59 North Capital Management as of Dec. 31, 2023
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 15.3 | $189M | 2.5M | 74.32 | |
| Constellation Energy (CEG) | 9.5 | $117M | 1.0M | 116.89 | |
| Hca Holdings (HCA) | 9.3 | $116M | 427k | 270.68 | |
| Ferguson SHS | 8.7 | $108M | 559k | 193.07 | |
| News Corp Cl A (NWSA) | 7.9 | $98M | 4.0M | 24.55 | |
| Ishares Tr Russell 2000 Etf (IWM) | 7.8 | $97M | 484k | 200.71 | |
| Knife River Corp Common Stock (KNF) | 7.1 | $88M | 1.3M | 66.18 | |
| American Homes 4 Rent Cl A (AMH) | 6.5 | $81M | 2.3M | 35.96 | |
| Axalta Coating Sys (AXTA) | 5.9 | $73M | 2.2M | 33.97 | |
| Msc Indl Direct Cl A (MSM) | 5.9 | $73M | 719k | 101.26 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 5.5 | $69M | 500k | 136.91 | |
| News Corp CL B (NWS) | 5.0 | $62M | 2.4M | 25.72 | |
| Lamar Advertising Cl A (LAMR) | 3.1 | $38M | 358k | 106.28 | |
| MDU Resources (MDU) | 2.5 | $31M | 1.6M | 19.80 |
