59 North Capital Management, LP
CIK 1805589 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- AER20.85%
- CEG13.54%
- G3421J1069.38%
- NWSA9.36%
- XOP9.34%
- AMH8.97%
- KNF8.60%
- MSM8.18%
- MDU4.11%
- NWS3.93%
Share classes counted separately96.26%
Portfolio value by quarter
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AERAERCAP HOLDINGS NVSHS View history and evidence | $180.01M | 20.85% | 2.87M shares | — | ↗▾ | |
| 02 | CEGCONSTELLATION ENERGY View history and evidence | $116.89M | 13.54% | 1.07M shares | — | ↗▾ | |
| 03 | G3421J106FERGUSON PLCSHS View history and evidence | $80.98M | 9.38% | 492.35K shares | — | ↗▾ | |
| 04 | NWSANEWS CORP - CLASS ACL A View history and evidence | $80.80M | 9.36% | 4.03M shares | — | ↗▾ | |
| 05 | XOPSS SPDR S&P OG EXP & PRODS&P OILGAS EXP View history and evidence | $80.70M | 9.34% | 545.57K shares | — | ↗▾ | |
| 06 | AMHAMERICAN HOMES 4 RENT- ACL A View history and evidence | $77.50M | 8.97% | 2.30M shares | — | ↗▾ | |
| 07 | KNFKNIFE RIVER CORPCOMMON STOCK View history and evidence | $74.23M | 8.60% | 1.52M shares | — | ↗▾ | |
| 08 | MSMMSC INDUSTRIAL DIRECT CO-ACL A View history and evidence | $70.66M | 8.18% | 719.91K shares | — | ↗▾ | |
| 09 | MDUMDU RESOURCES GROUP INC View history and evidence | $35.48M | 4.11% | 1.81M shares | — | ↗▾ | |
| 10 | NWSNEWS CORP - CLASS BCL B View history and evidence | $33.91M | 3.93% | 1.62M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| THC TENET HEALTHCARE CORP | Non-derivative | — | — | SEC filing ↗ | |
| DHI DR HORTON INC | Non-derivative | — | — | SEC filing ↗ | |
| DECK DECKERS OUTDOOR CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1805589 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 863524509
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