13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003246
Total Value
$2.78B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 5,209,534 | $532.3M | 19.17% |
| 2 | SPDR GOLD TR | GLD | 1,263,196 | $364.0M | 13.11% |
| 3 | ISHARES TR | 464287655 | 1,731,163 | $345.3M | 12.44% |
| 4 | NEWS CORP NEW | NWSLL | 11,147,654 | $303.4M | 10.93% |
| 5 | LOUISIANA PAC CORP | LPX | 2,618,643 | $240.9M | 8.67% |
| 6 | KINDER MORGAN INC DEL | EP-PC | 6,857,982 | $195.7M | 7.05% |
| 7 | SIX FLAGS ENTERTAINMENT CORP | FUN | 3,801,830 | $135.6M | 4.88% |
| 8 | CONSTELLATION ENERGY CORP | CEG | 663,589 | $133.8M | 4.82% |
| 9 | FERGUSON ENTERPRISES INC | FERG | 724,399 | $116.1M | 4.18% |
| 10 | NEWS CORP NEW | NWSLL | 3,799,973 | $115.4M | 4.16% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 395,887 | $87.7M | 3.16% |
| 12 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 3,685,505 | $69.9M | 2.52% |
| 13 | CARNIVAL CORP | CUKPF | 3,548,555 | $69.3M | 2.50% |
| 14 | LAMAR ADVERTISING CO NEW | LAMR | 591,487 | $67.3M | 2.42% |