59 North Capital Management, LP 13F Holdings
CIK 000300258 · Houston, TX
As of Sep 30, 2025, 59 North Capital Management, LP reported 14 positions worth $3.2B in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AERCAP HOLDINGS NV | AER | Industrials | 3,933,136 | $475.9M | 14.83% |
| NEWS CORP | NWSA | Communication Services | 14,009,242 | $430.2M | 13.41% |
| DT MIDSTREAM INC | DTM | Energy | 3,074,081 | $347.6M | 10.83% |
| KINDER MORGAN INC | KMI | Energy | 11,373,545 | $322.0M | 10.03% |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 1,255,137 | $281.9M | 8.78% |
| LOUISIANA-PACIFIC CORP | LPX | Basic Materials | 2,799,478 | $248.7M | 7.75% |
| CARNIVAL CORP | CCL | Industrials | 8,131,170 | $235.1M | 7.32% |
| SITEONE LANDSCAPE SUPPLY INC | SITE | Industrials | 1,664,731 | $214.4M | 6.68% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 2,601,533 |