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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AERAercap Holdings Nv
| 13.46% | $299.904M 3.166M shares@ $94.73 avg price | Decreased -2.06% |
NWSANews Corp New
| 7.64% | $170.239M 6.393M shares@ $26.63 avg price | Decreased -21.26% |
LAMRLamar Advertising Co New
| 3.99% | $88.947M 665,773 shares@ $133.61 avg price | Decreased -11.86% |
AXTAAxalta Coating Sys Ltd
| 3.96% | $88.096M 2.434M shares@ $36.19 avg price | Decreased -29.77% |
KNFKnife River Corp
| 0.41% | $8.939M 100,000 shares@ $89.39 avg price | Decreased -89.73% |