59 North Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.8T
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 4,271,324 | $499.7B | 17.84% | |
| 2 | NWSANEWS CORP NEW | 12,650,867 | $376.0B | 13.42% | |
| 3 | KMIKINDER MORGAN INC DEL | 10,597,380 | $311.6B | 11.12% | |
| 4 | LPXLOUISIANA PAC CORP | 2,808,369 | $241.5B | 8.62% | |
| 5 | DTMDT MIDSTREAM INC | 2,063,116 | $226.8B | 8.10% | |
| 6 | CEGCONSTELLATION ENERGY CORP | 691,271 | $223.1B | 7.97% | |
| 7 | CCLCARNIVAL CORP | 7,704,185 | $216.6B | 7.73% | |
| 8 | IWMISHARES TR | 963,347 | $207.9B | 7.42% | |
| 9 | FERGFERGUSON ENTERPRISES INC | 584,664 | $127.3B | 4.55% | |
| 10 | NWSNEWS CORP NEW | 3,543,717 | $121.6B | 4.34% | |
| 11 | EXEEXPAND ENERGY CORPORATION | 880,359 | $102.9B | 3.68% | |
| 12 | LAMRLAMAR ADVERTISING CO NEW | 591,487 | $71.8B | 2.56% | |
| 13 | NCLHNORWEGIAN CRUISE LINE HLDG L | 1,886,994 | $38.3B | 1.37% | |
| 14 | CORZCORE SCIENTIFIC INC NEW | 2,108,356 | $36.0B | 1.28% |