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59 North Capital Management, LP

Q4 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    13

  • Value ($000)

    $3,212,235

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AER

AERCAP HOLDINGS NV

SHS
N00985106
$475.93M
15 %

3,310,609

D
DTM

DT MIDSTREAM INC

COMMON STOCK
23345M107
$365.06M
11 %

3,050,320

---

NEWS CORP NEW

CL A
65249B109
$338.63M
11 %

12,964,234

K
KMI

KINDER MORGAN INC DEL

COM
49456B101
$312.66M
10 %

11,373,545

L
LPX

LOUISIANA PAC CORP

COM
546347105
$285.64M
9 %

3,536,884

F
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$279.43M
9 %

1,255,137

C
CCL

CARNIVAL CORP

UNIT 99/99/9999
143658300
$231.61M
7 %

7,583,688

C
CEG

CONSTELLATION ENERGY CORP

COM
21037T109
$206.13M
6 %

583,500

C
CHK

EXPAND ENERGY CORPORATION

COM
165167735
$203.24M
6 %

1,841,634

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$194.68M
6 %

3,921,034

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