13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006396
Total Value
$863.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 2,872,302 | $180.0M | 20.85% |
| 2 | CONSTELLATION ENERGY CORP | CEG | 1,071,596 | $116.9M | 13.54% |
| 3 | FERGUSON PLC NEW | G3421J106 | 492,352 | $81.0M | 9.38% |
| 4 | NEWS CORP NEW | NWSLL | 4,027,687 | $80.8M | 9.36% |
| 5 | SPDR SER TR | 78468R556 | 545,571 | $80.7M | 9.34% |
| 6 | AMERICAN HOMES 4 RENT | AMH-PG | 2,300,256 | $77.5M | 8.97% |
| 7 | KNIFE RIVER CORP | KNF | 1,520,108 | $74.2M | 8.60% |
| 8 | MSC INDL DIRECT INC | 553530106 | 719,911 | $70.7M | 8.18% |
| 9 | MDU RES GROUP INC | 552690109 | 1,812,004 | $35.5M | 4.11% |
| 10 | NEWS CORP NEW | NWSLL | 1,624,758 | $33.9M | 3.93% |
| 11 | AXALTA COATING SYS LTD | AXTA | 1,204,097 | $32.4M | 3.75% |