59 North Capital Management, LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$238.5B
Holdings
14
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GENNORTONLIFELOCK INC | 1,835,709 | $39.0B | 16.36% | |
| 2 | DECKDECKERS OUTDOOR CORP | 90,279 | $29.8B | 12.51% | |
| 3 | PRSUVIAD CORP | 543,308 | $22.7B | 9.51% | |
| 4 | AMHAMERICAN HOMES 4 RENT | 665,215 | $22.2B | 9.30% | |
| 5 | NWSANEWS CORP NEW | 765,802 | $19.5B | 8.16% | |
| 6 | HGVHILTON GRAND VACATIONS INC | 487,633 | $18.3B | 7.66% | |
| 7 | LBRDKLIBERTY BROADBAND CORP | 116,416 | $17.5B | 7.33% | |
| 8 | FOXAFOX CORP | 456,974 | $16.5B | 6.92% | |
| 9 | B7SBROOKDALE SR LIVING INC | 2,192,010 | $13.3B | 5.56% | |
| 10 | ZIONZIONS BANCORPORATION N A | 211,880 | $11.6B | 4.88% | |
| 11 | MIC2EURMACQUARIE INFRASTRUCTURE COR | 337,801 | $10.7B | 4.50% | |
| 12 | AERAERCAP HOLDINGS NV | 118,320 | $7.0B | 2.91% | |
| 13 | TQJSIGNATURE BK NEW YORK N Y | 25,365 | $5.7B | 2.40% | |
| 14 | —CRESCENT ACQUISITION CORP | 470,099 | $4.7B | 1.98% |