13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006741
Total Value
$2.23B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 3,166,211 | $299.9M | 13.45% |
| 2 | CONSTELLATION ENERGY CORP | CEG | 1,082,332 | $281.4M | 12.62% |
| 3 | WESTERN DIGITAL CORP. | WDC | 3,220,044 | $219.9M | 9.86% |
| 4 | LOUISIANA PAC CORP | LPX | 1,747,757 | $187.8M | 8.42% |
| 5 | NEWS CORP NEW | NWSLL | 6,392,769 | $170.2M | 7.64% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 3,204,210 | $129.2M | 5.79% |
| 7 | SPDR SER TR | 78468R556 | 967,799 | $127.3M | 5.71% |
| 8 | FERGUSON ENTERPRISES INC | FERG | 608,571 | $120.8M | 5.42% |
| 9 | CEMEX SAB DE CV | CXMSF | 17,422,432 | $106.3M | 4.77% |
| 10 | ISHARES TR | 464287655 | 451,774 | $99.8M | 4.48% |
| 11 | NEWS CORP NEW | NWSLL | 3,358,825 | $93.9M | 4.21% |
| 12 | AMERICAN HOMES 4 RENT | AMH-PG | 2,444,362 | $93.8M | 4.21% |
| 13 | LAMAR ADVERTISING CO NEW | LAMR | 665,773 | $88.9M | 3.99% |
| 14 | AXALTA COATING SYS LTD | AXTA | 2,434,270 | $88.1M | 3.95% |
| 15 | SPDR GOLD TR | GLD | 331,338 | $80.5M | 3.61% |
| 16 | FLUTTER ENTMT PLC | G3643J108 | 138,022 | $32.7M | 1.47% |
| 17 | KNIFE RIVER CORP | KNF | 100,000 | $8.9M | 0.40% |