59 North Capital Management as of June 30, 2024
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 15 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 14.8 | $301M | 3.2M | 93.20 | |
| Western Digital (WDC) | 11.2 | $227M | 3.0M | 75.77 | |
| News Corp Cl A (NWSA) | 11.0 | $224M | 8.1M | 27.57 | |
| Ferguson SHS | 6.8 | $139M | 717k | 193.65 | |
| Constellation Energy (CEG) | 6.8 | $137M | 684k | 200.27 | |
| Louisiana-Pacific Corporation (LPX) | 6.4 | $130M | 1.6M | 82.33 | |
| Six Flags Entertainment (SIX) | 6.2 | $125M | 3.8M | 33.14 | |
| Axalta Coating Sys (AXTA) | 5.8 | $118M | 3.5M | 34.17 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 5.4 | $110M | 759k | 145.47 | |
| Cemex Sab De Cv Spon Adr New (CX) | 5.3 | $108M | 17M | 6.39 | |
| American Homes 4 Rent Cl A (AMH) | 4.5 | $91M | 2.4M | 37.16 | |
| Lamar Advertising Cl A (LAMR) | 4.4 | $90M | 755k | 119.53 | |
| Hca Holdings (HCA) | 4.3 | $88M | 274k | 321.28 | |
| News Corp CL B (NWS) | 3.5 | $71M | 2.5M | 28.39 | |
| Knife River Corp Common Stock (KNF) | 3.4 | $68M | 974k | 70.14 |
