Institutions / 59 North Capital Management, LP

59 North Capital Management, LP

CIK 1805589 · Institution · as of Dec 31, 2025
Portfolio value
$3.21B
Positions
13
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
AerCap Holdings N.V.—$475.93M3,310,60914.8%
DT Midstream, Inc.—$365.06M3,050,32011.4%
News Corp—$338.63M12,964,23410.5%
Kinder Morgan, Inc.—$312.66M11,373,5459.7%
Louisiana-Pacific Corp—$285.64M3,536,8848.9%
Ferguson Enterprises Inc. /DE—$279.43M1,255,1378.7%
Carnival Corp Ltd.—$231.61M7,583,6887.2%
Constellation Energy Corp—$206.13M583,5006.4%
EXPAND ENERGY Corp—$203.24M1,841,6346.3%
iShares Bitcoin Trust ETF—$194.68M3,921,0346.1%
SiteOne Landscape Supply, Inc.—$181.37M1,456,1125.6%
Lamar Advertising Co—$74.87M591,4872.3%
News Corp—$62.98M2,125,5692.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.