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NEW SOUTH CAPITAL MANAGEMENT INC

Q2 2025 · Filed 2025-08-13
Market Value
$2.1B
-0.4%
Holdings
61
-2
New Purchases
0
Added To
12
Closed
6
Reduced
39
Top 10 Concentration
53.3%
Turnover
9.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VRT 11.48% 7.37% +4.11% $236M
ESI 2.77% 1.82% +0.94% $57M
WCC 5.63% 4.93% +0.71% $116M
ENS 2.91% 2.23% +0.68% $60M
RPRX 5.05% 4.38% +0.67% $104M
OTEX 3.31% 2.93% +0.39% $68M
BN 2.83% 2.46% +0.37% $58M
ZBRA 5.97% 5.64% +0.33% $123M
GTX 1.93% 1.69% +0.25% $40M
0YY7.L 1.90% 1.70% +0.20% $39M
NICE 2.51% 2.32% +0.19% $52M
EEFT 3.51% 3.35% +0.16% $72M
BEPC 0.97% 0.83% +0.14% $20M
OSW 1.94% 1.81% +0.13% $40M
MSM 2.59% 2.46% +0.13% $53M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WBD 0.00% 1.76% -1.76% $0
HHH 0.00% 1.74% -1.74% $0
FI 4.09% 5.34% -1.25% $84M
TMO 2.97% 3.67% -0.70% $61M
THS 0.40% 1.07% -0.67% $8M
HBI 1.38% 1.85% -0.47% $28M
GIB 2.45% 2.81% -0.36% $51M
AZO 8.36% 8.70% -0.34% $172M
LKQ 2.35% 2.67% -0.32% $48M
AVTR 1.18% 1.40% -0.22% $24M
KMPR 2.43% 2.64% -0.21% $50M
RUSHA 0.92% 1.13% -0.20% $19M
IMXI 0.42% 0.61% -0.20% $9M
WTW 1.59% 1.79% -0.20% $33M
AMN 0.55% 0.69% -0.14% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $442K 0.0%
Large Cap 25 $1.2B 57.0%
Mid Cap 22 $697M 33.9%
Small Cap 11 $174M 8.5%
Micro Cap 2 $13M 0.6%

Portfolio Analytics

Avg Market Cap
$25.1B
Median Market Cap
$6.9B
Avg P/E
25.6
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
56
# ETFs / Funds
5

