NEW SOUTH CAPITAL MANAGEMENT INC

$2.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1044797 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$2.1B
ALL retained default holdings for this (filer, period), including NULL-value ones
75
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
2
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
7
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:16193 · issuer key iss:1909 COMTRIM+$20.7M−406,698$224M$245M1,383,908977,210
position key pos:13559 · issuer key iss:1959 COMTRIM+$1.3M−60,614$151M$152M617,676557,062
position key pos:13869 · issuer key iss:657 COMTRIM+$11.9M−62,953$124M$136M848,114785,161
position key pos:14497 · issuer key iss:197 COMTRIM−$15.2M−4,326$150M$134M44,09739,771
position key pos:18031 · issuer key iss:2202 COMTRIM+$12.8M−302,915$113M$126M2,928,7782,625,863
position key pos:18119 · issuer key iss:641 COMTRIM+$19.8M−94,127$62.9M$82.7M2,516,0852,421,958
position key pos:16190 · issuer key iss:2005 COMTRIM−$19.1M−28,525$94.6M$75.5M389,744361,219
position key pos:15125 · issuer key iss:1798 COMTRIM−$18.9M−12,204$84.9M$66.0M146,458134,254
position key pos:17705 · issuer key iss:583 COMTRIM−$9.2M−618,603$70.1M$61.0M4,571,7973,953,194
position key pos:13706 · issuer key iss:804 COMTRIM−$4.7M−407,973$64.6M$60.0M3,708,2773,300,304
position key pos:17674 · issuer key iss:728 COMTRIM+$8.7M−7,419$48.6M$57.3M168,207160,788
position key pos:14637 · issuer key iss:326 COMTRIM−$10.2M−61,753$65.0M$54.8M1,416,5311,354,778
position key pos:14100 · issuer key iss:1160 COMTRIM+$1.1M−43,147$52.3M$53.4M621,898578,751
position key pos:11867 · issuer key iss:1186 COMADD+$28.3M+390,867$22.1M$50.4M382,869773,736
position key pos:11822 · issuer key iss:1367 COMTRIM−$26.9M−129,535$75.7M$48.8M2,324,8992,195,364
position key pos:12697 · issuer key iss:692 COMTRIM−$7.9M−13,952$54.3M$46.4M713,325699,373
position key pos:14143 · issuer key iss:748 COMTRIM−$13.4M−60,915$59.2M$45.8M881,522820,607
position key sid:sec:prov:4994e26ecf3c5fa83ff3e0780bfd74bf · issuer key cusip6:P73684 COMTRIM+$2.6M−65,030$38.3M$40.9M1,848,6691,783,639
position key pos:10891 · issuer key iss:353 COMADD−$7.1M+34,091$46.2M$39.1M500,397534,488
position key pos:15337 · issuer key iss:1966 COMTRIM−$1.9M−19,260$39.9M$38.1M268,023248,763
position key pos:10144 · issuer key iss:1603 COMTRIM−$16.7M−62,903$54.7M$38.0M625,340562,437
position key pos:12154 · issuer key iss:822 COMTRIM−$8.1M−60,837$42.8M$34.8M685,415624,578
position key cusip:00191U10C · issuer key cusip6:00191U COMNEW+$33.9M+876,108$0$33.9M—876,108
position key pos:18178 · issuer key iss:747 COMTRIM+$4.5M−4,145$29.3M$33.7M183,631179,486
position key pos:17022 · issuer key iss:427 COMTRIM−$3.1M−32,968$36.2M$33.1M609,425576,457
