59 North Capital Management, LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$349.0B
Holdings
12
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NWSANEWS CORP NEW | 2,904,459 | $45.3B | 12.97% | |
| 2 | DECKDECKERS OUTDOOR CORP | 143,772 | $36.7B | 10.52% | |
| 3 | B7SBROOKDALE SR LIVING INC | 8,058,946 | $36.6B | 10.48% | |
| 4 | ZIONZIONS BANCORPORATION N A | 684,646 | $34.8B | 9.99% | |
| 5 | WCCWESCO INTL INC | 296,183 | $31.7B | 9.09% | |
| 6 | AMHAMERICAN HOMES 4 RENT | 888,362 | $31.5B | 9.02% | |
| 7 | MSMMSC INDL DIRECT INC | 416,291 | $31.3B | 8.96% | |
| 8 | DHID R HORTON INC | 381,293 | $25.2B | 7.23% | |
| 9 | PRSUVIAD CORP | 807,021 | $22.3B | 6.39% | |
| 10 | GENNORTONLIFELOCK INC | 898,716 | $19.7B | 5.66% | |
| 11 | MDUMDU RES GROUP INC | 663,520 | $17.9B | 5.13% | |
| 12 | XOPSPDR SER TR | 133,386 | $15.9B | 4.57% |