59 North Capital Management, LP Portfolio Holdings by Sector

59 North Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs XOP IWM GLD 3 stocks	$307,624 15.88% of portfolio	3	-	2	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$299,871 15.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$281,427 14.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA NWS 2 stocks	$264,118 13.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$219,896 11.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$187,796 9.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CX 1 stocks	$106,102 5.48% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AMH 1 stocks	$93,839 4.84% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$88,967 4.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AXTA 1 stocks	$88,096 4.55% of portfolio	-	1	-	-	0 Calls 0 Puts

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