position key sid:sec:prov:deee04eb7ba65eeada490b07cf5a71db · issuer key cusip6:653656 ADRADD+$3.7M+39,925$28.0M$31.7M247,427287,352
position key pos:16976 · issuer key iss:1084 COMTRIM−$5.7M−158,397$36.9M$31.2M1,221,1191,062,722
position key pos:13728 · issuer key iss:2247 COMTRIM−$4.5M−1,937$34.1M$29.6M103,863101,926
position key sid:sec:prov:dc3adf0fd5cb09f56271b3a21f4b7d60 · issuer key cusip6:88362T COMTRIM+$5.5M−16,212$17.6M$23.1M474,599458,387
position key pos:17006 · issuer key iss:1582 COMTRIM+$3.4M−12,927$18.9M$22.3M350,755337,828
position key pos:15538 · issuer key iss:1050 COMTRIM−$10.4M−86,201$31.4M$21.0M773,462687,261
position key pos:14066 · issuer key iss:328 COMTRIM−$4.0M−122,880$23.3M$19.3M608,064485,184
position key pos:15796 · issuer key cusip6:493732 COMTRIM−$3.2M−70,289$21.6M$18.4M697,895627,606
position key sid:sec:prov:e01bf3734063948ed773916ce760a228 · issuer key cusip6:20848V COMADD+$3.6M+112,032$10.3M$13.8M470,453582,485
position key pos:14216 · issuer key iss:1711 COMADD−$488K+1,628$13.9M$13.4M187,569189,197
position key pos:15271 · issuer key iss:200 COMTRIM−$8.5M−248,580$20.8M$12.3M1,811,8871,563,307
position key sid:sec:prov:f3a54a5abcc88ba564faf4322c7cad19 · issuer key cusip6:824889 COMTRIM−$1.0M−3,206$12.6M$11.6M744,519741,313
position key cusip:43644010A · issuer key cusip6:436440 COMNEW+$10.9M+144,616$0$10.9M—144,616
position key pos:13973 · issuer key iss:1853 COMTRIM+$1.7M−1,216$6.7M$8.4M34,62433,408
position key sid:sec:prov:87cdae766b9389516c8e4ef34d9ad85c · issuer key cusip6:444144 COMTRIM−$1.5M−42,305$8.8M$7.3M1,283,5281,241,223
position key pos:11668 · issuer key iss:164 COMTRIM−$1.0M−12,088$7.5M$6.5M373,058360,970
position key sid:sec:prov:79cc4733137f0388d96660f7bb74a38b · issuer key cusip6:03071H COMTRIM−$875K−6,439$5.0M$4.1M130,082123,643
position key pos:10732 · issuer key iss:329 COMTRIM−$949K−7,396$4.1M$3.1M78,06570,669
position key pos:14231 · issuer key iss:1013 ETF - Fixed IncomeADD+$21.9K+765$3.0M$3.0M57,22557,990
position key pos:11296 · issuer key iss:1012 ETF - EquitiesADD+$1.1M+5,425$1.8M$2.9M9,89015,315
position key pos:16063 · issuer key iss:1012 ETF - EquitiesTRIM−$1.4M−14,170$2.5M$1.1M25,80011,630
pos:10366EXIT‡e−$2.0M−128,716$2.0M$0128,716—
pos:7180EXIT‡e−$1.1M−1,564$1.1M$01,564—
sid:sec:prov:5e061cf01f0216049e6a4dd081d0269eEXIT‡e−$886K−11,825$886K$011,825—
sid:sec:prov:69cc71b0cdeb3887410198ddddc6edd6EXIT‡e−$1.3M−887,094$1.3M$0887,094—
sid:sec:prov:6f1a668315727ea959755903278f2db1EXIT‡e−$30.6M−635,011$30.6M$0635,011—
sid:sec:prov:91d6849a98e3e9ee3b4349013a243cf4EXIT‡e−$12.0M−161,176$12.0M$0161,176—
sid:sec:prov:ff5274f4267e96984efc4b8bc8c2e0a4EXIT‡e−$8.5M−361,253$8.5M$0361,253—

