NEW SOUTH CAPITAL MANAGEMENT INC — 13F holdings

NEW SOUTH CAPITAL MANAGEMENT INC reported 72 holdings worth $2.28B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. VRT VERTIV HOLDINGS CO — $252M (11.0%)
2. WCC WESCO INTL INC — $177M (7.8%)
3. ENS ENERSYS — $172M (7.5%)
4. RPRX ROYALTY PHARMA PLC — $134M (5.9%)
5. AZO AUTOZONE INC — $121M (5.3%)
6. ESI ELEMENT SOLUTIONS INC — $109M (4.8%)
7. ZBRA ZEBRA TECHNOLOGIES CORPORATI — $109M (4.8%)
8. GTX GARRETT MOTION INC — $105M (4.6%)
9. VAC MARRIOTT VACATIONS WORLDWIDE — $97.1M (4.3%)
10. TMO THERMO FISHER SCIENTIFIC INC — $78.1M (3.4%)