59 North Capital Management, LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$373.8B
Holdings
12
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDUMDU RES GROUP INC | 1,872,744 | $51.2B | 13.70% | |
| 2 | NWSANEWS CORP NEW | 3,204,278 | $48.4B | 12.95% | |
| 3 | DECKDECKERS OUTDOOR CORP | 125,341 | $39.2B | 10.48% | |
| 4 | MSMMSC INDL DIRECT INC | 518,147 | $37.7B | 10.09% | |
| 5 | ZIONZIONS BANCORPORATION N A | 686,530 | $34.9B | 9.34% | |
| 6 | B7SBROOKDALE SR LIVING INC | 7,039,443 | $30.1B | 8.04% | |
| 7 | AMHAMERICAN HOMES 4 RENT | 908,021 | $29.8B | 7.97% | |
| 8 | WCCWESCO INTL INC | 243,623 | $29.1B | 7.78% | |
| 9 | XOPSPDR SER TR | 232,306 | $29.0B | 7.75% | |
| 10 | DHID R HORTON INC | 269,611 | $18.2B | 4.86% | |
| 11 | PRSUVIAD CORP | 444,591 | $14.0B | 3.76% | |
| 12 | FERGFERGUSON PLC NEW | 118,775 | $12.2B | 3.27% |