NSCM
EFOR

New South Capital Management’s Everforth Inc EFOR Stock Holding History

New South Capital Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-635,011
Closed -$30.6M – 53
2025
Q4 		$30.6M Buy
635,011
+178,895
+39% +$8.25M 1.41% 26
2025
Q3 		$21.6M Buy
456,116
+143,696
+46% +$7.33M 0.98% 28
2025
Q2 		$15.6M Buy
312,420
+38,650
+14% +$2.11M 0.76% 32
2025
Q1 		$17.3M Sell
273,770
-13,975
-5% -$1.08M 0.83% 34
2024
Q4 		$24M Sell
287,745
-9,929
-3% -$907K 1.01% 32
2024
Q3 		$27.8M Sell
297,674
-5,610
-2% -$520K 1.14% 30
2024
Q2 		$26.7M Buy
303,284
+1,119
+0.4% +$107K 1.2% 31
2024
Q1 		$31.7M Sell
302,165
-6,885
-2% -$666K 1.33% 30
2023
Q4 		$29.7M Sell
309,050
-12,770
-4% -$1.12M 1.3% 28
2023
Q3 		$26.3M Buy
321,820
+35,918
+13% +$2.86M 1.26% 27
2023
Q2 		$21.6M Buy
285,902
+62,784
+28% +$4.51M 0.96% 32
2023
Q1 		$18.4M Sell
223,118
-5,662
-2% -$491K 0.84% 34
2022
Q4 		$18.6M Buy
+228,780
New +$20.1M 0.86% 37

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

New South Capital Management's EFOR Position: Q1 2026 in Review

New South Capital Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 635,011 shares — an estimated $30.6M sold.

New South Capital Management first reported a position in EFOR in Q4 2022 and held it in 13 quarters. The position peaked at $31.7M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • New South Capital Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • New South Capital Management sold 635,011 Everforth Inc shares in Q1 2026, an estimated $30.6M.
  • New South Capital Management first reported a position in Everforth Inc in Q4 2022 and held it in 13 quarters.
  • New South Capital Management's Everforth Inc position peaked at $31.7M in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on New South Capital Management's 13F filing for Q1 2026, filed 13 May 2026.