59 North Capital Management, LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$268.0B
Holdings
11
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DECKDECKERS OUTDOOR CORP | 114,243 | $43.9B | 16.37% | |
| 2 | GENNORTONLIFELOCK INC | 1,183,404 | $32.2B | 12.02% | |
| 3 | AMHAMERICAN HOMES 4 RENT | 824,592 | $32.0B | 11.95% | |
| 4 | LBEURL BRANDS INC | 443,852 | $32.0B | 11.93% | |
| 5 | B7SBROOKDALE SR LIVING INC | 3,429,345 | $27.1B | 10.11% | |
| 6 | NWSANEWS CORP NEW | 999,859 | $25.8B | 9.61% | |
| 7 | PRSUVIAD CORP | 446,784 | $22.3B | 8.31% | |
| 8 | ZIONZIONS BANCORPORATION N A | 416,817 | $22.0B | 8.22% | |
| 9 | HGVHILTON GRAND VACATIONS INC | 483,620 | $20.0B | 7.47% | |
| 10 | —GCP APPLIED TECHNOLOGIES INC | 253,079 | $5.9B | 2.20% | |
| 11 | WFGWEST FRASER TIMBER CO LTD | 67,462 | $4.8B | 1.80% |