59 North Capital Management, LP

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    14

  • Value ($000)

    $3,209,346

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001805589
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$475.91 M
15 %

3,933,136

---

NEWS CORP NEW

CL A
65249B109
$430.22 M
13 %

14,009,242

DTM
DTM

DT MIDSTREAM INC

COMMON STOCK
23345M107
$347.56 M
11 %

3,074,081

KMI
KMI

KINDER MORGAN INC DEL

COM
49456B101
$321.99 M
10 %

11,373,545

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$281.88 M
9 %

1,255,137

LPX
LPX

LOUISIANA PAC CORP

COM
546347105
$248.71 M
8 %

2,799,478

CCL
CCL

CARNIVAL CORP

UNIT 99/99/9999
143658300
$235.07 M
7 %

8,131,170

SITE
SITE

SITEONE LANDSCAPE SUPPLY INC

COM
82982L103
$214.42 M
7 %

1,664,731

IBIT
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$169.10 M
5 %

2,601,533

CEG
CEG

CONSTELLATION ENERGY CORP

COM
21037T109
$153.51 M
5 %

466,489

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