59 North Capital Management as of March 31, 2025
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 19.2 | $532M | 5.2M | 102.17 | |
| Spdr Gold Tr Gold Shs (GLD) | 13.1 | $364M | 1.3M | 288.14 | |
| Ishares Tr Russell 2000 Etf (IWM) | 12.4 | $345M | 1.7M | 199.49 | |
| News Corp Cl A (NWSA) | 10.9 | $303M | 11M | 27.22 | |
| Louisiana-Pacific Corporation (LPX) | 8.7 | $241M | 2.6M | 91.98 | |
| Kinder Morgan (KMI) | 7.0 | $196M | 6.9M | 28.53 | |
| Six Flags Entertainment Corp (FUN) | 4.9 | $136M | 3.8M | 35.67 | |
| Constellation Energy (CEG) | 4.8 | $134M | 664k | 201.63 | |
| Ferguson Enterprises Common Stock New (FERG) | 4.2 | $116M | 724k | 160.23 | |
| News Corp CL B (NWS) | 4.2 | $115M | 3.8M | 30.37 | |
| Flutter Entmt SHS (FLUT) | 3.2 | $88M | 396k | 221.55 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 2.5 | $70M | 3.7M | 18.96 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 2.5 | $69M | 3.5M | 19.53 | |
| Lamar Advertising Cl A (LAMR) | 2.4 | $67M | 592k | 113.78 |
