59 North Capital Management, LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$294.9B
Holdings
10
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DECKDECKERS OUTDOOR CORP | 146,322 | $52.7B | 17.87% | |
| 2 | BBWIBATH & BODY WORKS INC | 763,123 | $48.1B | 16.31% | |
| 3 | GENNORTONLIFELOCK INC | 1,809,947 | $45.8B | 15.53% | |
| 4 | AMHAMERICAN HOMES 4 RENT | 756,957 | $28.9B | 9.79% | |
| 5 | PRSUVIAD CORP | 594,988 | $27.0B | 9.16% | |
| 6 | HGVHILTON GRAND VACATIONS INC | 498,239 | $23.7B | 8.04% | |
| 7 | B7SBROOKDALE SR LIVING INC | 3,597,114 | $22.7B | 7.69% | |
| 8 | NWSANEWS CORP NEW | 877,731 | $20.7B | 7.00% | |
| 9 | ZIONZIONS BANCORPORATION N A | 259,672 | $16.1B | 5.45% | |
| 10 | —GCP APPLIED TECHNOLOGIES INC | 424,869 | $9.3B | 3.16% |