The Analysis of NEW SOUTH CAPITAL MANAGEMENT INC's Holdings
Currently, NEW SOUTH CAPITAL MANAGEMENT INC holds 56 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in GIL (+685.4K shares, valued at $42.8M), WEX (+231.2K shares, valued at $34.4M), CCS (+451.2K shares, valued at $26.8M); decreased their positions in VRT (-298.5K shares, valued at $48.4M), EEFT (-140.2K shares, valued at $10.7M), NICE (-66.3K shares, valued at $7.5M); initiated new positions in GIL (+685.4K shares, valued at $42.8M), N/A (+1.6K shares, valued at $1.1M), SMMD (+11.8K shares, valued at $886.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VRT Vertiv Holdings Co1.4M shares-17.74%2025-12-312026-02-12
WCC Wesco International, Inc.617.7K shares-0.91%2025-12-312026-02-12 AZO Autozone, Inc.44.1K shares-1.55%2025-12-312026-02-12 ENS EnerSys848.1K shares-1.11%2025-12-312026-02-12 RPRX Royalty Pharma PLC2.9M shares0.36%2025-12-312026-02-12 ZBRA Zebra Technologies Corporation389.7K shares-1.11%2025-12-312026-02-12 TMO Thermo Fisher Scientific Inc146.5K shares-1.24%2025-12-312026-02-12 OTEX Open Text Corp2.3M shares-0.81%2025-12-312026-02-12 BN Brookfield Corp.1.4M shares49.83%2025-12-312026-02-12 GTX Garrett Motion Inc3.7M shares-1.88%2025-12-312026-02-12 ESI Element Solutions Inc.2.5M shares-1.21%2025-12-312026-02-12 FI Fiserv Inc.881.5K shares73.53%2025-12-312026-02-12 SSNC SS&C Technologies Holdings Inc.625.3K shares0.39%2025-12-312026-02-12 EEFT Euronet Worldwide, Inc.713.3K shares-16.43%2025-12-312026-02-12 MSM MSC Industrial Direct Co Inc.621.9K shares-0.50%2025-12-312026-02-12 FDX FedEx Corporation168.2K shares-0.79%2025-12-312026-02-12 GIB CGI Inc500.4K shares3.77%2025-12-312026-02-12 GIL Gildan Activewear Inc.685.4K sharesnew addition2025-12-312026-02-12 WEX WEX Inc268.0K shares627.04%2025-12-312026-02-12 OSW OneSpaWorld Holdings Ltd.1.8M shares-4.56%2025-12-312026-02-12 LKQ LKQ Corporation1.2M shares-7.05%2025-12-312026-02-12 CCS Century Communities Inc.609.4K shares285.13%2025-12-312026-02-12 WTW Willis Towers Watson Public Limited Company103.9K shares-0.84%2025-12-312026-02-12 KMPR Kemper Corporation773.5K shares-1.92%2025-12-312026-02-12 ASGN Asgn Incorporated635.0K shares39.22%2025-12-312026-02-12 FCFS Firstcash Holdings Inc183.6K shares-2.67%2025-12-312026-02-12 NICE Nice Limited247.4K shares-21.12%2025-12-312026-02-12 VAC Marriott Vacations Worldwide Corp382.9K shares15.07%2025-12-312026-02-12 KFRC Kforce Inc697.9K shares-1.64%2025-12-312026-02-12 AVTR Avantor Inc1.8M shares-1.00%2025-12-312026-02-12 RUSHA Rush Enterprises Inc.350.8K shares-3.83%2025-12-312026-02-12 THR Thermon Group Holdings Inc474.6K shares-3.85%2025-12-312026-02-12 SCVL Shoe Carnival Inc744.5K shares10.29%2025-12-312026-02-12 HOLX Hologic Inc161.2K shares-0.43%2025-12-312026-02-12 CCSI Consensus Cloud Solutions Inc.470.5K shares9.52%2025-12-312026-02-12 HDSN Hudson Technologes Inc1.3M shares-3.81%2025-12-312026-02-12 THS TreeHouse Foods, Inc.361.3K shares-11.74%2025-12-312026-02-12 ARCC Ares Capital Corp.373.1K shares-3.49%2025-12-312026-02-12 UNF Unifirst Corp34.6K shares-3.69%2025-12-312026-02-12 AMSF Amerisafe Inc.130.1K shares-4.31%2025-12-312026-02-12 IGSB iShares Short-Term Corporate Bond ETF57.2K shares0.00%2025-12-312026-02-12 IWR iShares - Russell Mid Cap25.8K shares-23.51%2025-12-312026-02-12 DVY iShares - Dow Jones Select Dividend15.7K shares0.00%2025-12-312026-02-12 AMN AMN Healthcare Services Inc128.7K shares-76.19%2025-12-312026-02-12 IWN iShares - Russell 2000 Value9.9K shares417.80%2025-12-312026-02-12 UPLD Upland Software Inc887.1K shares-8.10%2025-12-312026-02-12 SMMD iShares Russell 2500 ETF11.8K sharesnew addition2025-12-312026-02-12 SHY iShares - Barclays 1-3 Yr US Treasury ETF9.1K shares0.00%2025-12-312026-02-12 IBM International Business Machines Corp.1.5K shares0.00%2025-12-312026-02-12 BMY Bristol-Myers Squibb Company7.2K shares0.00%2025-12-312026-02-12 FHN First Horizon Corporation10.1K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available