59 North Capital Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.0B
Holdings
15
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 3,232,975 | $301.3T | 14847479.78% | |
| 2 | WDCWESTERN DIGITAL CORP. | 3,000,246 | $227.3T | 11201821.19% | |
| 3 | NWSANEWS CORP NEW | 8,118,848 | $223.8T | 11029749.78% | |
| 4 | FERGFERGUSON PLC NEW | 717,228 | $138.9T | 6843987.70% | |
| 5 | CEGCONSTELLATION ENERGY CORP | 684,391 | $137.1T | 6753900.73% | |
| 6 | LPXLOUISIANA PAC CORP | 1,573,693 | $129.6T | 6384290.11% | |
| 7 | SIXEURSIX FLAGS ENTMT CORP NEW | 3,773,762 | $125.1T | 6162564.76% | |
| 8 | AXTAAXALTA COATING SYS LTD | 3,466,378 | $118.4T | 5836538.86% | |
| 9 | XOPSPDR SER TR | 759,262 | $110.4T | 5442514.40% | |
| 10 | CXCEMEX SAB DE CV | 16,971,011 | $108.4T | 5343712.15% | |
| 11 | AMHAMERICAN HOMES 4 RENT | 2,444,362 | $90.8T | 4475851.96% | |
| 12 | LAMRLAMAR ADVERTISING CO NEW | 755,402 | $90.3T | 4449277.91% | |
| 13 | HCAHCA HEALTHCARE INC | 274,427 | $88.2T | 4344552.16% | |
| 14 | NWSNEWS CORP NEW | 2,514,959 | $71.4T | 3518283.13% | |
| 15 | KNFKNIFE RIVER CORP | 973,761 | $68.3T | 3365523.48% |