59 North Capital Management, LP: 13F holdings
CIK 18055892026Q2
| Positions | 19 |
|---|
| Reported value | $4.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (+2 vs prior quarter) |
|---|
| Reported value | $4.5bn (+34.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIS DISNEY WALT CO | 5,255,314 | $505.8m | 11.3% |
| AERCAP HOLDINGS NV | 2,794,436 | $407.4m | 9.1% |
| FERG FERGUSON ENTERPRISES INC | 1,602,541 | $380.3m | 8.5% |
| KMI KINDER MORGAN INC DEL | 10,399,659 | $332.5m | 7.4% |
| LPX LOUISIANA PAC CORP | 4,209,054 | $331.1m | 7.4% |
| NWSA NEWS CORP NEW | 13,232,481 | $328.6m | 7.3% |
| CARNIVAL CORP LTD | 10,351,493 | $295.7m | 6.6% |
| DTM DT MIDSTREAM INC | 1,974,250 | $289.7m | 6.4% |
| GPC GENUINE PARTS CO | 2,061,340 | $243.2m | 5.4% |
| SITE SITEONE LANDSCAPE SUPPLY INC | 2,057,212 | $235.4m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1805589")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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