59 North Capital Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.8T
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 5,209,534 | $532.3B | 19.17% | |
| 2 | GQ9SPDR GOLD TR | 1,263,196 | $364.0B | 13.11% | |
| 3 | IWMISHARES TR | 1,731,163 | $345.3B | 12.44% | |
| 4 | NWSANEWS CORP NEW | 11,147,654 | $303.4B | 10.93% | |
| 5 | LPXLOUISIANA PAC CORP | 2,618,643 | $240.9B | 8.67% | |
| 6 | KMIKINDER MORGAN INC DEL | 6,857,982 | $195.7B | 7.05% | |
| 7 | FUNSIX FLAGS ENTERTAINMENT CORP | 3,801,830 | $135.6B | 4.88% | |
| 8 | CEGCONSTELLATION ENERGY CORP | 663,589 | $133.8B | 4.82% | |
| 9 | FERGFERGUSON ENTERPRISES INC | 724,399 | $116.1B | 4.18% | |
| 10 | NWSNEWS CORP NEW | 3,799,973 | $115.4B | 4.16% | |
| 11 | FLUTFLUTTER ENTMT PLC | 395,887 | $87.7B | 3.16% | |
| 12 | NCLHNORWEGIAN CRUISE LINE HLDG L | 3,685,505 | $69.9B | 2.52% | |
| 13 | CCLCARNIVAL CORP | 3,548,555 | $69.3B | 2.50% | |
| 14 | LAMRLAMAR ADVERTISING CO NEW | 591,487 | $67.3B | 2.42% |