59 North Capital Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.2B
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AERAERCAP HOLDINGS NV | 3,310,609 | $475.9M | 14.82% | |
| 2 | DTMDT MIDSTREAM INC | 3,050,320 | $365.1M | 11.36% | |
| 3 | NWSANEWS CORP NEW | 12,964,234 | $338.6M | 10.54% | |
| 4 | KMIKINDER MORGAN INC DEL | 11,373,545 | $312.7M | 9.73% | |
| 5 | LPXLOUISIANA PAC CORP | 3,536,884 | $285.6M | 8.89% | |
| 6 | FERGFERGUSON ENTERPRISES INC | 1,255,137 | $279.4M | 8.70% | |
| 7 | CCLCARNIVAL CORP | 7,583,688 | $231.6M | 7.21% | |
| 8 | CEGCONSTELLATION ENERGY CORP | 583,500 | $206.1M | 6.42% | |
| 9 | EXEEXPAND ENERGY CORPORATION | 1,841,634 | $203.2M | 6.33% | |
| 10 | IBITISHARES BITCOIN TRUST ETF | 3,921,034 | $194.7M | 6.06% | |
| 11 | SITESITEONE LANDSCAPE SUPPLY INC | 1,456,112 | $181.4M | 5.65% | |
| 12 | LAMRLAMAR ADVERTISING CO NEW | 591,487 | $74.9M | 2.33% | |
| 13 | NWSNEWS CORP NEW | 2,125,569 | $63.0M | 1.96% |