13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001520
Total Value
$2.14B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 3,704,914 | $354.6M | 16.56% |
| 2 | NEWS CORP NEW | NWSLL | 8,962,112 | $246.8M | 11.53% |
| 3 | LOUISIANA PAC CORP | LPX | 1,982,826 | $205.3M | 9.59% |
| 4 | CONSTELLATION ENERGY CORP | CEG | 864,145 | $193.3M | 9.03% |
| 5 | ISHARES TR | 464287655 | 833,096 | $184.1M | 8.60% |
| 6 | SPDR GOLD TR | GLD | 716,178 | $173.4M | 8.10% |
| 7 | SIX FLAGS ENTERTAINMENT CORP | FUN | 3,420,109 | $164.8M | 7.70% |
| 8 | WESTERN DIGITAL CORP | WDC | 2,542,686 | $151.6M | 7.08% |
| 9 | FERGUSON ENTERPRISES INC | FERG | 824,470 | $143.1M | 6.68% |
| 10 | NEWS CORP NEW | NWSLL | 4,345,606 | $132.2M | 6.18% |
| 11 | AMERICAN HOMES 4 RENT | AMH-PG | 2,427,193 | $90.8M | 4.24% |
| 12 | LAMAR ADVERTISING CO NEW | LAMR | 537,872 | $65.5M | 3.06% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 138,357 | $35.8M | 1.67% |