59 North Capital Management

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