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NEW SOUTH CAPITAL MANAGEMENT INC

CIK 1044797 · 2024-Q4 · 2 filing(s) · prev: 2024-Q3

Total Portfolio Value

$2.4T

Positions

94

1 exited vs prev quarter

Latest Filing

2024-Q4

Due Diligence Score

Institutional quality assessment based on 13F data

F

33 / 100

Filing Longevity3/30

2 quarters of history

Portfolio Breadth2/25

65 positions

Equity Purity20/20

0 options positions (0.0%)

Concentration Balance8/25

Top-5 = 33.9% of portfolio

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AI Portfolio Analysis

Claude-powered institutional analyst commentary

Portfolio Profile

Relative positioning across key dimensions (0–100)

Top Holdings by Value

Top 30 positions by value

#IssuerClassCUSIPValueShares% PortfolioType
1
Vertiv Holdings LLC
COM92537N108$231.9B2,040,8999.77%EQ
2
AutoZone Inc.
COM053332102$169.1B52,8237.13%EQ
3
Zebra Technologies Corp. Cl A
COM989207105$166.0B429,7316.99%EQ
4
Wesco Intl Inc.
COM95082P105$122.3B675,7665.15%EQ
5
Fiserv Inc.
COM337738108$116.4B566,7544.91%EQ
6
Thermo Fisher Scientific Inc.
COM883556102$81.2B156,0543.42%EQ
7
Royalty Pharma PLC
COMG7709Q104$75.4B2,957,1253.18%EQ
8
Open Text Corp.
COM683715106$69.2B2,442,4502.91%EQ
9
CGI Inc.
COM12532H104$66.5B608,6312.80%EQ
10
Euronet Worldwide Inc.
COM298736109$62.9B611,5432.65%EQ
11
Brookfield Corp.
COM11271J107$60.1B1,045,3312.53%EQ
12
Hanesbrands Inc.
COM410345102$56.3B6,913,8262.37%EQ
13
Kemper Corp.
COM488401100$55.4B833,3142.33%EQ
14
NEWNice Ltd Sponsored ADR
COM653656108$55.0B323,7182.32%EQ
15
SS&C Technologies Hldgs
COM78467J100$52.9B698,6082.23%EQ
16
MSC Industrial Direct Co-A
COM553530106$50.8B680,7352.14%EQ
17
FedEx Corp.
COM31428X106$48.3B171,5382.03%EQ
18
EnerSys Inc.
COM29275Y102$47.3B512,1931.99%EQ
19
OneSpaWorld Holdings Ltd
COMP73684113$45.1B2,266,9081.90%EQ
20
DigitalBridge Group Inc.
COM25401T603$44.0B3,904,4411.86%EQ
21
Howard Hughes Holdings Inc.
COM44267T102$44.0B571,7931.85%EQ
22
LKQ Corp.
COM501889208$43.6B1,186,7851.84%EQ
23
TreeHouse Foods Inc.
COM89469A104$43.2B1,229,4211.82%EQ
24
Element Solutions Inc.
COM28618M106$43.0B1,691,7101.81%EQ
25
Warner Bros. Discovery Inc.
COM934423104$36.2B3,428,8891.53%EQ
26
Willis Towers Watson PLC
COMG96629103$36.0B114,9761.52%EQ
27
Marriott Vacations Worldwide C
COM57164Y107$31.9B355,2701.34%EQ
28
Avantor Inc.
COM05352A100$27.7B1,314,1791.17%EQ
29
Kforce Inc.
COM493732101$25.6B450,6741.08%EQ
30
Rush Enterprises Inc. Class A
COM781846209$24.5B447,1951.03%EQ
31
FMC Corp.
COM302491303$24.2B497,6101.02%EQ
32
ASGN Inc.
COM00191U102$24.0B287,7451.01%EQ
33
International Money Express In
COM46005L101$21.6B1,038,3550.91%EQ
34
Garrett Motion Inc.
COM366505105$20.8B2,307,1270.88%EQ
35
Thermon Group Holding Inc.
COM88362T103$17.5B607,1630.74%EQ
36
Stanley Black & Decker
COM854502101$17.3B215,4890.73%EQ
37
FirstCash Holdings Inc.
COM33768G107$16.7B161,4280.70%EQ
38
iShares - Russell Mid Cap
MF464287499$13.9B157,2250.59%EQ
39
Hologic Inc.
COM436440101$13.4B185,2880.56%EQ
40
AMN Healthcare Services
COM001744101$11.9B497,0040.50%EQ
41
NEWPlaya Hotels & Resorts
COMN70544106$10.4B821,0950.44%EQ
