$876 Million is the total value of 59 North Capital Management, LP's 13 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NEWS CORP NEW | 15 | Q2 2024 | 13.5% |
| AMERICAN HOMES 4 RENT | 15 | Q2 2024 | 13.8% |
| DECKERS OUTDOOR CORP | 11 | Q2 2023 | 17.9% |
| MSC INDL DIRECT INC | 9 | Q1 2024 | 10.1% |
| SPDR SER TR | 9 | Q2 2024 | 9.3% |
| AERCAP HOLDINGS NV | 8 | Q2 2024 | 20.8% |
| FERGUSON PLC NEW | 8 | Q2 2024 | 9.7% |
| BROOKDALE SR LIVING INC | 8 | Q4 2022 | 11.2% |
| VIAD CORP | 8 | Q3 2022 | 10.2% |
| MDU RES GROUP INC | 8 | Q1 2024 | 13.8% |
View 59 North Capital Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View 59 North Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.