40 North Industries

Latest statistics and disclosures from Standard Investments's latest quarterly 13F-HR filing:

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Positions held by 40 North Industries consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Standard Investments

Standard Investments holds 17 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shell Spon Ads (SHEL) 23.3 $378M -13% 5.8M 65.80
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Wabtec Corporation (WAB) 12.5 $203M 1.6M 126.90
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Ptc (PTC) 12.5 $202M 1.2M 174.96
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Amazon (AMZN) 9.8 $160M -22% 1.1M 151.94
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Quanta Services (PWR) 8.8 $142M 660k 215.80
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Autodesk (ADSK) 7.2 $117M NEW 480k 243.48
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Methanex Corp (MEOH) 5.8 $94M -26% 2.0M 47.36
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Crown Holdings (CCK) 5.2 $84M 915k 92.09
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Evercommerce (EVCM) 4.2 $67M 6.1M 11.03
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Flex Ord (FLEX) 3.7 $59M -39% 2.0M 30.46
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Nextracker Class A Com (NXT) 2.6 $42M +176% 900k 46.85
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Ashland (ASH) 2.5 $41M -17% 490k 84.31
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Cdw (CDW) 1.9 $32M 139k 227.32
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Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $608k 417k 1.46
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Solid Power *w Exp 12/08/202 (SLDPW) 0.0 $51k 267k 0.19
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Churchill Capital Corp Vii *w Exp 02/29/202 (CVII.WS) 0.0 $49k 300k 0.16
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Tritium Dcfc *w Exp 01/13/202 (DCFCW) 0.0 $19k 233k 0.08
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Past Filings by Standard Investments

SEC 13F filings are viewable for Standard Investments going back to 2011

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