59 North Capital Management, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.7B
Holdings
16
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWMISHARES TR | 1,046,318 | $220.0T | 13256396.69% | |
| 2 | AERAERCAP HOLDINGS NV | 2,355,468 | $204.7T | 12333021.30% | |
| 3 | FERGFERGUSON PLC | 690,646 | $150.9T | 9088460.21% | |
| 4 | CEGCONSTELLATION ENERGY CORP | 810,918 | $149.9T | 9030648.06% | |
| 5 | HCAHCA HEALTHCARE INC | 420,671 | $140.3T | 8452788.48% | |
| 6 | AXTAAXALTA COATING SYS LTD | 3,805,263 | $130.9T | 7883868.62% | |
| 7 | NWSANEWS CORP NEW | 4,726,752 | $123.7T | 7455125.87% | |
| 8 | XOPSPDR SER TR | 611,990 | $94.8T | 5712186.40% | |
| 9 | KNFKNIFE RIVER CORP | 1,148,774 | $93.1T | 5611395.26% | |
| 10 | AMHAMERICAN HOMES 4 RENT | 2,483,442 | $91.3T | 5502857.55% | |
| 11 | NWSNEWS CORP NEW | 2,531,939 | $68.5T | 4127656.53% | |
| 12 | CXCEMEX SAB DE CV | 5,889,338 | $53.1T | 3196787.67% | |
| 13 | MSMMSC INDL DIRECT INC | 477,056 | $46.3T | 2788962.48% | |
| 14 | LAMRLAMAR ADVERTISING CO NEW | 332,886 | $39.7T | 2394742.10% | |
| 15 | MDUMDU RES GROUP INC | 1,158,621 | $29.2T | 1758994.40% | |
| 16 | FWONALIBERTY MEDIA CORP DEL | 532,647 | $23.3T | 1406158.87% |