Flags: no row carries a flag.

1–20 of the 53 changes on this page

Mark-to-market only (no share change) · 5

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:11901 · issuer key iss:1012 ETF - EquitiesNO CHANGE+$161K0$2.2M$2.4M15,68015,680
position key pos:13422 · issuer key iss:1012 ETF - Fixed IncomeNO CHANGE−$2.3K0$756K$753K9,1259,125
position key pos:15008 · issuer key iss:318 COMNO CHANGE+$48.2K0$388K$436K7,1897,189
position key pos:10136 · issuer key iss:990 COMNO CHANGE−$80.7K0$444K$364K1,5001,500
position key pos:17030 · issuer key iss:740 COMNO CHANGE−$11.5K0$242K$230K10,11710,117

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–48 of 48 issuers · $2.1B disclosed value over 75 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions NEW SOUTH CAPITAL MANAGEMENT INC reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
—Vertiv Holdings Co
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Vertiv Holdings Co, as it reported them
Vertiv Holdings Co · COM CUSIP — $243M970,755
Vertiv Holdings Co · COM CUSIP — $1.6M6,455
ticker not yet mapped
$245M977,21011.7%
—Wesco International, Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Wesco International, Inc., as it reported them
Wesco International, Inc. · COM CUSIP — $151M550,778
Wesco International, Inc. · COM CUSIP — $1.7M6,284
ticker not yet mapped
$152M557,0627.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EnerSys
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for EnerSys, as it reported them
EnerSys · COM CUSIP — $135M777,078
EnerSys · COM CUSIP — $1.4M8,083
$136M785,1616.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Autozone, Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$134M39,7716.4%
—Royalty Pharma PLC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$126M2,625,8636.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Element Solutions Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Element Solutions Inc., as it reported them
Element Solutions Inc. · COM CUSIP — $81.8M2,397,335
Element Solutions Inc. · COM CUSIP — $841K24,623
$82.7M2,421,9584.0%
—Zebra Technologies Corporation
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Zebra Technologies Corporation, as it reported them
Zebra Technologies Corporation · COM CUSIP — $75.0M358,886
Zebra Technologies Corporation · COM CUSIP — $488K2,333
ticker not yet mapped
$75.5M361,2193.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Thermo Fisher Scientific Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$66.0M134,2543.2%
—DigitalBridge Group Inc
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for DigitalBridge Group Inc, as it reported them
DigitalBridge Group Inc · COM CUSIP — $60.1M3,897,025
DigitalBridge Group Inc · COM CUSIP — $866K56,169
ticker not yet mapped
$61.0M3,953,1942.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Garrett Motion Inc
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Garrett Motion Inc, as it reported them
Garrett Motion Inc · COM CUSIP — $58.7M3,230,285
Garrett Motion Inc · COM CUSIP — $1.3M70,019
$60.0M3,300,3042.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)FedEx Corporation · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$57.3M160,7882.7%
—Brookfield Corp. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$54.8M1,354,7782.6%
—MSC Industrial Direct Co Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for MSC Industrial Direct Co Inc., as it reported them
MSC Industrial Direct Co Inc. · COM CUSIP — $53.0M574,075
MSC Industrial Direct Co Inc. · COM CUSIP — $431K4,676
ticker not yet mapped
$53.4M578,7512.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Marriott Vacations Worldwide Corp
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Marriott Vacations Worldwide Corp, as it reported them
Marriott Vacations Worldwide Corp · COM CUSIP — $49.8M765,236
Marriott Vacations Worldwide Corp · COM CUSIP — $554K8,500
$50.4M773,7362.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Open Text Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$48.8M2,195,3642.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Euronet Worldwide, Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Euronet Worldwide, Inc., as it reported them
Euronet Worldwide, Inc. · COM CUSIP — $46.0M692,505
Euronet Worldwide, Inc. · COM CUSIP — $456K6,868
$46.4M699,3732.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Fiserv Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$45.8M820,6072.2%
—OneSpaWorld Holdings Ltd.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for OneSpaWorld Holdings Ltd., as it reported them
OneSpaWorld Holdings Ltd. · COM CUSIP P73684113 $39.7M1,728,512
OneSpaWorld Holdings Ltd. · COM CUSIP P73684113 $1.3M55,127
ticker not yet mapped
$40.9M1,783,6392.0%
—CGI Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$39.1M534,4881.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WEX Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$38.1M248,7631.8%
—SS&C Technologies Holdings Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$38.0M562,4371.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Gildan Activewear Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Gildan Activewear Inc., as it reported them
Gildan Activewear Inc. · COM CUSIP — $34.3M616,582
Gildan Activewear Inc. · COM CUSIP — $445K7,996
$34.8M624,5781.7%
—Asgn Incorporated
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Asgn Incorporated, as it reported them
Asgn Incorporated · COM CUSIP 00191U10C $33.5M866,366
Asgn Incorporated · COM CUSIP 00191U10C $377K9,742
ticker not yet mapped
