59 North Capital Management, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$875.9T
Holdings
13
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CEGCONSTELLATION ENERGY CORP | 1,319,975 | $120.8T | 13.80% | |
| 2 | NWSANEWS CORP NEW | 5,366,832 | $104.7T | 11.95% | |
| 3 | FERGFERGUSON PLC NEW | 534,396 | $84.1T | 9.60% | |
| 4 | AERAERCAP HOLDINGS NV | 1,284,106 | $81.6T | 9.31% | |
| 5 | XOPSPDR SER TR | 596,450 | $76.8T | 8.77% | |
| 6 | MDUMDU RES GROUP INC | 3,650,989 | $76.5T | 8.73% | |
| 7 | KNFKNIFE RIVER CORP | 1,627,584 | $70.8T | 8.08% | |
| 8 | THCTENET HEALTHCARE CORP | 838,602 | $68.2T | 7.79% | |
| 9 | MSMMSC INDL DIRECT INC | 709,020 | $67.6T | 7.71% | |
| 10 | AMHAMERICAN HOMES 4 RENT | 1,496,021 | $53.0T | 6.05% | |
| 11 | NWSNEWS CORP NEW | 1,767,532 | $34.9T | 3.98% | |
| 12 | DHID R HORTON INC | 255,192 | $31.1T | 3.55% | |
| 13 | DECKDECKERS OUTDOOR CORP | 11,269 | $5.9T | 0.68% |