59 North Capital Management
$3.4B Assets Reported
19 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 3,123,399 | $428M | 12.8% |
| KMI | KINDER MORGAN INC DEL | 10,563,400 | $354M | 10.6% |
| DTM | DT MIDSTREAM INC | 2,621,909 | $353M | 10.5% |
| FERG | FERGUSON ENTERPRISES INC | 1,427,341 | $333M | 9.9% |
| NWSA | NEWS CORP NEW | 12,450,718 | $310M | 9.3% |
| CCL | CARNIVAL CORP | 9,305,802 | $241M | 7.2% |
| LPX | LOUISIANA PAC CORP | 3,263,810 | $237M | 7.1% |
| CEG | CONSTELLATION ENERGY CORP | 813,117 | $227M | 6.8% |
| CVX | CHEVRON CORPORATION | 1,022,484 | $212M | 6.3% |
| DIS | DISNEY WALT CO | 2,151,112 | $207M | 6.2% |
Track 59 North Capital Management's 13F portfolio: $3.4B in reported holdings, 19 positions. Top holdings, AUM, and quarterly changes on SentiSense.