59 North Capital Management, LP
19 holdingsFiling period: 2026-06-30Current AUM: $4.45Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DIS | DISNEY WALT CO | 5.26M | $505.8M | $559.3M | 12.56% | +3.10M | 2026-06-30 |
| 2 | — | AERCAP HOLDINGS NV | 2.79M | $407.4M | $407.4M | 9.15% | -328,963 | 2026-06-30 |
| 3 | FERG | FERGUSON ENTERPRISES INC | 1.60M | $380.3M | $344.7M | 7.74% | +175.2K | 2026-06-30 |
| 4 | KMI | KINDER MORGAN INC DEL | 10.40M | $332.5M | $320.0M | 7.19% | -163,741 | 2026-06-30 |
| 5 | LPX | LOUISIANA PAC CORP | 4.21M | $331.1M | $272.5M | 6.12% | +945.2K | 2026-06-30 |
| 6 | NWSA | NEWS CORP NEW | 13.23M | $328.6M | $402.7M | 9.05% | +781.8K | 2026-06-30 |
| 7 | — | CARNIVAL CORP LTD | 10.35M | $295.7M | $295.7M | 6.64% | -- | 2026-06-30 |
| 8 | DTM | DT MIDSTREAM INC | 1.97M | $289.7M | $246.9M | 5.55% | -647,659 | 2026-06-30 |
| 9 | GPC | GENUINE PARTS CO | 2.06M | $243.2M | $270.1M | 6.07% | +1.24M | 2026-06-30 |
| 10 | SITE | SITEONE LANDSCAPE SUPPLY INC | 2.06M | $235.4M | $180.2M | 4.05% | +1.01M | 2026-06-30 |
| 11 | VMC | VULCAN MATLS CO | 643.9K | $190.0M | $160.5M | 3.60% | -- | 2026-06-30 |
| 12 | L | LOEWS CORP | 1.64M | $186.2M | $179.6M | 4.03% | +1.19M | 2026-06-30 |
| 13 | CVX | CHEVRON CORPORATION | 1.04M | $173.0M | $227.3M | 5.11% | +21.4K | 2026-06-30 |
| 14 | COF | CAPITAL ONE FINL CORP | 825.2K | $165.5M | $170.7M | 3.83% | -- | 2026-06-30 |
| 15 | MLM | MARTIN MARIETTA MATLS INC | 214.1K | $123.5M | $108.5M | 2.44% | -- | 2026-06-30 |
| 16 | FLS | FLOWSERVE CORP | 1.55M | $115.2M | $110.3M | 2.48% | -- | 2026-06-30 |
| 17 | SUNB | SUNBELT RENTALS HOLDINGS INC | 1.21M | $90.7M | $87.1M | 1.96% | -- | 2026-06-30 |
| 18 | FLR | FLUOR CORP | 1.29M | $67.6M | $69.8M | 1.57% | -- | 2026-06-30 |
| 19 | NWS | NEWS CORP NEW | 1.15M | $32.2M | $38.8M | 0.87% | -379,857 | 2026-06-30 |
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