Institutional Manager · CIK 0001805589
59 North Capital Management, LP
New York, NY · File #028-21019
Latest AUM
$3.21B
Positions
13
Top-10 Concentration
90.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202513 pos · $3.21B
- 13F HOLDINGS REPORTQ/E Sep 202514 pos · $3.21B
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $2.80B
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $2.78B
- 13F HOLDINGS REPORTQ/E Dec 202413 pos · $2.14B
- 13F HOLDINGS REPORTQ/E Sep 202417 pos · $2.23B
- 13F HOLDINGS REPORTQ/E Jun 202415 pos · $2.03B
- 13F HOLDINGS REPORTQ/E Mar 202416 pos · $1.66B
- 13F HOLDINGS REPORTQ/E Dec 202311 pos · $863.5M
- 13F HOLDINGS REPORTQ/E Sep 202313 pos · $875.9M
- 13F HOLDINGS REPORTQ/E Jun 202312 pos · $683.3M
- 13F HOLDINGS REPORTQ/E Mar 202314 pos · $558.1M
Top 13 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |