59 North Capital Management as of March 31, 2022
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Deckers Outdoor Corporation (DECK) | 17.0 | $67M | 245k | 273.77 | |
| Brookdale Senior Living (BKD) | 11.2 | $44M | 6.3M | 7.05 | |
| News Corp Cl A (NWSA) | 11.1 | $44M | 2.0M | 22.15 | |
| Nortonlifelock (GEN) | 10.5 | $41M | 1.6M | 26.52 | |
| American Homes 4 Rent Cl A (AMH) | 10.0 | $39M | 985k | 40.03 | |
| Bath & Body Works In (BBWI) | 7.7 | $30M | 637k | 47.80 | |
| WESCO International (WCC) | 6.3 | $25M | 193k | 130.14 | |
| Viad (VVI) | 6.3 | $25M | 694k | 35.64 | |
| Dell Technologies CL C (DELL) | 6.0 | $24M | 470k | 50.19 | |
| Msc Indl Direct Cl A (MSM) | 5.9 | $23M | 272k | 85.21 | |
| Zions Bancorporation (ZION) | 5.8 | $23M | 351k | 65.56 | |
| D.R. Horton (DHI) | 2.3 | $8.9M | 120k | 74.51 |
