StockDriftsStockDriftsTop 49 New South Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | Vertiv Holdings Co | 11.73% | 977.2K | $244.9M | -29.39%(-406.70K) | $20.70(+1351.63%) | 2026-03-31 | |
| WCC | Wesco International, Inc. | 7.3% | 557.1K | $152.4M | -9.81%(-60.61K) | $84.58(+264.03%) | 2026-03-31 | |
| ENS | EnerSys | 6.54% | 785.2K | $136.4M | -7.42%(-62.95K) | $78.71(+162.57%) | 2026-03-31 | |
| AZO | Autozone, Inc. | 6.44% | 39.8K | $134.3M | -9.81%(-4.33K) | $430.18(+634.41%) | 2026-03-31 | |
| RPRX | Royalty Pharma PLC | 6.04% | 2.63M | $126.0M | -10.34%(-302.92K) | $28.62(+101.87%) | 2026-03-31 | |
| ESI | Element Solutions Inc. | 3.96% | 2.42M | $82.7M | -3.74%(-94.13K) | $19.41(+124.87%) | 2026-03-31 | |
| ZBRA | Zebra Technologies Corporation | 3.62% | 361.2K | $75.5M | -7.32%(-28.52K) | $86.54(+208.72%) | 2026-03-31 | |
| TMO | Thermo Fisher Scientific Inc | 3.16% | 134.3K | $66.0M | -8.33%(-12.20K) | $78.04(+570.74%) | 2026-03-31 | |
| DBRG | DigitalBridge Group Inc | 2.92% | 3.95M | $61.0M | -13.53%(-618.60K) | $14.87(+6.10%) | 2026-03-31 | |
| GTX | Garrett Motion Inc | 2.87% | 3.30M | $60.0M | -11.00%(-407.97K) | $7.94(+299.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.90% | +2.72% |
| Top 20 Holdings Unweighted | -0.92% | -2.73% |
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