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
Q2 		$14.2M Buy
+792,624
New +$19.4M 0.62% 35
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

New South Capital Management's EFOR Position: Q2 2026 in Review

New South Capital Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 792,624 shares worth $14.2M. The stake represents 0.62% of the portfolio and ranks #35 among its holdings. This is a return to the name: New South Capital Management previously reported a position in EFOR as recently as Q4 2025.

New South Capital Management first reported a position in EFOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.7M in Q1 2024. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • New South Capital Management held 792,624 shares of Everforth Inc worth $14.2M as of Q2 2026.
  • Everforth Inc was a new New South Capital Management position in Q2 2026.
  • Everforth Inc made up 0.62% of New South Capital Management's portfolio in Q2 2026, its #35 holding.
  • New South Capital Management first reported a position in Everforth Inc in Q4 2022 and has held it in 14 quarters since.
  • New South Capital Management's Everforth Inc position peaked at $31.7M in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on New South Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.