Universe · entity
59 North Capital Management, LP
Institutional manager (13F) · CIK 1805589
13F holdings · as of 2026-03-31 · top 17 · reported portfolio $3.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | $428M | 3,123,399 |
| 2 | KINDER MORGAN INC DEL | $354M | 10,563,400 |
| 3 | DT MIDSTREAM INC | $353M | 2,621,909 |
| 4 | FERGUSON ENTERPRISES INC | $333M | 1,427,341 |
| 5 | NEWS CORP NEW | $310M | 12,450,718 |
| 6 | CARNIVAL CORP | $241M | 9,305,802 |
| 7 | LOUISIANA PAC CORP | $237M | 3,263,810 |
| 8 | CONSTELLATION ENERGY CORP | $227M | 813,117 |
| 9 | CHEVRON CORPORATION | $212M | 1,022,484 |
| 10 | DISNEY WALT CO | $207M | 2,151,112 |
| 11 | SITEONE LANDSCAPE SUPPLY INC | $140M | 1,049,440 |
| 12 | WEYERHAEUSER CO | $90M | 3,669,100 |
| 13 | GENUINE PARTS CO | $87M | 823,533 |
| 14 | LOEWS CORP | $49M | 456,600 |
| 15 | NEWS CORP NEW | $44M | 1,528,190 |
| 16 | LAMAR ADVERTISING CO | $24M | 191,359 |
| 17 | NATIONAL FUEL GAS CO | $16M | 174,091 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.