59 North Capital Management, LP Portfolio Holdings by Sector

59 North Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas Midstream \| Energy KMI DTM 2 stocks	$538,319 20.62% of portfolio	2	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$499,744 19.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA NWS 2 stocks	$497,567 19.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL NCLH 2 stocks	$254,909 9.77% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$241,491 9.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$223,114 8.55% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM 1 stocks	$207,880 7.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHK 1 stocks	$75,473 2.89% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$71,782 2.75% of portfolio	-	-	-	-	0 Calls 0 Puts

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