59 North Capital Management, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$394.6B
Holdings
12
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DECKDECKERS OUTDOOR CORP | 244,889 | $67.0B | 16.99% | |
| 2 | B7SBROOKDALE SR LIVING INC | 6,273,914 | $44.2B | 11.21% | |
| 3 | NWSANEWS CORP NEW | 1,972,493 | $43.7B | 11.07% | |
| 4 | GENNORTONLIFELOCK INC | 1,555,049 | $41.2B | 10.45% | |
| 5 | AMHAMERICAN HOMES 4 RENT | 984,968 | $39.4B | 9.99% | |
| 6 | BBWIBATH & BODY WORKS INC | 636,906 | $30.4B | 7.72% | |
| 7 | WCCWESCO INTL INC | 192,488 | $25.1B | 6.35% | |
| 8 | PRSUVIAD CORP | 694,323 | $24.7B | 6.27% | |
| 9 | DELLDELL TECHNOLOGIES INC | 470,193 | $23.6B | 5.98% | |
| 10 | MSMMSC INDL DIRECT INC | 271,451 | $23.1B | 5.86% | |
| 11 | ZIONZIONS BANCORPORATION N A | 351,295 | $23.0B | 5.84% | |
| 12 | DHID R HORTON INC | 120,054 | $8.9B | 2.27% |