0000919574-24-004753.txt : 20240814 0000919574-24-004753.hdr.sgml : 20240814 20240814162231 ACCESSION NUMBER: 0000919574-24-004753 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 59 North Capital Management, LP CENTRAL INDEX KEY: 0001805589 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21019 FILM NUMBER: 241208336 BUSINESS ADDRESS: STREET 1: 3737 BUFFALO SPEEDWAY STREET 2: SUITE 1880 CITY: HOUSTON STATE: TX ZIP: 77098 BUSINESS PHONE: 646-876-3787 MAIL ADDRESS: STREET 1: 3737 BUFFALO SPEEDWAY STREET 2: SUITE 1880 CITY: HOUSTON STATE: TX ZIP: 77098 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001805589 XXXXXXXX 06-30-2024 06-30-2024 false 59 North Capital Management, LP

3737 Buffalo Speedway Suite 1880 Houston TX 77098

13F HOLDINGS REPORT 028-21019 000300258 801-114733 N Michael Bilger 646-876-3787 /s/ Michael Bilger Houston TX 08-14-2024 0 15 2029390976 INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 301313270 3232975 SH SOLE 3232975 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 90832492 2444362 SH SOLE 2444362 0 0 AXALTA COATING SYS LTD COM G0750C108 118446136 3466378 SH SOLE 3466378 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 108444760 16971011 SH SOLE 16971011 0 0 CONSTELLATION ENERGY CORP COM 21037T109 137062986 684391 SH SOLE 684391 0 0 FERGUSON PLC NEW SHS G3421J106 138891202 717228 SH SOLE 717228 0 0 HCA HEALTHCARE INC COM 40412C101 88167907 274427 SH SOLE 274427 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 68299597 973761 SH SOLE 973761 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 90293201 755402 SH SOLE 755402 0 0 LOUISIANA PAC CORP COM 546347105 129562145 1573693 SH SOLE 1573693 0 0 NEWS CORP NEW CL B 65249B208 71399686 2514959 SH SOLE 2514959 0 0 NEWS CORP NEW CL A 65249B109 223836639 8118848 SH SOLE 8118848 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 125062473 3773762 SH SOLE 3773762 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 110449843 759262 SH SOLE 759262 0 0 WESTERN DIGITAL CORP. COM 958102105 227328639 3000246 SH SOLE 3000246 0 0