59 North Capital Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$558.1T
Holdings
14
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDUMDU RES GROUP INC | 2,536,188 | $76.9T | 13.79% | |
| 2 | NWSANEWS CORP NEW | 3,833,891 | $69.8T | 12.50% | |
| 3 | DECKDECKERS OUTDOOR CORP | 158,791 | $63.4T | 11.36% | |
| 4 | FERGFERGUSON PLC NEW | 421,036 | $53.5T | 9.58% | |
| 5 | XOPSPDR SER TR | 331,941 | $45.1T | 8.08% | |
| 6 | MSMMSC INDL DIRECT INC | 533,969 | $43.6T | 7.82% | |
| 7 | ZIONZIONS BANCORPORATION N A | 731,032 | $35.9T | 6.44% | |
| 8 | WCCWESCO INTL INC | 286,349 | $35.9T | 6.42% | |
| 9 | DHID R HORTON INC | 343,611 | $30.6T | 5.49% | |
| 10 | AMHAMERICAN HOMES 4 RENT | 975,976 | $29.4T | 5.27% | |
| 11 | CEGCONSTELLATION ENERGY CORP | 335,380 | $28.9T | 5.18% | |
| 12 | B7SBROOKDALE SR LIVING INC | 7,156,325 | $19.5T | 3.50% | |
| 13 | 0J7QIAC INC | 426,463 | $18.9T | 3.39% | |
| 14 | NWSNEWS CORP NEW | 356,143 | $6.6T | 1.18% |