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Size ($ in 1000's)
At 12/31/2023: $1,239,937
At 09/30/2023: $863,524
59 North Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 59 North Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the 59 North Capital Management LP top holdings by largest position size, as per the latest 13f filing made by 59 North Capital Management LP.
In the 59 North Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by 59 North Capital Management LP in that top holding, then the share count change between reporting periods, and finally the 59 North Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| AERCAP HOLDINGS NV |
2,547,504 |
-324,798 |
$189,330 | | AER | 2,547,504 | -324,798 | $189,330 | | CONSTELLATION ENERGY CORP |
1,003,517 |
-68,079 |
$117,301 | | CEG | 1,003,517 | -68,079 | $117,301 | | HCA HEALTHCARE INC |
426,620 |
+426,620 |
$115,478 | | HCA | 426,620 | +426,620 | $115,478 | | FERGUSON PLC NEW |
558,868 |
+66,516 |
$107,901 | | FERG | 558,868 | +66,516 | $107,901 | | NEWS CORP NEW |
4,001,008 |
-26,679 |
$98,225 | | NWSA | 4,001,008 | -26,679 | $98,225 | | ISHARES TR (IWM) |
484,158 |
+484,158 |
$97,175 | | IWM | 484,158 | +484,158 | $97,175 | | KNIFE RIVER CORP |
1,324,763 |
-195,345 |
$87,673 | | KNF | 1,324,763 | -195,345 | $87,673 | | AMERICAN HOMES 4 RENT |
2,251,256 |
-49,000 |
$80,955 | | AMH | 2,251,256 | -49,000 | $80,955 | | AXALTA COATING SYS LTD |
2,152,229 |
+948,132 |
$73,111 | | AXTA | 2,152,229 | +948,132 | $73,111 | | MSC INDL DIRECT INC |
719,033 |
-878 |
$72,809 | | MSM | 719,033 | -878 | $72,809 | | SPDR SER TR (XOP) |
500,134 |
-45,437 |
$68,473 | | XOP | 500,134 | -45,437 | $68,473 | | NEWS CORP NEW |
2,413,362 |
+788,604 |
$62,072 | | NWS | 2,413,362 | +788,604 | $62,072 | | LAMAR ADVERTISING CO NEW |
358,143 |
+358,143 |
$38,063 | | LAMR | 358,143 | +358,143 | $38,063 |
See Full List: All Stocks Held By 59 North Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By 59 North Capital Management LP
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