13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003319
Total Value
$683.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 1,136,876 | $89.2M | 13.06% |
| 2 | NEWS CORP NEW | NWSLL | 5,027,501 | $86.8M | 12.71% |
| 3 | MDU RES GROUP INC | 552690109 | 2,726,371 | $83.1M | 12.16% |
| 4 | DECKERS OUTDOOR CORP | DECK | 171,608 | $77.1M | 11.29% |
| 5 | FERGUSON PLC NEW | G3421J106 | 495,079 | $66.2M | 9.69% |
| 6 | MSC INDL DIRECT INC | 553530106 | 565,856 | $47.5M | 6.96% |
| 7 | AERCAP HOLDINGS NV | AER | 815,354 | $45.8M | 6.71% |
| 8 | AMERICAN HOMES 4 RENT | AMH-PG | 1,367,074 | $43.0M | 6.29% |
| 9 | SPDR SER TR | 78468R556 | 331,176 | $42.3M | 6.18% |
| 10 | TENET HEALTHCARE CORP | THC | 667,614 | $39.7M | 5.81% |
| 11 | D R HORTON INC | 23331A109 | 380,198 | $37.1M | 5.44% |
| 12 | NEWS CORP NEW | NWSLL | 1,454,366 | $25.3M | 3.71% |