59 North Capital Management, LP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$683.3B

Holdings

12

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
CEGCONSTELLATION ENERGY CORP
1,136,876$89K0.00%
2
NWSANEWS CORP NEW
5,027,501$86K0.00%
3
MDUMDU RES GROUP INC
2,726,371$83K0.00%
4
DECKDECKERS OUTDOOR CORP
171,608$77K0.00%
5
FERGFERGUSON PLC NEW
495,079$66K0.00%
6
MSMMSC INDL DIRECT INC
565,856$47K0.00%
7
AERAERCAP HOLDINGS NV
815,354$45K0.00%
8
AMHAMERICAN HOMES 4 RENT
1,367,074$42K0.00%
9
XOPSPDR SER TR
331,176$42K0.00%
10
THCTENET HEALTHCARE CORP
667,614$39K0.00%
11
DHID R HORTON INC
380,198$37K0.00%
12
NWSNEWS CORP NEW
1,454,366$25K0.00%