59 North Capital Management, LP

Q4 2024 13F Holdings

  • Location
    houston, TX
  • Num holdings

    13

  • Value ($000)

    $2,141,345

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001805589
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AER
AER

AERCAP HOLDINGS NV

SHS
$354.56M
17 %

3,704,914

---

NEWS CORP NEW

CL A
$246.82M
12 %

8,962,112

LPX
LPX

LOUISIANA PAC CORP

COM
$205.32M
10 %

1,982,826

CEG
CEG

CONSTELLATION ENERGY CORP

COM
$193.32M
9 %

864,145

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$184.08M
9 %

833,096

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$173.41M
8 %

716,178

FUN
FUN

SIX FLAGS ENTERTAINMENT CORP

COM
$164.82M
8 %

3,420,109

WDC
WDC

WESTERN DIGITAL CORP

COM
$151.62M
7 %

2,542,686

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
$143.10M
7 %

824,470

---

NEWS CORP NEW

CL B
$132.24M
6 %

4,345,606

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