59 North Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.35B
Q ending 2026-03-31
Prior quarter
$3.21B
Q ending 2025-12-31
Change
+4.4% QoQ · +20.7% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Aercap Holdings Nv | Shares | $428.5M | 3.1M | |
| Kinder Morgan Inc Del | KMI | Shares | $354.2M | 10.6M |
| Dt Midstream Inc | DTM | Shares | $353.1M | 2.6M |
| Ferguson Enterprises Inc | FERG | Shares | $332.9M | 1.4M |
| News Corp New | NWSA | Shares | $310.4M | 12.5M |
| Carnival Corp | CCL1EUR | Shares | $240.8M | 9.3M |
| Louisiana Pac Corp | LPX | Shares | $237.4M | 3.3M |
| Constellation Energy Corp | CEG | Shares | $227.1M | 813K |
| Chevron Corporation | CVX | Shares | $211.6M | 1.0M |
| Disney Walt Co | DIS | Shares | $207.3M | 2.2M |
| Siteone Landscape Supply Inc | SITE | Shares | $139.7M | 1.0M |
| Weyerhaeuser Co | WY | Shares | $89.6M | 3.7M |
| Genuine Parts Co | GPC | Shares | $87.1M | 824K |
| Loews Corp | L | Shares | $48.7M | 457K |
| News Corp New | NWS | Shares | $43.6M | 1.5M |
| Lamar Advertising Co | LAMR | Shares | $24.2M | 191K |
| National Fuel Gas Co | NFG | Shares | $16.4M | 174K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.