59 North Capital Management
$4.5B 13F equity value
23 Holdings
Quarter ended June 30, 2026
The latest 13F on file for 59 North Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DIS | DISNEY WALT CO | 5,255,314 | $506M | 11.3% |
| AER | AERCAP HOLDINGS NV | 2,794,436 | $407M | 9.1% |
| FERG | FERGUSON ENTERPRISES INC | 1,602,541 | $380M | 8.5% |
| KMI | KINDER MORGAN INC DEL | 10,399,659 | $332M | 7.4% |
| LPX | LOUISIANA PAC CORP | 4,209,054 | $331M | 7.4% |
| NWSA | NEWS CORP NEW | 13,232,481 | $329M | 7.3% |
| CCL | CARNIVAL CORP LTD | 10,351,493 | $296M | 6.6% |
| DTM | DT MIDSTREAM INC | 1,974,250 | $290M | 6.4% |
| GPC | GENUINE PARTS CO | 2,061,340 | $243M | 5.4% |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 2,057,212 | $235M | 5.2% |
Track 59 North Capital Management's 13F portfolio: $4.5B in reported holdings, 23 positions. Top holdings and quarterly changes on SentiSense.
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