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59 North Capital Management, LP

Q1 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    17

  • Value ($000)

    $3,352,621

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001805589
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AER

AERCAP HOLDINGS NV

SHS
N00985106
$428.47M
13 %

3,123,399

K
KMI

KINDER MORGAN INC DEL

COM
49456B101
$354.19M
11 %

10,563,400

D
DTM

DT MIDSTREAM INC

COMMON STOCK
23345M107
$353.09M
11 %

2,621,909

F
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$332.94M
10 %

1,427,341

---

NEWS CORP NEW

CL A
65249B109
$310.4M
9 %

12,450,718

C
CCL

CARNIVAL CORP

COMMON STOCK
143658300
$240.83M
7 %

9,305,802

L
LPX

LOUISIANA PAC CORP

COM
546347105
$237.44M
7 %

3,263,810

C
CEG

CONSTELLATION ENERGY CORP

COM
21037T109
$227.06M
7 %

813,117

C
CHV

CHEVRON CORPORATION

COM
166764100
$211.55M
6 %

1,022,484

D
DIS

DISNEY WALT CO

COM
254687106
$207.32M
6 %

2,151,112

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