59 North Capital Management as of Dec. 31, 2020
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 13 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
News Corp Cl A (NWSA) | 13.1 | $35M | 2.0M | 17.97 | |
Nortonlifelock (GEN) | 12.9 | $35M | 1.7M | 20.78 | |
Aercap Holdings Nv SHS (AER) | 11.1 | $30M | 656k | 45.58 | |
Hilton Grand Vacations (HGV) | 10.3 | $28M | 878k | 31.35 | |
Viad Corp Com New (VVI) | 10.2 | $27M | 754k | 36.17 | |
Deckers Outdoor Corporation (DECK) | 9.7 | $26M | 91k | 286.78 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 9.2 | $25M | 156k | 158.37 | |
Fox Corp Cl A Com (FOXA) | 7.5 | $20M | 689k | 29.12 | |
American Homes 4 Rent Cl A (AMH) | 6.9 | $18M | 613k | 30.00 | |
Echostar Corp Cl A (SATS) | 3.4 | $9.2M | 435k | 21.19 | |
Delta Air Lines Inc Del Com New (DAL) | 2.3 | $6.2M | 153k | 40.21 | |
Us Bancorp Del Com New (USB) | 1.9 | $5.0M | 107k | 46.59 | |
Chefs Whse (CHEF) | 1.5 | $4.0M | 158k | 25.69 |