§ 13F · FUND PROFILE
59 North Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.2B (13F)Positions · 14Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$661M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AER | AERCAP HOLDINGS NV | 3.12M | $428M | 12.8% | −6% |
| 2 | KMI | KINDER MORGAN INC DEL | 10.56M | $354M | 10.6% | −7% |
| 3 | DTM | DT MIDSTREAM INC | 2.62M | $353M | 10.5% | −14% |
| 4 | FERG | FERGUSON ENTERPRISES INC | 1.43M | $333M | 9.9% | +14% |
| 5 | NWSA | NEWS CORP NEW | 12.45M | $310M | 9.3% | −4% |
| 6 | CCL | CARNIVAL CORP | 9.31M | $241M | 7.2% | +23% |
| 7 | LPX | LOUISIANA PAC CORP | 3.26M | $237M | 7.1% | −8% |
| 8 | CEG | CONSTELLATION ENERGY CORP | 813K | $227M | 6.8% | +39% |
| 9 | CVX | CHEVRON CORPORATION | 1.02M | $212M | 6.3% | NEW |
| 10 | DIS | DISNEY WALT CO | 2.15M | $207M | 6.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 59 SIGNAL
AC read
59 North Capital Management, LP is a Other fund managing $3.2 billion in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed