59 North Capital Management, LP
17 holdingsFiling period: 2026-03-31Current AUM: $3.36Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | AERCAP HOLDINGS NV | 3.12M | $428.5M | $428.5M | 12.74% | -187,210 | 2026-03-31 |
| 2 | KMI | KINDER MORGAN INC DEL | 10.56M | $354.2M | $339.9M | 10.11% | -810,145 | 2026-03-31 |
| 3 | DTM | DT MIDSTREAM INC | 2.62M | $353.1M | $361.8M | 10.76% | -428,411 | 2026-03-31 |
| 4 | FERG | FERGUSON ENTERPRISES INC | 1.43M | $332.9M | $334.5M | 9.94% | +172.2K | 2026-03-31 |
| 5 | NWSA | NEWS CORP NEW | 12.45M | $310.4M | $343.1M | 10.20% | -513,516 | 2026-03-31 |
| 6 | CCL | CARNIVAL CORP | 9.31M | $240.8M | $258.8M | 7.69% | +1.72M | 2026-03-31 |
| 7 | LPX | LOUISIANA PAC CORP | 3.26M | $237.4M | $236.4M | 7.03% | -273,074 | 2026-03-31 |
| 8 | CEG | CONSTELLATION ENERGY CORP | 813.1K | $227.1M | $213.6M | 6.35% | +229.6K | 2026-03-31 |
| 9 | CVX | CHEVRON CORPORATION | 1.02M | $211.6M | $201.3M | 5.98% | -- | 2026-03-31 |
| 10 | DIS | DISNEY WALT CO | 2.15M | $207.3M | $206.9M | 6.15% | -- | 2026-03-31 |
| 11 | SITE | SITEONE LANDSCAPE SUPPLY INC | 1.05M | $139.7M | $99.1M | 2.95% | -406,672 | 2026-03-31 |
| 12 | WY | WEYERHAEUSER CO | 3.67M | $89.6M | $91.8M | 2.73% | -- | 2026-03-31 |
| 13 | GPC | GENUINE PARTS CO | 823.5K | $87.1M | $102.4M | 3.04% | -- | 2026-03-31 |
| 14 | L | LOEWS CORP | 456.6K | $48.7M | $53.0M | 1.57% | -- | 2026-03-31 |
| 15 | NWS | NEWS CORP NEW | 1.53M | $43.6M | $47.8M | 1.42% | -597,379 | 2026-03-31 |
| 16 | LAMR | LAMAR ADVERTISING CO | 191.4K | $24.2M | $30.6M | 0.91% | -400,128 | 2026-03-31 |
| 17 | NFG | NATIONAL FUEL GAS CO | 174.1K | $16.4M | $14.3M | 0.43% | -- | 2026-03-31 |
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