59 North Capital Management, LP
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
14
- Value ($000)
$2,776,620
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001805589
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AER AERCAP HOLDINGS NV | SHS | N00985106 | $532.26M | 19 % | 5,209,534 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $363.98M | 13 % | 1,263,196 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $345.35M | 12 % | 1,731,163 | ||
NEWS CORP NEW | CL A | 65249B109 | $303.44M | 11 % | 11,147,654 | ||
LPX LOUISIANA PAC CORP | COM | 546347105 | $240.86M | 9 % | 2,618,643 | ||
KMI KINDER MORGAN INC DEL | COM | 49456B101 | $195.66M | 7 % | 6,857,982 | ||
FUN SIX FLAGS ENTERTAINMENT CORP | COM | 83001C108 | $135.61M | 5 % | 3,801,830 | ||
CEG CONSTELLATION ENERGY CORP | COM | 21037T109 | $133.80M | 5 % | 663,589 | ||
FERG FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | $116.07M | 4 % | 724,399 | ||
NEWS CORP NEW | CL B | 65249B208 | $115.41M | 4 % | 3,799,973 |
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