59 North Capital Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.1T
Holdings
13
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 3,704,914 | $354.6B | 16.56% | |
| 2 | NWSANEWS CORP NEW | 8,962,112 | $246.8B | 11.53% | |
| 3 | LPXLOUISIANA PAC CORP | 1,982,826 | $205.3B | 9.59% | |
| 4 | CEGCONSTELLATION ENERGY CORP | 864,145 | $193.3B | 9.03% | |
| 5 | IWMISHARES TR | 833,096 | $184.1B | 8.60% | |
| 6 | GQ9SPDR GOLD TR | 716,178 | $173.4B | 8.10% | |
| 7 | FUNSIX FLAGS ENTERTAINMENT CORP | 3,420,109 | $164.8B | 7.70% | |
| 8 | WDCWESTERN DIGITAL CORP | 2,542,686 | $151.6B | 7.08% | |
| 9 | FERGFERGUSON ENTERPRISES INC | 824,470 | $143.1B | 6.68% | |
| 10 | NWSNEWS CORP NEW | 4,345,606 | $132.2B | 6.18% | |
| 11 | AMHAMERICAN HOMES 4 RENT | 2,427,193 | $90.8B | 4.24% | |
| 12 | LAMRLAMAR ADVERTISING CO NEW | 537,872 | $65.5B | 3.06% | |
| 13 | FLUTFLUTTER ENTMT PLC | 138,357 | $35.8B | 1.67% |