59 North Capital Management as of June 30, 2023
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Energy (CEG) | 13.8 | $121M | 1.3M | 91.55 | |
| News Corp Cl A (NWSA) | 11.9 | $105M | 5.4M | 19.50 | |
| Ferguson SHS (FERG) | 9.6 | $84M | 534k | 157.31 | |
| Aercap Holdings Nv SHS (AER) | 9.3 | $82M | 1.3M | 63.52 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 8.8 | $77M | 597k | 128.83 | |
| MDU Resources (MDU) | 8.7 | $77M | 3.7M | 20.94 | |
| Knife River Corp Common Stock (KNF) | 8.1 | $71M | 1.6M | 43.50 | |
| Tenet Healthcare Corp Com New (THC) | 7.8 | $68M | 839k | 81.38 | |
| Msc Indl Direct Cl A (MSM) | 7.7 | $68M | 709k | 95.28 | |
| American Homes 4 Rent Cl A (AMH) | 6.1 | $53M | 1.5M | 35.45 | |
| News Corp CL B (NWS) | 4.0 | $35M | 1.8M | 19.72 | |
| D.R. Horton (DHI) | 3.5 | $31M | 255k | 121.69 | |
| Deckers Outdoor Corporation (DECK) | 0.7 | $5.9M | 11k | 527.66 |
