59 North Capital Management, LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$268.0B
Holdings
13
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NWSANEWS CORP NEW | 1,954,483 | $35.1B | 13.11% | |
| 2 | GENNORTONLIFELOCK INC | 1,667,161 | $34.6B | 12.93% | |
| 3 | AERAERCAP HOLDINGS NV | 655,538 | $29.9B | 11.15% | |
| 4 | HGVHILTON GRAND VACATIONS INC | 878,158 | $27.5B | 10.27% | |
| 5 | PRSUVIAD CORP | 753,498 | $27.3B | 10.17% | |
| 6 | DECKDECKERS OUTDOOR CORP | 90,484 | $25.9B | 9.68% | |
| 7 | LBRDKLIBERTY BROADBAND CORP | 156,416 | $24.8B | 9.24% | |
| 8 | FOXAFOX CORP | 688,681 | $20.1B | 7.48% | |
| 9 | AMHAMERICAN HOMES 4 RENT | 612,487 | $18.4B | 6.86% | |
| 10 | SATSECHOSTAR CORP | 434,891 | $9.2B | 3.44% | |
| 11 | DALDELTA AIR LINES INC DEL | 153,001 | $6.2B | 2.30% | |
| 12 | USBUS BANCORP DEL | 106,967 | $5.0B | 1.86% | |
| 13 | CHEFCHEFS WHSE INC | 157,576 | $4.0B | 1.51% |