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59 North Capital Management, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,493,586,476
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DISNEY WALT CO · COM · 254687106 · shares: $505,823,973
- AERCAP HOLDINGS NV · SHS · N00985106 · shares: $407,372,880
- FERGUSON ENTERPRISES INC · COMMON STOCK NEW · 31488V107 · shares: $380,331,056
- KINDER MORGAN INC DEL · COM · 49456B101 · shares: $332,477,098
- LOUISIANA PAC CORP · COM · 546347105 · shares: $331,084,188
- NEWS CORP NEW · CL A · 65249B109 · shares: $328,562,503
- CARNIVAL CORP LTD · COMMON SHARES · G2004J103 · shares: $295,742,155
- DT MIDSTREAM INC · COMMON STOCK · 23345M107 · shares: $289,701,445
- GENUINE PARTS CO · COM · 372460105 · shares: $243,196,893
- SITEONE LANDSCAPE SUPPLY INC · COM · 82982L103 · shares: $235,365,625
Reported holdings
19 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 254687106 | — | 5,255,314 shares | $505,823,973 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 2,794,436 shares | $407,372,880 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 1,602,541 shares | $380,331,056 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 10,399,659 shares | $332,477,098 |
| LOUISIANA PAC CORP | COM | 546347105 | — | 4,209,054 shares | $331,084,188 |
| NEWS CORP NEW | CL A | 65249B109 | — | 13,232,481 shares | $328,562,503 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 10,351,493 shares | $295,742,155 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 1,974,250 shares | $289,701,445 |
| GENUINE PARTS CO | COM | 372460105 | — | 2,061,340 shares | $243,196,893 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 2,057,212 shares | $235,365,625 |
| VULCAN MATLS CO | COM | 929160109 | — | 643,887 shares | $189,953,104 |
| LOEWS CORP | COM | 540424108 | — | 1,644,711 shares | $186,197,732 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,043,921 shares | $173,040,345 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 825,152 shares | $165,541,994 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 214,146 shares | $123,497,998 |
| FLOWSERVE CORP | COM | 34354P105 | — | 1,552,748 shares | $115,151,792 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 1,212,270 shares | $90,689,919 |
| FLUOR CORP | COM | 343412102 | — | 1,290,963 shares | $67,633,552 |
| NEWS CORP NEW | CL B | 65249B208 | — | 1,148,333 shares | $32,222,224 |