59 North Capital Management, LP Portfolio Holdings

59 North Capital Management, LP

  • $2.73 Billion
  • Q3 2025

59 North Capital Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.73 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 $476M, News Corp with a value of $430M, Dt Midstream, Inc. with a value of $348M, Kinder Morgan, Inc. with a value of $322M, and Louisiana Pacific Corp with a value of $249M.

Examining the 13F form we can see an increase of $121M in the current position value, from $2.61B to 2.73B.

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 $2.73 Billion
Industrials: $939 Million
Energy: $784 Million
Communication Services: $504 Million
Consumer Cyclical: $235 Million
Utilities: $154 Million
Real Estate: $72.4 Million
ETFs: $42.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.6B
$476 Million 17.43% of portfolio
3,933,136
Q3 2025 Reduced 7.92%
$10B
$430 Million 15.75% of portfolio
14,009,242
Q3 2025 Added 10.74%
$11.2B
$348 Million 12.73% of portfolio
3,074,081
Q3 2025 Added 49.0%
$61.6B
$322 Million 11.79% of portfolio
11,373,545
Q3 2025 Added 7.32%
$5.57B
$249 Million 9.11% of portfolio
2,799,478
Q3 2025 Reduced 0.32%
$29B
$235 Million 8.61% of portfolio
8,131,170
Q3 2025 Added 5.54%
$5.79B
$214 Million 7.85% of portfolio
1,664,731
Q3 2025 New
$111B
$154 Million 5.62% of portfolio
466,489
Q3 2025 Reduced 32.52%
$10.4B
$115 Million 4.21% of portfolio
1,340,657
Q3 2025 Added 52.29%
$5.75B
$74 Million 2.71% of portfolio
2,141,709
Q3 2025 Reduced 39.56%
$11.3B
$72.4 Million 2.65% of portfolio
591,487
Q1 2025 Added 9.97%
$0
$42.2 Million 1.54% of portfolio
174,219
Q3 2025 Reduced 81.92%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 114.68%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $2.73 Billion
  • Prior Value $2.61 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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