Holders — by stockHoldings — by fund
59 North Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001805589
$4.49B
disclosed book value
19
positions
11.3%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DISDISNEY WALT CO | 5.3M | $505.8M | 11.3% |
| 2 | AERAERCAP HOLDINGS NV | 2.8M | $407.4M | 9.1% |
| 3 | FERGFERGUSON ENTERPRISES INC | 1.6M | $380.3M | 8.5% |
| 4 | KMIKINDER MORGAN INC DEL | 10.4M | $332.5M | 7.4% |
| 5 | LPXLOUISIANA PAC CORP | 4.2M | $331.1M | 7.4% |
| 6 | NWSANEWS CORP NEW | 13.2M | $328.6M | 7.3% |
| 7 | CCLCARNIVAL CORP LTD | 10.4M | $295.7M | 6.6% |
| 8 | DTMDT MIDSTREAM INC | 2.0M | $289.7M | 6.4% |
| 9 | GPCGENUINE PARTS CO | 2.1M | $243.2M | 5.4% |
| 10 | SITESITEONE LANDSCAPE SUPPLY INC | 2.1M | $235.4M | 5.2% |
| 11 | VMCVULCAN MATLS CO | 643,887 | $190.0M | 4.2% |
| 12 | LLOEWS CORP | 1.6M | $186.2M | 4.1% |
| 13 | CVXCHEVRON CORPORATION | 1.0M | $173.0M | 3.9% |
| 14 | COFCAPITAL ONE FINL CORP | 825,152 | $165.5M | 3.7% |
| 15 | MLMMARTIN MARIETTA MATLS INC | 214,146 | $123.5M | 2.7% |
| 16 | FLSFLOWSERVE CORP | 1.6M | $115.2M | 2.6% |
| 17 | SUNBSUNBELT RENTALS HOLDINGS INC | 1.2M | $90.7M | 2% |
| 18 | FLRFLUOR CORP | 1.3M | $67.6M | 1.5% |
| 19 | NWSNEWS CORP NEW | 1.1M | $32.2M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.