59 North Capital Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,363,974	Closed	-$152M	–	16
2024 Q4	$152M	Sell	3,363,974 -896,144	-21%	-$40.4M	7.08%	8
2024 Q3	$220M	Buy	4,260,118 +290,793	+7%	+$15M	9.86%	3
2024 Q2	$227M	Buy	+3,969,325	New	+$227M	11.2%	2