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 DTM KMI 2 stocks	$669,540 24.52% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA NWS 2 stocks	$504,219 18.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$475,909 17.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$248,705 9.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$235,072 8.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials SITE 1 stocks	$214,417 7.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$153,507 5.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHK 1 stocks	$114,934 4.21% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$72,409 2.65% of portfolio	-	-	-	-	0 Calls 0 Puts

ETFs \| ETFs IWM 1 stocks	$42,154 1.54% of portfolio	-	1	-	-	0 Calls 0 Puts

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