42
Ares Capital Corp.
COM04010L103$10.4B473,6460.44%EQ
43
NEWBrookfield Renewable Corp.
COM11285B108$10.3B373,2040.43%EQ
44
Amerisafe Inc.
COM03071H100$8.8B170,7100.37%EQ
45
Fidelity Natl Info Services
COM31620M106$8.0B99,1250.34%EQ
46
NV5 Global Inc.
COM62945V109$7.6B402,4680.32%EQ
47
UniFirst Corp.
COM904708104$7.6B44,2820.32%EQ
48
Shoe Carnival Inc.
COM824889109$7.3B220,1530.31%EQ
49
Hudson Technologies Inc
COM444144109$6.9B1,230,0700.29%EQ
50
Wex Inc.
COM96208T104$6.3B35,7010.26%EQ
51
Upland Software Inc.
COM91544A109$5.3B1,219,8160.22%EQ
52
Brookfield Asset Management Lt
COM113004105$4.7B86,6290.20%EQ
53
iShares - Russell 2000 Value
MF464287630$4.3B26,3900.18%EQ
54
Vertiv Holdings LLC
COM92537N108$4.0B34,8500.17%EQ
55
NEWConsensus Cloud Solutions Inc.
COM20848V105$3.8B160,7170.16%EQ
56
Wesco Intl Inc.
COM95082P105$3.6B19,8320.15%EQ
57
iShares Short-Term Corporate B
MF464288646$3.5B67,3280.15%EQ
58
OneSpaWorld Holdings Ltd
COMP73684113$3.5B173,8700.15%EQ
59
Zebra Technologies Corp. Cl A
COM989207105$2.8B7,2890.12%EQ
60
Rush Enterprises Inc. Class A
COM781846209$2.4B43,5490.10%EQ
61
Kemper Corp.
COM488401100$2.2B32,8810.09%EQ
62
iShares - Dow Jones Select Div
MF464287168$2.1B15,6800.09%EQ
63
EnerSys Inc.
COM29275Y102$2.0B22,1140.09%EQ
64
Element Solutions Inc.
COM28618M106$2.0B78,3030.08%EQ
65
Amdocs LTD
COMG02602103$2.0B23,2640.08%EQ
66
International Money Express In
COM46005L101$2.0B93,7520.08%EQ
67
Garrett Motion Inc.
COM366505105$1.9B211,7460.08%EQ
68
Invesco Floating Rate ESG Fund
MF00141A420$1.8B271,1980.08%EQ
69
Hanesbrands Inc.
COM410345102$1.8B219,7210.08%EQ
70
DigitalBridge Group Inc.
COM25401T603$1.7B150,7910.07%EQ
71
Thermon Group Holding Inc.
COM88362T103$1.7B57,7120.07%EQ
72
FirstCash Holdings Inc.
COM33768G107$1.6B15,6260.07%EQ
73
Kforce Inc.
COM493732101$1.6B28,4380.07%EQ
74
Sirius XM Holdings Inc.
COM829933100$1.5B66,5760.06%EQ
75
Marriott Vacations Worldwide C
COM57164Y107$1.1B12,7040.05%EQ
76
MSC Industrial Direct Co-A
COM553530106$1.1B14,8380.05%EQ
77
Howard Hughes Holdings Inc.
COM44267T102$1.0B13,4300.04%EQ
78
TreeHouse Foods Inc.
COM89469A104$1.0B29,3960.04%EQ
79
NEWPlaya Hotels & Resorts
COMN70544106$987.3M78,0450.04%EQ
80
Ares Capital Corp.
COM04010L103$950.7M43,4320.04%EQ
81
Amerisafe Inc.
COM03071H100$845.0M16,3950.04%EQ
82
iShares - Barclays 1-3 Yr US T
MF464287457$771.0M9,4050.03%EQ
83
UniFirst Corp.
COM904708104$742.0M4,3370.03%EQ
84
NV5 Global Inc.
COM62945V109$737.8M39,1610.03%EQ
85
Shoe Carnival Inc.
COM824889109$703.2M21,2590.03%EQ
86
Hudson Technologies Inc
COM444144109$511.4M91,6470.02%EQ
87
Upland Software Inc.
COM91544A109$438.2M100,9690.02%EQ
88
Bristol-Myers Squibb Co.
COM110122108$406.6M7,1890.02%EQ
89
NEWConsensus Cloud Solutions Inc.
COM20848V105$388.4M16,2770.02%EQ
90
AMN Healthcare Services
COM001744101$372.8M15,5840.02%EQ
91
International Business Machine
COM459200101$329.7M1,5000.01%EQ
92
Kinder Morgan Inc
COM49456B101$264.2M9,6410.01%EQ
93
Brookfield Infrast Partners LP
COMG16252101$246.4M7,7500.01%EQ
94
First Horizon Corp.
COM320517105$203.8M10,1170.01%EQ
Fund Intelligence | Institutional Investment Analytics