Top Holdings (61 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VRT 11.48% 1,840,894 $236M $128.41 $84M -269,498 -12.8%
2 AZO 8.36% 46,348 $172M $3,712.23 -$8M -840 -1.8%
3 ZBRA 5.97% 398,811 $123M $308.36 $6M -14,213 -3.4%
4 WCC 5.63% 626,449 $116M $185.20 $14M -29,964 -4.6%
5 RPRX 5.05% 2,886,569 $104M $36.03 $13M -20,900 -0.7%
6 FI 4.09% 488,082 $84M $172.41 -$26M -11,663 -2.3%
7 EEFT 3.51% 711,887 $72M $101.38 $3M +64,077 +9.9%
8 OTEX 3.31% 2,336,575 $68M $29.20 $8M -60,837 -2.5%
9 TMO 2.97% 150,703 $61M $405.46 -$15M -1,660 -1.1%
10 ENS 2.91% 699,333 $60M $85.77 $14M +195,324 +38.8%
11 BN 2.83% 943,194 $58M $61.85 $7M -27,616 -2.8%
12 ESI 2.77% 2,514,351 $57M $22.65 $19M +846,775 +50.8%
13 SSNC 2.64% 656,859 $54M $82.80 -$472K +88 +0.0%
14 MSM 2.59% 626,956 $53M $85.02 $2M -28,028 -4.3%
15 NICE 2.51% 306,219 $52M $168.91 $4M -5,195 -1.7%
16 GIB 2.45% 482,005 $51M $104.83 -$8M -100,333 -17.2%
17 KMPR 2.43% 774,933 $50M $64.54 -$5M -41,406 -5.1%
18 LKQ 2.35% 1,304,780 $48M $37.01 -$7M +6,718 +0.5%
19 OSW 1.94% 1,955,123 $40M $20.39 $3M -269,665 -12.1%
20 GTX 1.93% 3,789,378 $40M $10.51 $5M -374,955 -9.0%
21 0YY7.L 1.90% 3,785,985 $39M $10.35 $4M -210,700 -5.3%
22 FDX 1.87% 169,748 $39M $227.31 -$731K +8,468 +5.2%
23 WTW 1.59% 106,808 $33M $306.50 -$4M -2,451 -2.2%
24 HBI 1.38% 6,213,489 $28M $4.58 -$10M -412,335 -6.2%
25 FCFS 1.25% 190,294 $26M $135.14 -$288K -25,835 -11.9%
26 KFRC 1.20% 601,043 $25M $41.13 $2M +146,470 +32.2%
27 AVTR 1.18% 1,809,816 $24M $13.46 -$5M +25,165 +1.4%
28 VAC 1.17% 332,447 $24M $72.31 $1M -19,549 -5.5%
29 FMC 1.08% 533,233 $22M $41.75 -$775K -12,808 -2.4%
30 BEPC 0.97% 610,879 $20M $32.78 $3M -6,340 -1.0%
31 RUSHA 0.92% 369,216 $19M $51.51 -$4M -67,333 -15.4%
32 ASGN 0.76% 312,420 $16M $49.93 -$2M +38,650 +14.1%
33 THR 0.68% 499,635 $14M $28.08 -$2M -91,355 -15.5%
34 SCVL 0.63% 689,123 $13M $18.71 -$2M -10,701 -1.5%
35 SWK 0.62% 189,324 $13M $67.75 -$3M -12,685 -6.3%
36 AMN 0.55% 543,910 $11M $20.67 -$3M -35,490 -6.1%
37 HDSN 0.53% 1,350,943 $11M $8.12 $2M -132,776 -8.9%
38 HOLX 0.50% 157,835 $10M $65.16 $116K -6,790 -4.1%
39 IMXI 0.42% 852,037 $9M $10.09 -$4M -155,110 -15.4%
40 ARCC 0.42% 390,939 $9M $21.96 -$2M -70,864 -15.3%
41 THS 0.40% 423,214 $8M $19.42 -$14M -394,484 -48.2%
42 NVEE 0.37% 330,858 $8M $23.09 $97K -60,560 -15.5%
43 CCSI 0.35% 309,994 $7M $23.06 -$1M -44,247 -12.5%
44 UNF 0.33% 36,399 $7M $188.22 -$647K -6,695 -15.5%
45 AMSF 0.30% 140,160 $6M $43.73 -$3M -25,650 -15.5%
46 WEX 0.26% 36,286 $5M $146.89 -$246K +775 +2.2%
47 IWR 0.15% 33,730 $3M $91.97 $2M +24,200 +253.9%
48 IGSB 0.14% 55,525 $3M $52.76 -$507K -10,088 -15.4%
49 DVY 0.10% 15,680 $2M $132.81 -$23K
50 UPLD 0.09% 993,250 $2M $1.95 -$1M -183,690 -15.6%
51 IWN 0.07% 8,910 $1M $157.76 $478K +2,765 +45.0%
52 SHY 0.04% 9,125 $756K $82.86 -$22K -280 -3.0%
53 IBM 0.02% 1,500 $442K $294.78 $69K
54 BMY 0.02% 7,189 $333K $46.29 -$106K
55 FHN 0.01% 10,117 $214K $21.20 $18K
56 WBD —% -$36M -3,393,004 -100.0% SOLD
57 DOX —% -$2M -20,849 -100.0% SOLD
58 SIRI —% -$1M -48,603 -100.0% SOLD
59 HHH —% -$36M -485,201 -100.0% SOLD
60 BIP —% -$231K -7,750 -100.0% SOLD
61 KMI —% -$275K -9,641 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
HHH —%
KMI —%
BIP —%
SIRI —%
WBD —%
DOX —%
View SEC EDGAR Filings for NEW SOUTH CAPITAL MANAGEMENT INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms