New South Capital Management Inc.
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$2.1B
Holdings
50
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VRT
Vertiv Holdings Co
Q4 2024: New position (69.7k shares)
12.0%
02
$WCC
Wesco International, Inc.
Q4 2024: New position (39.7k shares)
7.5%
03
$ENS
EnerSys
Q1 2025: Sold 3.2% (44.2k → 42.8k shares)
6.7%
04
$AZO
Autozone, Inc.
Q1 2025: Sold 10.7% (52.8k → 47.2k shares)
6.6%
05
$RPRX
Royalty Pharma PLC
Q1 2025: Sold 1.7% (2.96M → 2.91M shares)
6.2%
06
$ESI
Element Solutions Inc.
Q4 2024: New position (156.6k shares)
4.0%
07
$ZBRA
Zebra Technologies Corporation
Q1 2025: Sold 1.2% (14.6k → 14.4k shares)
3.7%
08
$TMO
Thermo Fisher Scientific Inc
Q1 2025: Sold 2.4% (156.1k → 152.4k shares)
3.2%
09
$DBRG
DigitalBridge Group Inc
Q1 2025: Increased +7.2% (301.6k → 323.2k shares)
3.0%
10
$GTX
Garrett Motion Inc
Q4 2024: New position (423.5k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.