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Michael Bilger

@59 North Capital Management, Lp

Latest period2024 - Q3ReportedManaged Assets$2.23BTotal holdings17
Assets growth rate9.87%Assets growth rate (2-Q avg)16.07%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in 59 North Capital Management, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of 59 North Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.23B in assets, with a quarterly growth rate of 9.87% and a 2-quarter average growth rate of 16.07%. The portfolio is managed by Michael Bilger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AERAercap Holdings Nv
Recent Activity
Decreased -2.06%
13.46%
$299.904M
3.166M shares@ $94.73 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 58.15%
12.63%
$281.428M
1.082M shares@ $260.03 avg price
WDCWestern Digital Corp.
Recent Activity
Increased 7.33%
9.87%
$219.897M
3.22M shares@ $68.3 avg price
LPXLouisiana Pac Corp
Recent Activity
Increased 11.07%
8.43%
$187.814M
1.748M shares@ $107.46 avg price
NWSANews Corp New
Recent Activity
Decreased -21.26%
7.64%
$170.239M
6.393M shares@ $26.63 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
5.8%
$129.162M
3.204M shares@ $40.31 avg price
XOPSpdr Ser Tr
Recent Activity
Increased 27.47%
5.71%
$127.285M
967,799 shares@ $131.52 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
5.42%
$120.844M
608,571 shares@ $198.57 avg price
CXCemex Sab De Cv
Recent Activity
Increased 2.66%
4.77%
$106.277M
17.422M shares@ $6.1 avg price
IWMIshares Tr
Recent Activity
New Position
4.48%
$99.792M
451,774 shares@ $220.9 avg price