Hedge Fund - 59 North Capital

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No. Security Ticker Shares Value Activity % Port History
1. DIS 5,255,314 $505,823,973 +145% 11.26%
2. AER 2,794,436 $407,372,880 -11% 9.07%
3.
Ferguson Enterprises Inc
1,602,541 $380,331,056 +13% 8.46%
4. KMI 10,399,659 $332,477,098 -2% 7.4%
5. LPX 4,209,054 $331,084,188 +29% 7.37%