13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001672
Total Value
$558.1M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MDU RES GROUP INC | 552690109 | 2,536,188 | $76.9M | 13.79% |
| 2 | NEWS CORP NEW | NWSLL | 3,833,891 | $69.8M | 12.50% |
| 3 | DECKERS OUTDOOR CORP | DECK | 158,791 | $63.4M | 11.36% |
| 4 | FERGUSON PLC NEW | G3421J106 | 421,036 | $53.5M | 9.58% |
| 5 | SPDR SER TR | 78468R556 | 331,941 | $45.1M | 8.08% |
| 6 | MSC INDL DIRECT INC | 553530106 | 533,969 | $43.6M | 7.82% |
| 7 | ZIONS BANCORPORATION N A | 989701107 | 731,032 | $35.9M | 6.44% |
| 8 | WESCO INTL INC | 95082P105 | 286,349 | $35.9M | 6.42% |
| 9 | D R HORTON INC | 23331A109 | 343,611 | $30.6M | 5.49% |
| 10 | AMERICAN HOMES 4 RENT | AMH-PG | 975,976 | $29.4M | 5.27% |
| 11 | CONSTELLATION ENERGY CORP | CEG | 335,380 | $28.9M | 5.18% |
| 12 | BROOKDALE SR LIVING INC | 112463104 | 7,156,325 | $19.5M | 3.50% |
| 13 | IAC INC | IAC | 426,463 | $18.9M | 3.39% |
| 14 | NEWS CORP NEW | NWSLL | 356,143 | $6.6M | 1.18% |