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Portfolio (Quarterly) Guide ↗

NEW SOUTH CAPITAL MANAGEMENT INC

· CIK 0001044797
13F Portfolio $2.1B AUM 75 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 7 Added 36 Reduced 7 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FCFS Firstcash Holdings Inc Financial Services 179,486.0 $33.7M 1.62% -4K -2.3% $188.00 +20.4%
22 CCS Century Communities Inc. Consumer Cyclical 576,457.0 $33.1M 1.58% -33K -5.4% $57.38 -8.6%
23 LKQ LKQ Corporation Consumer Cyclical 1,062,722.0 $31.2M 1.50% -158K -13.0% $29.37 -8.5%
24 WTW Willis Towers Watson Public Limited Company Financial Services 101,926.0 $29.6M 1.42% -2K -1.9% $290.70 -12.6%
25 THR Thermon Group Holdings Inc Industrials 458,387.0 $23.1M 1.11% -16K -3.4% $50.40 +29.8%
26 RUSHA Rush Enterprises Inc. Consumer Cyclical 337,828.0 $22.3M 1.07% -13K -3.7% $66.11 +5.8%
27 KMPR Kemper Corporation Financial Services 687,261.0 $21.0M 1.01% -86K -11.1% $30.56 -2.9%
28 BEPC Brookfield Renewable Corporation Utilities 485,184.0 $19.3M 0.93% -123K -20.2% $39.83 -5.5%
29 KFRC Kforce Inc Industrials 627,606.0 $18.4M 0.88% -70K -10.1% $29.24 +40.6%
30 AVTR Avantor Inc Healthcare 1,563,307.0 $12.3M 0.59% -249K -13.7% $7.84 +0.4%
31 UNF Unifirst Corp Industrials 33,408.0 $8.4M 0.40% -1K -3.5% $251.59 +5.1%
32 HDSN Hudson Technologes Inc Basic Materials 1,241,223.0 $7.3M 0.35% -42K -3.3% $5.88 -12.1%
33 ARCC Ares Capital Corp. Financial Services 360,970.0 $6.5M 0.31% -12K -3.2% $18.02 +4.0%
34 AMSF Amerisafe Inc. Financial Services 123,643.0 $4.1M 0.20% -6K -5.0% $33.33 -6.1%
35 Brookfield Asset Management Ltd 70,669.0 $3.1M 0.15% -7K -9.5% $44.45
36 IWR iShares - Russell Mid Cap 11,630.0 $1.1M 0.05% -14K -54.9% $97.23 +8.0%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 36.0%
Consumer Cyclical 21.3%
Technology 19.2%
Healthcare 10.4%
Financial Services 7.6%
Basic Materials 4.6%
Utilities 1.0%