59 North Capital Management, LP
Holdings as of 2026-06-30, filed 2026-08-14
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 45 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
19
Value reported by manager
$4.5B
Sum of our stored positions
$4.5B
should match the line above
Disclosure lag
45 d
quarter end to filing
Top 5 concentration
43.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
19 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| DISNEY WALT CO | COM | $505.8M | 5,255,314 | — | 254687106 |
| AERCAP HOLDINGS NV | SHS | $407.4M | 2,794,436 | — | N00985106 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $380.3M | 1,602,541 | — | 31488V107 |
| KINDER MORGAN INC DEL | COM | $332.5M | 10,399,659 | — | 49456B101 |
| LOUISIANA PAC CORP | COM | $331.1M | 4,209,054 | — | 546347105 |
| NEWS CORP NEW | CL A | $328.6M | 13,232,481 | — | 65249B109 |
| CARNIVAL CORP LTD | COMMON SHARES | $295.7M | 10,351,493 | — | G2004J103 |
| DT MIDSTREAM INC | COMMON STOCK | $289.7M | 1,974,250 | — | 23345M107 |
| GENUINE PARTS CO | COM | $243.2M | 2,061,340 | — | 372460105 |
| SITEONE LANDSCAPE SUPPLY INC | COM | $235.4M | 2,057,212 | — | 82982L103 |
| VULCAN MATLS CO | COM | $190M | 643,887 | — | 929160109 |
| LOEWS CORP | COM | $186.2M | 1,644,711 | — | 540424108 |
| CHEVRON CORPORATION | COM | $173M | 1,043,921 | — | 166764100 |
| CAPITAL ONE FINL CORP | COM | $165.5M | 825,152 | — | 14040H105 |
| MARTIN MARIETTA MATLS INC | COM | $123.5M | 214,146 | — | 573284106 |
| FLOWSERVE CORP | COM | $115.2M | 1,552,748 | — | 34354P105 |
| SUNBELT RENTALS HOLDINGS INC | SHS | $90.7M | 1,212,270 | — | 866966104 |
| FLUOR CORP | COM | $67.6M | 1,290,963 | — | 343412102 |
| NEWS CORP NEW | CL B | $32.2M | 1,148,333 | — | 65249B208 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-14