New South Capital Management Inc - Q22026 Holdings

New South Capital Management Inc holds 48 stocks with a total portfolio value of $ 2.28B as of Q22026. In Q22026, New South Capital Management Inc added 2 new positions, increased stakes in 13 stocks, reduced 28 holdings, and fully exited 5 positions. The largest holding is Vertiv Holdings Co (VRT), representing 11.03% of the total portfolio.