59 North Capital Management as of Sept. 30, 2022
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 12 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MDU Resources (MDU) | 13.7 | $51M | 1.9M | 27.35 | |
| News Corp Cl A (NWSA) | 13.0 | $48M | 3.2M | 15.11 | |
| Deckers Outdoor Corporation (DECK) | 10.5 | $39M | 125k | 312.61 | |
| Msc Indl Direct Cl A (MSM) | 10.1 | $38M | 518k | 72.81 | |
| Zions Bancorporation (ZION) | 9.3 | $35M | 687k | 50.86 | |
| Brookdale Senior Living (BKD) | 8.0 | $30M | 7.0M | 4.27 | |
| American Homes 4 Rent Cl A (AMH) | 8.0 | $30M | 908k | 32.81 | |
| WESCO International (WCC) | 7.8 | $29M | 244k | 119.38 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 7.8 | $29M | 232k | 124.72 | |
| D.R. Horton (DHI) | 4.9 | $18M | 270k | 67.35 | |
| Viad (VVI) | 3.8 | $14M | 445k | 31.58 | |
| Ferguson SHS (FERG) | 3.3 | $12M | 119k | 102.93 |