$33.9M876,1081.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Firstcash Holdings Inc
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Firstcash Holdings Inc, as it reported them
Firstcash Holdings Inc · COM CUSIP — $32.8M174,537
Firstcash Holdings Inc · COM CUSIP — $930K4,949
$33.7M179,4861.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Century Communities Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Century Communities Inc., as it reported them
Century Communities Inc. · COM CUSIP — $32.6M567,980
Century Communities Inc. · COM CUSIP — $486K8,477
$33.1M576,4571.6%
—Nice Limited · ADR CUSIP 653656108
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$31.7M287,3521.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LKQ Corporation · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$31.2M1,062,7221.5%
—Willis Towers Watson Public Limited Company · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$29.6M101,9261.4%
—Thermon Group Holdings Inc
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Thermon Group Holdings Inc, as it reported them
Thermon Group Holdings Inc · COM CUSIP 88362T103 $22.2M439,815
Thermon Group Holdings Inc · COM CUSIP 88362T103 $936K18,572
ticker not yet mapped
$23.1M458,3871.1%
—Rush Enterprises Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Rush Enterprises Inc., as it reported them
Rush Enterprises Inc. · COM CUSIP — $21.4M324,125
Rush Enterprises Inc. · COM CUSIP — $906K13,703
ticker not yet mapped
$22.3M337,8281.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Kemper Corporation
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Kemper Corporation, as it reported them
Kemper Corporation · COM CUSIP — $20.7M676,766
Kemper Corporation · COM CUSIP — $321K10,495
$21.0M687,2611.0%
—Brookfield Renewable Corporation · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$19.3M485,1840.9%
—Kforce Inc
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Kforce Inc, as it reported them
Kforce Inc · COM CUSIP — $18.0M615,737
Kforce Inc · COM CUSIP — $347K11,869
ticker not yet mapped
$18.4M627,6060.9%
—Consensus Cloud Solutions Inc.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Consensus Cloud Solutions Inc., as it reported them
Consensus Cloud Solutions Inc. · COM CUSIP 20848V105 $13.3M558,787
Consensus Cloud Solutions Inc. · COM CUSIP 20848V105 $563K23,698
ticker not yet mapped
$13.8M582,4850.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Stanley Black & Decker, Inc. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$13.4M189,1970.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Avantor Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$12.3M1,563,3070.6%
—Shoe Carnival Inc
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Shoe Carnival Inc, as it reported them
Shoe Carnival Inc · COM CUSIP 824889109 $11.1M711,113
Shoe Carnival Inc · COM CUSIP 824889109 $471K30,200
ticker not yet mapped
$11.6M741,3130.6%
—Hologic Inc · COM CUSIP 43644010A
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$10.9M144,6160.5%
—Unifirst Corp
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Unifirst Corp, as it reported them
Unifirst Corp · COM CUSIP — $8.1M32,057
Unifirst Corp · COM CUSIP — $340K1,351
ticker not yet mapped
$8.4M33,4080.4%
—Hudson Technologes Inc
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Hudson Technologes Inc, as it reported them
Hudson Technologes Inc · COM CUSIP 444144109 $7.0M1,190,029
Hudson Technologes Inc · COM CUSIP 444144109 $301K51,194
ticker not yet mapped
$7.3M1,241,2230.3%
—iShares - Russell 2000 Value
4 positions · 4 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for iShares - Russell 2000 Value, as it reported them
iShares - Russell 2000 Value · ETF - Equities CUSIP — $2.9M15,315
iShares - Dow Jones Select Dividend · ETF - Equities CUSIP — $2.4M15,680
iShares - Russell Mid Cap · ETF - Equities CUSIP — $1.1M11,630
iShares 1-3 Year Treasury Bond ETF · ETF - Fixed Income CUSIP — $753K9,125
ticker not yet mapped
$7.2M51,7500.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Ares Capital Corp.
1 position · 2 reported rows
Rows NEW SOUTH CAPITAL MANAGEMENT INC reported for Ares Capital Corp., as it reported them
Ares Capital Corp. · COM CUSIP — $6.3M347,303
Ares Capital Corp. · COM CUSIP — $246K13,667
$6.5M360,9700.3%
—Amerisafe Inc. · COM CUSIP 03071H100
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$4.1M123,6430.2%
—Brookfield Asset Management Ltd · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$3.1M70,6690.2%
—iShares 1-5 Year Investment Grade Corporate Bond ETF · ETF - Fixed Income CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$3.0M57,9900.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Bristol-Myers Squibb Company · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$436K7,1890.0%
—International Business Machines Corp. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
ticker not yet mapped
$364K1,5000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)First Horizon Corporation · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-13 +43d
$230K10,1170.0%

1–20 of 48 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

1–48 of 48 issuers · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
85.7%above median 80.0%
Concentration index
447 bpsabove median 446 bps
Positions with value
75 / 75median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 85.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 447 · QoQ moves: 58

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open NEW SOUTH CAPITAL MANAGEMENT INC's 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).