59 North Capital Management, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2.2B
Holdings
17
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 3,166,211 | $299.9T | 13450837.56% | |
| 2 | CEGCONSTELLATION ENERGY CORP | 1,082,332 | $281.4T | 12622199.45% | |
| 3 | WDCWESTERN DIGITAL CORP. | 3,220,044 | $219.9T | 9862492.92% | |
| 4 | LPXLOUISIANA PAC CORP | 1,747,757 | $187.8T | 8423559.95% | |
| 5 | NWSANEWS CORP NEW | 6,392,769 | $170.2T | 7635332.64% | |
| 6 | FUNSIX FLAGS ENTERTAINMENT CORP | 3,204,210 | $129.2T | 5792973.67% | |
| 7 | XOPSPDR SER TR | 967,799 | $127.3T | 5708799.01% | |
| 8 | FERGFERGUSON ENTERPRISES INC | 608,571 | $120.8T | 5419917.46% | |
| 9 | CXCEMEX SAB DE CV | 17,422,432 | $106.3T | 4766574.63% | |
| 10 | IWMISHARES TR | 451,774 | $99.8T | 4475742.31% | |
| 11 | NWSNEWS CORP NEW | 3,358,825 | $93.9T | 4210532.03% | |
| 12 | AMHAMERICAN HOMES 4 RENT | 2,444,362 | $93.8T | 4208733.43% | |
| 13 | LAMRLAMAR ADVERTISING CO NEW | 665,773 | $88.9T | 3989334.22% | |
| 14 | AXTAAXALTA COATING SYS LTD | 2,434,270 | $88.1T | 3951164.52% | |
| 15 | GQ9SPDR GOLD TR | 331,338 | $80.5T | 3612039.77% | |
| 16 | FLUTFLUTTER ENTMT PLC | 138,022 | $32.7T | 1468849.27% | |
| 17 | KNFKNIFE RIVER CORP | 100,000 | $8.9T | 400919.08% |