Q4 2024 · 13F-HR
59 North Capital Management, LPholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001520
$2.14B
Reported value
13
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N00985106 | AER | AERCAP HOLDINGS NV | $354.6M | 16.6% | 3,704,914 | Common | SOLE |
| 65249B109 | NWSA | NEWS CORP NEW | $246.8M | 11.5% | 8,962,112 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $205.3M | 9.59% | 1,982,826 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $193.3M | 9.03% | 864,145 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $184.1M | 8.60% | 833,096 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $173.4M | 8.10% | 716,178 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $164.8M | 7.70% | 3,420,109 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $151.6M | 7.08% | 2,542,686 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $143.1M | 6.68% | 824,470 | Common | SOLE |
| 65249B208 | NWS | NEWS CORP NEW | $132.2M | 6.18% | 4,345,606 | Common | SOLE |
| 02665T306 | AMH | AMERICAN HOMES 4 RENT | $90.8M | 4.24% | 2,427,193 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO NEW | $65.5M | 3.06% | 537,872 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $35.8M | 1.67% | 138,357 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.