59 North Capital Management as of Dec. 31, 2022
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MDU Resources (MDU) | 13.8 | $77M | 2.5M | 30.34 | |
| News Corp Cl A (NWSA) | 12.5 | $70M | 3.8M | 18.20 | |
| Deckers Outdoor Corporation (DECK) | 11.4 | $63M | 159k | 399.16 | |
| Ferguson SHS (FERG) | 9.6 | $54M | 421k | 126.97 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 8.1 | $45M | 332k | 135.88 | |
| Msc Indl Direct Cl A (MSM) | 7.8 | $44M | 534k | 81.70 | |
| Zions Bancorporation (ZION) | 6.4 | $36M | 731k | 49.16 | |
| WESCO International (WCC) | 6.4 | $36M | 286k | 125.20 | |
| D.R. Horton (DHI) | 5.5 | $31M | 344k | 89.14 | |
| American Homes 4 Rent Cl A (AMH) | 5.3 | $29M | 976k | 30.14 | |
| Constellation Energy (CEG) | 5.2 | $29M | 335k | 86.21 | |
| Brookdale Senior Living (BKD) | 3.5 | $20M | 7.2M | 2.73 | |
| Iac Com New (IAC) | 3.4 | $19M | 427k | 44.40 | |
| News Corp CL B (NWS) | 1.2 | $6.6M | 356k | 18.44 |
