59 North Capital Management, LP
CIK 1805589 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- AER15.27%
- CEG9.46%
- HCA9.31%
- G3421J1068.70%
- NWSA7.92%
- IWM7.84%
- KNF7.07%
- AMH6.53%
- AXTA5.90%
- MSM5.87%
Share classes counted separately83.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AERWeight decreased · -5.58 pp20.85% → 15.27%Shares -324.80K (-11.31%)
- CEGWeight decreased · -4.08 pp13.54% → 9.46%Shares -68.08K (-6.35%)
- XOPWeight decreased · -3.82 pp9.34% → 5.52%Shares -45.44K (-8.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
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 | $189.33M | 15.27% | 2.55M shares | 20.85% → 15.27%-5.58 pp -324.80K (-11.31%) | Reduced | ↗▾ |
| 02 | CEGCONSTELLATION ENERGY View history and evidence | $117.30M | 9.46% | 1.00M shares | 13.54% → 9.46%-4.08 pp -68.08K (-6.35%) | Reduced | ↗▾ |
| 03 | HCAHCA HEALTHCARE INC View history and evidence | $115.48M | 9.31% | 426.62K shares | Prior unavailable +426.62K | New | ↗▾ |
| 04 | G3421J106FERGUSON PLCSHS View history and evidence | $107.90M | 8.70% | 558.87K shares | 9.38% → 8.70%-0.68 pp +66.52K (+13.51%) | Added | ↗▾ |
| 05 | NWSANEWS CORP - CLASS ACL A View history and evidence | $98.22M | 7.92% | 4.00M shares | 9.36% → 7.92%-1.44 pp -26.68K (-0.66%) | Reduced | ↗▾ |
| 06 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $97.18M | 7.84% | 484.16K shares | Prior unavailable +484.16K | New | ↗▾ |
| 07 | KNFKNIFE RIVER CORPCOMMON STOCK View history and evidence | $87.67M | 7.07% | 1.32M shares | 8.60% → 7.07%-1.53 pp -195.34K (-12.85%) | Reduced | ↗▾ |
| 08 | AMHAMERICAN HOMES 4 RENT- ACL A View history and evidence | $80.96M | 6.53% | 2.25M shares | 8.97% → 6.53%-2.44 pp -49.00K (-2.13%) | Reduced | ↗▾ |
| 09 | AXTAAXALTA COATING SYSTEMS LTD View history and evidence | $73.11M | 5.90% | 2.15M shares | 3.75% → 5.90%+2.15 pp +948.13K (+78.74%) | Added | ↗▾ |
| 10 | MSMMSC INDUSTRIAL DIRECT CO-ACL A View history and evidence | $72.81M | 5.87% | 719.03K shares | 8.18% → 5.87%-2.31 pp -878 (-0.12%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1805589 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1239937663
}Take these holdings further.
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