59 North Capital Management Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Knife River Corporation
KNF
$93.14M2.031.15M-13.29%-$14.27M5.61
Axalta Coating Systems Ltd.
AXTA
$130.86M1.733.81M+76.81%+$56.85M7.88
AerCap Holdings N.V.
AER
$204.71M1.192.36M-7.54%-$16.69M12.33
CEMEX, S.A.B. de C.V.
CX
$53.06M1.175.89MNew+$53.06M3.2
MSC Industrial Direct Co., Inc.
MSM
$46.29M0.85477,056-33.65%-$23.48M2.79
News Corporation
NWSA
$123.75M0.834.73M+18.14%+$19M7.46
American Homes 4 Rent
AMH
$91.34M0.682.48M+10.31%+$8.54M5.5
MDU Resources Group, Inc.
MDU
$29.2M0.571.16M-26.87%-$10.73M1.76
News Corporation
NWS
$68.51M0.442.53M+4.91%+$3.21M4.13
Ferguson plc
FERG
$150.86M0.34690,646+23.58%+$28.78M9.09
Lamar Advertising Company
LAMR
$39.75M0.33332,886-7.05%-$3.02M2.4
Constellation Energy Corporation
CEG
$149.9M0.26810,918-19.19%-$35.6M9.03
HCA Healthcare, Inc.
HCA
$140.31M0.16420,671-1.39%-$1.98M8.45
Liberty Live Group
LLYVK
$23.34M<0.01532,647New+$23.34M1.41
iShares Russell 2000 ETF
IWM
$220.04M<0.011.05M+116.11%+$118.22M13.26
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$94.82M<0.01611,990+22.36%+$17.33M5.71