59 North Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.2T
Holdings
14
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 3,933,136 | $475.9B | 14.83% | |
| 2 | NWSANEWS CORP NEW | 14,009,242 | $430.2B | 13.41% | |
| 3 | DTMDT MIDSTREAM INC | 3,074,081 | $347.6B | 10.83% | |
| 4 | KMIKINDER MORGAN INC DEL | 11,373,545 | $322.0B | 10.03% | |
| 5 | FERGFERGUSON ENTERPRISES INC | 1,255,137 | $281.9B | 8.78% | |
| 6 | LPXLOUISIANA PAC CORP | 2,799,478 | $248.7B | 7.75% | |
| 7 | CCLCARNIVAL CORP | 8,131,170 | $235.1B | 7.32% | |
| 8 | SITESITEONE LANDSCAPE SUPPLY INC | 1,664,731 | $214.4B | 6.68% | |
| 9 | IBITISHARES BITCOIN TRUST ETF | 2,601,533 | $169.1B | 5.27% | |
| 10 | CEGCONSTELLATION ENERGY CORP | 466,489 | $153.5B | 4.78% | |
| 11 | EXEEXPAND ENERGY CORPORATION | 1,340,657 | $142.4B | 4.44% | |
| 12 | NWSNEWS CORP NEW | 2,141,709 | $74.0B | 2.31% | |
| 13 | LAMRLAMAR ADVERTISING CO NEW | 591,487 | $72.4B | 2.26% | |
| 14 | IWMISHARES TR | 174,219 | $42.2B | 1.31% |