The Analysis of 59 North Capital Management, LP's Holdings


Currently, 59 North Capital Management, LP holds 13 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in AER (+3.3M shares, valued at $475.9M), DTM (+3.1M shares, valued at $365.1M), NWSA (+13.0M shares, valued at $338.6M); decreased their positions in LPX (-194.0K shares, valued at $15.7M); initiated new positions in AER (+3.3M shares, valued at $475.9M), DTM (+3.1M shares, valued at $365.1M), NWSA (+13.0M shares, valued at $338.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AER AERCAP HOLDINGS NV3.3M sharesnew addition2025-12-312026-02-17history
DTM DT MIDSTREAM INC3.1M sharesnew addition2025-12-312026-02-17history
NWSA NEWS CORP NEW13.0M sharesnew addition2025-12-312026-02-17history
KMI KINDER MORGAN INC DEL11.4M sharesnew addition2025-12-312026-02-17history
LPX LOUISIANA PAC CORP3.5M shares-5.20%2025-12-312026-02-17history
FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.3M sharesnew addition2025-12-312026-02-17history
CCL CARNIVAL CORP7.6M sharesnew addition2025-12-312026-02-17history
CEG CONSTELLATION ENERGY CORP583.5K sharesnew addition2025-12-312026-02-17history
Sponsored
EXE EXPAND ENERGY CORPORATION1.8M sharesnew addition2025-12-312026-02-17history
IBIT ISHARES BITCOIN TRUST ETF3.9M sharesnew addition2025-12-312026-02-17history
SITE SITEONE LANDSCAPE SUPPLY INC1.5M sharesnew addition2025-12-312026-02-17history
LAMR LAMAR ADVERTISING CO NEW591.5K sharesnew addition2025-12-312026-02-17history
NWS NEWS CORP NEW2.1M sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available