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 GLD IWM 2 stocks	$709,326 29.1% of portfolio	2	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$532,258 21.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA NWS 2 stocks	$418,844 17.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$240,862 9.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI 1 stocks	$195,658 8.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical NCLH CCL 2 stocks	$139,180 5.71% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$133,799 5.49% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$67,299 2.76% of portfolio	1	-	-	-	0 Calls 0 Puts

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