59 North Capital Management, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$863.5T
Holdings
11
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 2,872,302 | $180.0M | 0.00% | |
| 2 | CEGCONSTELLATION ENERGY CORP | 1,071,596 | $116.9M | 0.00% | |
| 3 | FERGFERGUSON PLC NEW | 492,352 | $81.0M | 0.00% | |
| 4 | NWSANEWS CORP NEW | 4,027,687 | $80.8M | 0.00% | |
| 5 | XOPSPDR SER TR | 545,571 | $80.7M | 0.00% | |
| 6 | AMHAMERICAN HOMES 4 RENT | 2,300,256 | $77.5M | 0.00% | |
| 7 | KNFKNIFE RIVER CORP | 1,520,108 | $74.2M | 0.00% | |
| 8 | MSMMSC INDL DIRECT INC | 719,911 | $70.7M | 0.00% | |
| 9 | MDUMDU RES GROUP INC | 1,812,004 | $35.5M | 0.00% | |
| 10 | NWSNEWS CORP NEW | 1,624,758 | $33.9M | 0.00% | |
| 11 | AXTAAXALTA COATING SYS LTD | 1,204,097 | $32.4M | 0.00% |