59 North Capital Management as of March 31, 2023
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Energy (CEG) | 13.1 | $89M | 1.1M | 78.50 | |
| News Corp Cl A (NWSA) | 12.7 | $87M | 5.0M | 17.27 | |
| MDU Resources (MDU) | 12.2 | $83M | 2.7M | 30.48 | |
| Deckers Outdoor Corporation (DECK) | 11.3 | $77M | 172k | 449.55 | |
| Ferguson SHS (FERG) | 9.7 | $66M | 495k | 133.75 | |
| Msc Indl Direct Cl A (MSM) | 7.0 | $48M | 566k | 84.00 | |
| Aercap Holdings Nv SHS (AER) | 6.7 | $46M | 815k | 56.23 | |
| American Homes 4 Rent Cl A (AMH) | 6.3 | $43M | 1.4M | 31.45 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 6.2 | $42M | 331k | 127.59 | |
| Tenet Healthcare Corp Com New (THC) | 5.8 | $40M | 668k | 59.42 | |
| D.R. Horton (DHI) | 5.4 | $37M | 380k | 97.69 | |
| News Corp CL B (NWS) | 3.7 | $25M | 1.5M | 17.43 |
