59 North Capital Management, LP
Q2 2025 13F Holdings
- Locationhouston, TX
- Num holdings
14
- Value ($000)
$2,801,063
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001805589
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AER AERCAP HOLDINGS NV | SHS | N00985106 | $499.74M | 18 % | 4,271,324 | ||
NEWS CORP NEW | CL A | 65249B109 | $375.98M | 13 % | 12,650,867 | ||
KMI KINDER MORGAN INC DEL | COM | 49456B101 | $311.56M | 11 % | 10,597,380 | ||
LPX LOUISIANA PAC CORP | COM | 546347105 | $241.49M | 9 % | 2,808,369 | ||
DTM DT MIDSTREAM INC | COMMON STOCK | 23345M107 | $226.76M | 8 % | 2,063,116 | ||
CEG CONSTELLATION ENERGY CORP | COM | 21037T109 | $223.11M | 8 % | 691,271 | ||
CCL CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | $216.64M | 8 % | 7,704,185 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $207.88M | 7 % | 963,347 | ||
FERG FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | $127.31M | 5 % | 584,664 | ||
NEWS CORP NEW | CL B | 65249B208 | $121.58M | 4 % | 3,543,717 |
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