13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004893
Total Value
$2.80B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 4,271,324 | $499.7M | 17.84% |
| 2 | NEWS CORP NEW | NWSLL | 12,650,867 | $376.0M | 13.42% |
| 3 | KINDER MORGAN INC DEL | EP-PC | 10,597,380 | $311.6M | 11.12% |
| 4 | LOUISIANA PAC CORP | LPX | 2,808,369 | $241.5M | 8.62% |
| 5 | DT MIDSTREAM INC | DTM | 2,063,116 | $226.8M | 8.10% |
| 6 | CONSTELLATION ENERGY CORP | CEG | 691,271 | $223.1M | 7.97% |
| 7 | CARNIVAL CORP | CUKPF | 7,704,185 | $216.6M | 7.73% |
| 8 | ISHARES TR | 464287655 | 963,347 | $207.9M | 7.42% |
| 9 | FERGUSON ENTERPRISES INC | FERG | 584,664 | $127.3M | 4.55% |
| 10 | NEWS CORP NEW | NWSLL | 3,543,717 | $121.6M | 4.34% |
| 11 | EXPAND ENERGY CORPORATION | EXE | 880,359 | $102.9M | 3.68% |
| 12 | LAMAR ADVERTISING CO NEW | LAMR | 591,487 | $71.8M | 2.56% |
| 13 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 1,886,994 | $38.3M | 1.37% |
| 14 | CORE SCIENTIFIC INC NEW | 21874A106 | 2,108,356 | $36.0M | 1.28% |