUTIONS INCESIBasic Materials2,546,952$64.1M2.92%
MSC INDUSTRIAL DIRECT CO INCMSMIndustrials625,003$57.6M2.63%
SS&C TECHNOLOGIES HOLDINGS INCSSNCTechnology622,886$55.3M2.52%
GARRETT MOTION INCGTXConsumer Cyclical3,779,251$51.5M2.35%
NICE LTDNICETechnology313,680$45.4M2.07%
DIGITALBRIDGE GROUP INCDBRGReal Estate3,777,363$44.2M2.02%
CGI INCGIB/ATechnology482,207$43.0M1.96%
ONESPAWORLD HOLDINGS LTDOSWConsumer Cyclical1,936,994$40.9M1.87%
HANESBRANDS INCHBIConsumer Cyclical6,190,807$40.8M1.86%
KEMPER CORPKMPRFinancial Services788,567$40.7M1.85%
LKQ CORPLKQConsumer Cyclical1,313,761$40.1M1.83%
FEDEX CORPFDXIndustrials169,539$40.0M1.82%
WILLIS TOWERS WATSON PLCWTWFinancial Services104,748$36.2M1.65%
FIRSTCASH HOLDINGS INCFCFSFinancial Services188,678$29.9M1.36%