59 North Capital Management, LP Portfolio Holdings

59 North Capital Management, LP

  • $2.61 Billion
  • Q2 2025

59 North Capital Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.61 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aer Cap Holdings N.V. with a value of $500M, News Corp with a value of $376M, Kinder Morgan, Inc. with a value of $312M, Louisiana Pacific Corp with a value of $241M, and Dt Midstream, Inc. with a value of $227M.

Examining the 13F form we can see an increase of $173M in the current position value, from $2.44B to 2.61B.

59 North Capital Management, LP is based out at New York, NY

Below you can find more details about 59 North Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $2.61 Billion
Industrials: $741 Million
Energy: $614 Million
Communication Services: $498 Million
Consumer Cyclical: $255 Million
Utilities: $223 Million
ETFs: $208 Million
Real Estate: $71.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28B
$500 Million 19.15% of portfolio
4,271,324
Q2 2025 Reduced 18.01%
$11B
$376 Million 14.4% of portfolio
12,650,867
Q2 2025 Added 13.48%
$59.7B
$312 Million 11.94% of portfolio
10,597,380
Q2 2025 Added 54.53%
$7.05B
$241 Million 9.25% of portfolio
2,808,369
Q2 2025 Added 7.25%
$10B
$227 Million 8.69% of portfolio
2,063,116
Q2 2025 New
$111B
$223 Million 8.55% of portfolio
691,271
Q2 2025 Added 4.17%
$33B
$217 Million 8.3% of portfolio
7,704,185
Q2 2025 Added 117.11%
$0
$208 Million 7.96% of portfolio
963,347
Q2 2025 Reduced 44.35%
$6.41B
$122 Million 4.66% of portfolio
3,543,717
Q2 2025 Reduced 6.74%
$10.4B
$75.5 Million 2.89% of portfolio
880,359
Q2 2025 New
$10.2B
$71.8 Million 2.75% of portfolio
591,487
Q1 2025 Added 9.97%
$10.2B
$38.3 Million 1.47% of portfolio
1,886,994
Q2 2025 Reduced 48.8%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 19.29%
Core Scientific Inc New
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $2.61 Billion
  • Prior Value $2.44 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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