- New Purchases: AMN,
- Added Positions: VSAT, VRT, UPLD, ENS, DISCK, AQUA, AJRD, STAY, FLS,
- Reduced Positions: ZBRA, TMO, OTEX, AZO, FISV, BAM, FMC, FDX, LSXMK, SWK, AVTR, NLSN, MSM, DISH, TGNA, XYL, GIB, SCI, HBI, LKQ, DOX, RUSHA, WLTW, HHC, KMPR, SSNC, IGSB, DORM, BMY,
- Sold Out: QRTEA, IWS, CXW,
For the details of NEW SOUTH CAPITAL MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/new+south+capital+management+inc/current-portfolio/portfolio
These are the top 5 holdings of NEW SOUTH CAPITAL MANAGEMENT INC- Zebra Technologies Corp (ZBRA) - 744,034 shares, 7.13% of the total portfolio. Shares reduced by 14.57%
- Vertiv Holdings Co (VRT) - 9,254,148 shares, 6.09% of the total portfolio. Shares added by 3.62%
- AutoZone Inc (AZO) - 123,390 shares, 5.52% of the total portfolio. Shares reduced by 14.59%
- Open Text Corp (OTEX) - 3,317,767 shares, 5.32% of the total portfolio. Shares reduced by 14.5%
- Thermo Fisher Scientific Inc (TMO) - 269,760 shares, 4.52% of the total portfolio. Shares reduced by 22.67%
New South Capital Management Inc initiated holding in AMN Healthcare Services Inc. The purchase prices were between $42.52 and $58.64, with an estimated average price of $52.54. The stock is now traded at around $62.23. The impact to a portfolio due to this purchase was 0.55%. The holding were 246,769 shares as of .
Added: Viasat Inc (VSAT)New South Capital Management Inc added to a holding in Viasat Inc by 43.12%. The purchase prices were between $32.62 and $42.1, with an estimated average price of $37.81. The stock is now traded at around $34.59. The impact to a portfolio due to this purchase was 1.01%. The holding were 2,561,068 shares as of .
Added: Discovery Inc (DISCK)New South Capital Management Inc added to a holding in Discovery Inc by 62.79%. The purchase prices were between $17.25 and $22.13, with an estimated average price of $19.75. The stock is now traded at around $20.90. The impact to a portfolio due to this purchase was 0.06%. The holding were 216,951 shares as of .
Sold Out: Qurate Retail Inc (QRTEA)New South Capital Management Inc sold out a holding in Qurate Retail Inc. The sale prices were between $6.16 and $11.55, with an estimated average price of $9.72.
Sold Out: ISHARES TRUST (IWS)New South Capital Management Inc sold out a holding in ISHARES TRUST. The sale prices were between $74.39 and $84.61, with an estimated average price of $80.56.
Sold Out: CoreCivic Inc (CXW)New South Capital Management Inc sold out a holding in CoreCivic Inc. The sale prices were between $8 and $10.05, with an estimated average price of $9.1.
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