New South Capital Management Inc - Q12026 Holdings

New South Capital Management Inc holds 51 stocks with a total portfolio value of $ 2.09B as of Q12026. In Q12026, New South Capital Management Inc added 0 new positions, increased stakes in 8 stocks, reduced 38 holdings, and fully exited 5 positions. The largest holding is Vertiv Holdings Co (VRT), representing 11.73% of the total portfolio.