59 North Capital Management, LP Portfolio Holdings by Sector

59 North Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Entertainment \| Communication Services NWSA NWS 2 stocks	$379,052 21.07% of portfolio	2	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM GLD 2 stocks	$357,488 19.87% of portfolio	2	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$354,560 19.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$205,321 11.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$194,354 10.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$151,620 8.43% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AMH 1 stocks	$90,825 5.05% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$65,480 3.64% of portfolio	-	1	-	-	0 Calls 0 Puts

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