59 North Capital Management, LP
CIK 1805589 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- AER19.17%
- GLD13.11%
- IWM12.44%
- NWSA10.93%
- LPX8.67%
- KMI7.05%
- FUN4.88%
- CEG4.82%
- FERG4.18%
- NWS4.16%
Share classes counted separately89.41%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDWeight increased · +5.01 pp8.10% → 13.11%Shares +547.02K (+76.38%)
- CEGWeight decreased · -4.21 pp9.03% → 4.82%Shares -200.56K (-23.21%)
- IWMWeight increased · +3.84 pp8.60% → 12.44%Shares +898.07K (+107.80%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AERAERCAP HOLDINGS NVSHS View history and evidence | $532.26M | 19.17% | 5.21M shares | 16.56% → 19.17%+2.61 pp +1.50M (+40.61%) | Added | ↗▾ |
| 02 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $363.98M | 13.11% | 1.26M shares | 8.10% → 13.11%+5.01 pp +547.02K (+76.38%) | Added | ↗▾ |
| 03 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $345.35M | 12.44% | 1.73M shares | 8.60% → 12.44%+3.84 pp +898.07K (+107.80%) | Added | ↗▾ |
| 04 | NWSANEWS CORP - CLASS ACL A View history and evidence | $303.44M | 10.93% | 11.15M shares | 11.53% → 10.93%-0.60 pp +2.19M (+24.39%) | Added | ↗▾ |
| 05 | LPXLOUISIANA-PACIFIC CORP View history and evidence | $240.86M | 8.67% | 2.62M shares | 9.59% → 8.67%-0.92 pp +635.82K (+32.07%) | Added | ↗▾ |
| 06 | KMIKINDER MORGAN INC View history and evidence | $195.66M | 7.05% | 6.86M shares | Prior unavailable +6.86M | New | ↗▾ |
| 07 | FUNSIX FLAGS ENTERTAINMENT CORP View history and evidence | $135.61M | 4.88% | 3.80M shares | 7.70% → 4.88%-2.82 pp +381.72K (+11.16%) | Added | ↗▾ |
| 08 | CEGCONSTELLATION ENERGY View history and evidence | $133.80M | 4.82% | 663.59K shares | 9.03% → 4.82%-4.21 pp -200.56K (-23.21%) | Reduced | ↗▾ |
| 09 | FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW View history and evidence | $116.07M | 4.18% | 724.40K shares | 6.68% → 4.18%-2.50 pp -100.07K (-12.14%) | Reduced | ↗▾ |
| 10 | NWSNEWS CORP - CLASS BCL B View history and evidence | $115.41M | 4.16% | 3.80M shares | 6.18% → 4.16%-2.02 pp -545.63K (-12.56%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WDC WESTERN DIGITAL CORP | Non-derivative | -2,542,686 | -$151.62M | SEC filing ↗ | SEC filing ↗ |
| AMH AMERICAN HOMES 4 RENT- A | Non-derivative | -2,427,193 | -$90.83M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1805589 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2776620210
}Take these holdings further.
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