13F HOLDINGS REPORT
59 North Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-001182
Total Value
$3.21B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AERCAP HOLDINGS NV | AER | 3,310,609 | $475.9M | 14.82% |
| 2 | DT MIDSTREAM INC | DTM | 3,050,320 | $365.1M | 11.36% |
| 3 | NEWS CORP NEW | NWSLL | 12,964,234 | $338.6M | 10.54% |
| 4 | KINDER MORGAN INC DEL | EP-PC | 11,373,545 | $312.7M | 9.73% |
| 5 | LOUISIANA PAC CORP | LPX | 3,536,884 | $285.6M | 8.89% |
| 6 | FERGUSON ENTERPRISES INC | FERG | 1,255,137 | $279.4M | 8.70% |
| 7 | CARNIVAL CORP | CUKPF | 7,583,688 | $231.6M | 7.21% |
| 8 | CONSTELLATION ENERGY CORP | CEG | 583,500 | $206.1M | 6.42% |
| 9 | EXPAND ENERGY CORPORATION | EXE | 1,841,634 | $203.2M | 6.33% |
| 10 | ISHARES BITCOIN TRUST ETF | IBIT | 3,921,034 | $194.7M | 6.06% |
| 11 | SITEONE LANDSCAPE SUPPLY INC | SITE | 1,456,112 | $181.4M | 5.65% |
| 12 | LAMAR ADVERTISING CO NEW | LAMR | 591,487 | $74.9M | 2.33% |
| 13 | NEWS CORP NEW | NWSLL | 2,125,569 | $63.0M | 1.96% |