59 North Capital Management, LP
CIK 1805589 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- IWM13.26%
- AER12.33%
- G3421J1069.09%
- CEG9.03%
- HCA8.45%
- AXTA7.88%
- NWSA7.46%
- XOP5.71%
- KNF5.61%
- AMH5.50%
Share classes counted separately84.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWMWeight increased · +5.42 pp7.84% → 13.26%Shares +562.16K (+116.11%)
- MSMWeight decreased · -3.08 pp5.87% → 2.79%Shares -241.98K (-33.65%)
- AERWeight decreased · -2.94 pp15.27% → 12.33%Shares -192.04K (-7.54%)
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 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $220.04M | 13.26% | 1.05M shares | 7.84% → 13.26%+5.42 pp +562.16K (+116.11%) | Added | ↗▾ |
| 02 | AERAERCAP HOLDINGS NVSHS View history and evidence | $204.71M | 12.33% | 2.36M shares | 15.27% → 12.33%-2.94 pp -192.04K (-7.54%) | Reduced | ↗▾ |
| 03 | G3421J106FERGUSON PLCSHS View history and evidence | $150.86M | 9.09% | 690.65K shares | 8.70% → 9.09%+0.39 pp +131.78K (+23.58%) | Added | ↗▾ |
| 04 | CEGCONSTELLATION ENERGY View history and evidence | $149.90M | 9.03% | 810.92K shares | 9.46% → 9.03%-0.43 pp -192.60K (-19.19%) | Reduced | ↗▾ |
| 05 | HCAHCA HEALTHCARE INC View history and evidence | $140.31M | 8.45% | 420.67K shares | 9.31% → 8.45%-0.86 pp -5.95K (-1.39%) | Reduced | ↗▾ |
| 06 | AXTAAXALTA COATING SYSTEMS LTD View history and evidence | $130.86M | 7.88% | 3.81M shares | 5.90% → 7.88%+1.98 pp +1.65M (+76.81%) | Added | ↗▾ |
| 07 | NWSANEWS CORP - CLASS ACL A View history and evidence | $123.75M | 7.46% | 4.73M shares | 7.92% → 7.46%-0.46 pp +725.74K (+18.14%) | Added | ↗▾ |
| 08 | XOPSS SPDR S&P OG EXP & PRODS&P OILGAS EXP View history and evidence | $94.82M | 5.71% | 611.99K shares | 5.52% → 5.71%+0.19 pp +111.86K (+22.37%) | Added | ↗▾ |
| 09 | KNFKNIFE RIVER CORPCOMMON STOCK View history and evidence | $93.14M | 5.61% | 1.15M shares | 7.07% → 5.61%-1.46 pp -175.99K (-13.28%) | Reduced | ↗▾ |
| 10 | AMHAMERICAN HOMES 4 RENT- ACL A View history and evidence | $91.34M | 5.50% | 2.48M shares | 6.53% → 5.50%-1.03 pp +232.19K (+10.31%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1805589 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1659883838
}Take these holdings further.
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