59 North Capital Management as of June 30, 2021
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 11 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Deckers Outdoor Corporation (DECK) | 16.4 | $44M | 114k | 384.07 | |
Nortonlifelock (GEN) | 12.0 | $32M | 1.2M | 27.22 | |
American Homes 4 Rent Cl A (AMH) | 12.0 | $32M | 825k | 38.85 | |
L Brands | 11.9 | $32M | 444k | 72.06 | |
Brookdale Senior Living (BKD) | 10.1 | $27M | 3.4M | 7.90 | |
News Corp Cl A (NWSA) | 9.6 | $26M | 1000k | 25.77 | |
Viad (VVI) | 8.3 | $22M | 447k | 49.85 | |
Zions Bancorporation (ZION) | 8.2 | $22M | 417k | 52.86 | |
Hilton Grand Vacations (HGV) | 7.5 | $20M | 484k | 41.39 | |
Gcp Applied Technologies | 2.2 | $5.9M | 253k | 23.26 | |
West Fraser Timb (WFG) | 1.8 | $4.8M | 68k | 71.68 |