59 North Capital Management as of Dec. 31, 2024
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 16.6 | $355M | 3.7M | 95.70 | |
| News Corp Cl A (NWSA) | 11.5 | $247M | 9.0M | 27.54 | |
| Louisiana-Pacific Corporation (LPX) | 9.6 | $205M | 2.0M | 103.55 | |
| Constellation Energy (CEG) | 9.0 | $193M | 864k | 223.71 | |
| Ishares Tr Russell 2000 Etf (IWM) | 8.6 | $184M | 833k | 220.96 | |
| Spdr Gold Tr Gold Shs (GLD) | 8.1 | $173M | 716k | 242.13 | |
| Six Flags Entertainment Corp (FUN) | 7.7 | $165M | 3.4M | 48.19 | |
| Western Digital (WDC) | 7.1 | $152M | 2.5M | 59.63 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.7 | $143M | 825k | 173.57 | |
| News Corp CL B (NWS) | 6.2 | $132M | 4.3M | 30.43 | |
| American Homes 4 Rent Cl A (AMH) | 4.2 | $91M | 2.4M | 37.42 | |
| Lamar Advertising Cl A (LAMR) | 3.1 | $66M | 538k | 121.74 | |
| Flutter Entmt SHS (FLUT) | 1.7 | $36M | 138k | 258.45 |
