13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000919574-24-004753
Total Value
$2.03B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 3,232,975 | $301.3M | 14.85% |
| 2 | WESTERN DIGITAL CORP. | WDC | 3,000,246 | $227.3M | 11.20% |
| 3 | NEWS CORP NEW | NWSLL | 8,118,848 | $223.8M | 11.03% |
| 4 | FERGUSON PLC NEW | G3421J106 | 717,228 | $138.9M | 6.84% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 684,391 | $137.1M | 6.75% |
| 6 | LOUISIANA PAC CORP | LPX | 1,573,693 | $129.6M | 6.38% |
| 7 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 3,773,762 | $125.1M | 6.16% |
| 8 | AXALTA COATING SYS LTD | AXTA | 3,466,378 | $118.4M | 5.84% |
| 9 | SPDR SER TR | 78468R556 | 759,262 | $110.4M | 5.44% |
| 10 | CEMEX SAB DE CV | CXMSF | 16,971,011 | $108.4M | 5.34% |
| 11 | AMERICAN HOMES 4 RENT | AMH-PG | 2,444,362 | $90.8M | 4.48% |
| 12 | LAMAR ADVERTISING CO NEW | LAMR | 755,402 | $90.3M | 4.45% |
| 13 | HCA HEALTHCARE INC | HCA | 274,427 | $88.2M | 4.34% |
| 14 | NEWS CORP NEW | NWSLL | 2,514,959 | $71.4M | 3.52% |
| 15 | KNIFE RIVER CORP | KNF | 973,761 | $68.3M | 3.37% |