59 North Capital Management as of Sept. 30, 2024
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 13.5 | $300M | 3.2M | 94.72 | |
| Constellation Energy (CEG) | 12.6 | $281M | 1.1M | 260.02 | |
| Western Digital (WDC) | 9.9 | $220M | 3.2M | 68.29 | |
| Louisiana-Pacific Corporation (LPX) | 8.4 | $188M | 1.7M | 107.46 | |
| News Corp Cl A (NWSA) | 7.6 | $170M | 6.4M | 26.63 | |
| Six Flags Entertainment Corp (FUN) | 5.8 | $129M | 3.2M | 40.31 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 5.7 | $127M | 968k | 131.52 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.4 | $121M | 609k | 198.57 | |
| Cemex Sab De Cv Spon Adr New (CX) | 4.8 | $106M | 17M | 6.10 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.5 | $100M | 452k | 220.89 | |
| News Corp CL B (NWS) | 4.2 | $94M | 3.4M | 27.95 | |
| American Homes 4 Rent Cl A (AMH) | 4.2 | $94M | 2.4M | 38.39 | |
| Lamar Advertising Cl A (LAMR) | 4.0 | $89M | 666k | 133.60 | |
| Axalta Coating Sys (AXTA) | 4.0 | $88M | 2.4M | 36.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.6 | $81M | 331k | 243.06 | |
| Flutter Entmt SHS (FLUT) | 1.5 | $33M | 138k | 237.28 | |
| Knife River Corp Common Stock (KNF) | 0.4 | $8.9M | 100k | 89.39 |
