59 North Capital Management, LP
CIK 1805589 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- AER16.56%
- NWSA11.53%
- LPX9.59%
- CEG9.03%
- IWM8.60%
- GLD8.10%
- FUN7.70%
- WDC7.08%
- FERG6.68%
- NWS6.18%
Share classes counted separately91.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDWeight increased · +4.49 pp3.61% → 8.10%Shares +384.84K (+116.15%)
- IWMWeight increased · +4.12 pp4.48% → 8.60%Shares +381.32K (+84.41%)
- NWSAWeight increased · +3.89 pp7.64% → 11.53%Shares +2.57M (+40.19%)
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 13
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 | $354.56M | 16.56% | 3.70M shares | 13.45% → 16.56%+3.11 pp +538.70K (+17.01%) | Added | ↗▾ |
| 02 | NWSANEWS CORP - CLASS ACL A View history and evidence | $246.82M | 11.53% | 8.96M shares | 7.64% → 11.53%+3.89 pp +2.57M (+40.19%) | Added | ↗▾ |
| 03 | LPXLOUISIANA-PACIFIC CORP View history and evidence | $205.32M | 9.59% | 1.98M shares | 8.42% → 9.59%+1.17 pp +235.07K (+13.45%) | Added | ↗▾ |
| 04 | CEGCONSTELLATION ENERGY View history and evidence | $193.32M | 9.03% | 864.14K shares | 12.62% → 9.03%-3.59 pp -218.19K (-20.16%) | Reduced | ↗▾ |
| 05 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $184.08M | 8.60% | 833.10K shares | 4.48% → 8.60%+4.12 pp +381.32K (+84.41%) | Added | ↗▾ |
| 06 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $173.41M | 8.10% | 716.18K shares | 3.61% → 8.10%+4.49 pp +384.84K (+116.15%) | Added | ↗▾ |
| 07 | FUNSIX FLAGS ENTERTAINMENT CORP View history and evidence | $164.82M | 7.70% | 3.42M shares | 5.79% → 7.70%+1.91 pp +215.90K (+6.74%) | Added | ↗▾ |
| 08 | WDCWESTERN DIGITAL CORP View history and evidence | $151.62M | 7.08% | 2.54M shares | 9.86% → 7.08%-2.78 pp -677.36K (-21.04%) | Reduced | ↗▾ |
| 09 | FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW View history and evidence | $143.10M | 6.68% | 824.47K shares | 5.42% → 6.68%+1.26 pp +215.90K (+35.48%) | Added | ↗▾ |
| 10 | NWSNEWS CORP - CLASS BCL B View history and evidence | $132.24M | 6.18% | 4.35M shares | 4.21% → 6.18%+1.97 pp +986.78K (+29.38%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XOP SS SPDR S&P OG EXP & PROD | Non-derivative | -967,799 | -$127.28M | SEC filing ↗ | SEC filing ↗ |
| CX CEMEX SAB-SPONS ADR PART CER | Non-derivative | -17,422,432 | -$106.28M | SEC filing ↗ | SEC filing ↗ |
| AXTA AXALTA COATING SYSTEMS LTD | Non-derivative | -2,434,270 | -$88.10M | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2141345349
}Take these holdings further.
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