59 North Capital Management as of June 30, 2022
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| News Corp Cl A (NWSA) | 13.0 | $45M | 2.9M | 15.58 | |
| Deckers Outdoor Corporation (DECK) | 10.5 | $37M | 144k | 255.35 | |
| Brookdale Senior Living (BKD) | 10.5 | $37M | 8.1M | 4.54 | |
| Zions Bancorporation (ZION) | 10.0 | $35M | 685k | 50.90 | |
| WESCO International (WCC) | 9.1 | $32M | 296k | 107.10 | |
| American Homes 4 Rent Cl A (AMH) | 9.0 | $32M | 888k | 35.44 | |
| Msc Indl Direct Cl A (MSM) | 9.0 | $31M | 416k | 75.11 | |
| D.R. Horton (DHI) | 7.2 | $25M | 381k | 66.19 | |
| Viad (VVI) | 6.4 | $22M | 807k | 27.61 | |
| Nortonlifelock (GEN) | 5.7 | $20M | 899k | 21.96 | |
| MDU Resources (MDU) | 5.1 | $18M | 664k | 26.99 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 4.6 | $16M | 133k | 119.48 |
