59 North Capital Management, LP

Est. AUM

$3.35B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AERCAP HOLDINGS NV	SHS	$428.5M	3123399	12.78%	SOLE
2	KINDER MORGAN INC DEL	COM	$354.2M	10563400	10.56%	SOLE
3	DT MIDSTREAM INC	COMMON STOCK	$353.1M	2621909	10.53%	SOLE
4	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$332.9M	1427341	9.93%	SOLE
5	NEWS CORP NEW	CL A	$310.4M	12450718	9.26%	SOLE
6	CARNIVAL CORP	COMMON STOCK	$240.8M	9305802	7.18%	SOLE
7	LOUISIANA PAC CORP	COM	$237.4M	3263810	7.08%	SOLE
8	CONSTELLATION ENERGY CORP	COM	$227.1M	813117	6.77%	SOLE
9	CHEVRON CORPORATION	COM	$211.6M	1022484	6.31%	SOLE
10	DISNEY WALT CO	COM	$207.3M	2151112	6.18%	SOLE
11	SITEONE LANDSCAPE SUPPLY INC	COM	$139.7M	1049440	4.17%	SOLE
12	WEYERHAEUSER CO	COM NEW	$89.6M	3669100	2.67%	SOLE
13	GENUINE PARTS CO	COM	$87.1M	823533	2.60%	SOLE
14	LOEWS CORP	COM	$48.7M	456600	1.45%	SOLE
15	NEWS CORP NEW	CL B	$43.6M	1528190	1.30%	SOLE
16	LAMAR ADVERTISING CO	CL A	$24.2M	191359	0.72%	SOLE
17	NATIONAL FUEL GAS CO	COM	$16.4M	174091	0.49%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.