13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-007002
Total Value
$3.21B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 3,933,136 | $475.9M | 14.83% |
| 2 | NEWS CORP NEW | NWSLL | 14,009,242 | $430.2M | 13.41% |
| 3 | DT MIDSTREAM INC | DTM | 3,074,081 | $347.6M | 10.83% |
| 4 | KINDER MORGAN INC DEL | EP-PC | 11,373,545 | $322.0M | 10.03% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 1,255,137 | $281.9M | 8.78% |
| 6 | LOUISIANA PAC CORP | LPX | 2,799,478 | $248.7M | 7.75% |
| 7 | CARNIVAL CORP | CUKPF | 8,131,170 | $235.1M | 7.32% |
| 8 | SITEONE LANDSCAPE SUPPLY INC | SITE | 1,664,731 | $214.4M | 6.68% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 2,601,533 | $169.1M | 5.27% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 466,489 | $153.5M | 4.78% |
| 11 | EXPAND ENERGY CORPORATION | EXE | 1,340,657 | $142.4M | 4.44% |
| 12 | NEWS CORP NEW | NWSLL | 2,141,709 | $74.0M | 2.31% |
| 13 | LAMAR ADVERTISING CO NEW | LAMR | 591,487 | $72.4M | 2.26% |
| 14 | ISHARES TR | 464287655 | 174,219 | $42.2M | 1.31% |