59 North Capital Management, LP
Net buyer this quarter
$4.49B
19
+$1.12B
74.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DIS | $506M | 11.26% | 0.30% | +144.3% | Q1 2026 |
 AER | $407M | 9.07% | 1.67% | -10.5% | Q4 2020 |
 FERG | $380M | 8.46% | 0.83% | +12.3% | Q3 2022 |
 KMI | $332M | 7.40% | 0.47% | -1.6% | Q1 2025 |
 LPX | $331M | 7.37% | 6.01% | +29.0% | Q2 2024 |
 NWSA | $329M | 7.31% | 2.29% | +6.3% | Q4 2020 |
 CCL | $296M | 6.58% | 0.76% | +11.2% | Q1 2025 |
 DTM | $290M | 6.45% | 1.94% | -24.7% | Q2 2025 |
 GPC | $243M | 5.41% | 1.50% | +150.3% | Q1 2026 |
 SITE | $235M | 5.24% | 4.70% | +96.0% | Q3 2025 |
 VMC | $190M | 4.23% | 0.50% | New | Q2 2026 |
 L | $186M | 4.14% | 0.80% | +260.2% | Q1 2026 |
 CVX | $173M | 3.85% | 0.05% | +2.1% | Q1 2026 |
 COF | $166M | 3.68% | 0.13% | New | Q2 2026 |
 MLM | $123M | 2.75% | 0.36% | New | Q2 2026 |
 FLS | $115M | 2.56% | 1.21% | New | Q2 2026 |
 SUNB | $90.7M | 2.02% | 0.30% | New | Q2 2026 |
 FLR | $67.6M | 1.51% | 0.95% | New | Q2 2026 |
| NWS | $32.2M | 0.72% | Not reported | -24.9% | Q4 2022 |
| Q1 2026 | |||||
| AER | $428M | 12.78% | 1.87% | -5.7% | Q4 2020 |
| KMI | $354M | 10.56% | 0.47% | -7.1% | Q1 2025 |
| DTM | $353M | 10.53% | 2.57% | -14.0% | Q2 2025 |
| FERG | $333M | 9.93% | 0.73% | +13.7% | Q3 2022 |
| NWSA | $310M | 9.26% | 2.15% | -4.0% | Q4 2020 |
| CCL | $241M | 7.18% | 0.75% | +22.7% | Q1 2025 |
| LPX | $237M | 7.08% | 4.66% | -7.7% | Q2 2024 |
 CEG | $227M | 6.77% | 0.22% | +39.4% | Q4 2022 |
| CVX | $212M | 6.31% | 0.05% | New | Q1 2026 |
| DIS | $207M | 6.18% | 0.12% | New | Q1 2026 |
| SITE | $140M | 4.17% | 2.37% | -27.9% | Q3 2025 |
 WY | $89.6M | 2.67% | 0.51% | New | Q1 2026 |
| GPC | $87.1M | 2.60% | 0.60% | New | Q1 2026 |
| L | $48.7M | 1.45% | 0.22% | New | Q1 2026 |
| NWS | $43.6M | 1.30% | Not reported | -28.1% | Q4 2022 |
 LAMR | $24.2M | 0.72% | Not reported | -67.7% | Q4 2023 |
 NFG | $16.4M | 0.49% | 0.18% | New | Q1 2026 |
| Q4 2025 | |||||
| AER | $476M | 14.82% | 1.98% | -15.8% | Q4 2020 |
| DTM | $365M | 11.36% | 3.00% | -0.8% | Q2 2025 |
| NWSA | $339M | 10.54% | 2.24% | -7.5% | Q4 2020 |
| KMI | $313M | 9.73% | 0.51% | Not reported | Q1 2025 |
| LPX | $286M | 8.89% | 5.05% | +26.3% | Q2 2024 |
| FERG | $279M | 8.70% | 0.64% | Not reported | Q3 2022 |
| CCL | $232M | 7.21% | 0.65% | -6.7% | Q1 2025 |
| CEG | $206M | 6.42% | 0.19% | +25.1% | Q4 2022 |
 EXE | $203M | 6.33% | 0.77% | +37.4% | Q2 2025 |
 IBIT | $195M | 6.06% | 0.28% | +50.7% | Q3 2025 |
| SITE | $181M | 5.65% | 3.28% | -12.5% | Q3 2025 |
| LAMR | $74.9M | 2.33% | Not reported | Not reported | Q4 2023 |
| NWS | $63M | 1.96% | Not reported | -0.8% | Q4 2022 |
| Q3 2025 | |||||
| AER | $476M | 14.83% | 2.21% | -7.9% | Q4 2020 |
| NWSA | $430M | 13.41% | 2.42% | +10.7% | Q4 2020 |
| DTM | $348M | 10.83% | 3.02% | +49.0% | Q2 2025 |
| KMI | $322M | 10.03% | 0.51% | +7.3% | Q1 2025 |
| FERG | $282M | 8.78% | 0.64% | +114.7% | Q3 2022 |
| LPX | $249M | 7.75% | 4.00% | -0.3% | Q2 2024 |
| CCL | $235M | 7.32% | 0.70% | +5.5% | Q1 2025 |
| SITE | $214M | 6.68% | 3.72% | New | Q3 2025 |
| IBIT | $169M | 5.27% | 0.20% | New | Q3 2025 |
| CEG | $154M | 4.78% | 0.15% | -32.5% | Q4 2022 |
| EXE | $142M | 4.44% | 0.56% | +52.3% | Q2 2025 |
| NWS | $74M | 2.31% | Not reported | -39.6% | Q4 2022 |
| LAMR | $72.4M | 2.26% | Not reported | Not reported | Q4 2023 |