59 North Capital Management, LP
CIK 1805589 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- AER12.78%
- KMI10.56%
- DTM10.53%
- FERG9.93%
- NWSA9.26%
- 1436583007.18%
- LPX7.08%
- CEG6.77%
- CVX6.31%
- DIS6.18%
Share classes counted separately86.58%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AERWeight decreased · -2.04 pp14.82% → 12.78%Shares -187.21K (-5.65%)
- LPXWeight decreased · -1.81 pp8.89% → 7.08%Shares -273.07K (-7.72%)
- LAMRWeight decreased · -1.61 pp2.33% → 0.72%Shares -400.13K (-67.65%)
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 17
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 | $428.47M | 12.78% | 3.12M shares | 14.82% → 12.78%-2.04 pp -187.21K (-5.65%) | Reduced | ↗▾ |
| 02 | KMIKINDER MORGAN INC View history and evidence | $354.19M | 10.56% | 10.56M shares | 9.73% → 10.56%+0.83 pp -810.14K (-7.12%) | Reduced | ↗▾ |
| 03 | DTMDT MIDSTREAM INCCOMMON STOCK View history and evidence | $353.09M | 10.53% | 2.62M shares | 11.36% → 10.53%-0.83 pp -428.41K (-14.04%) | Reduced | ↗▾ |
| 04 | FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW View history and evidence | $332.94M | 9.93% | 1.43M shares | 8.70% → 9.93%+1.23 pp +172.20K (+13.72%) | Added | ↗▾ |
| 05 | NWSANEWS CORP - CLASS ACL A View history and evidence | $310.40M | 9.26% | 12.45M shares | 10.54% → 9.26%-1.28 pp -513.52K (-3.96%) | Reduced | ↗▾ |
| 06 | 143658300CARNIVAL CORPCOMMON STOCK View history and evidence | $240.83M | 7.18% | 9.31M shares | 7.21% → 7.18%-0.03 pp +1.72M (+22.71%) | Added | ↗▾ |
| 07 | LPXLOUISIANA-PACIFIC CORP View history and evidence | $237.44M | 7.08% | 3.26M shares | 8.89% → 7.08%-1.81 pp -273.07K (-7.72%) | Reduced | ↗▾ |
| 08 | CEGCONSTELLATION ENERGY View history and evidence | $227.06M | 6.77% | 813.12K shares | 6.42% → 6.77%+0.35 pp +229.62K (+39.35%) | Added | ↗▾ |
| 09 | CVXCHEVRON CORP View history and evidence | $211.55M | 6.31% | 1.02M shares | Prior unavailable +1.02M | New | ↗▾ |
| 10 | DISWALT DISNEY CO/THE View history and evidence | $207.32M | 6.18% | 2.15M shares | Prior unavailable +2.15M | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXE EXPAND ENERGY CORP | Non-derivative | -1,841,634 | -$203.24M | SEC filing ↗ | SEC filing ↗ |
| IBIT ISHARES BITCOIN TRUST ETF | Non-derivative | -3,921,034 | -$194.68M | 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3352621483
}Take these holdings further.
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