59 North Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, 59 North Capital Management, LP held in its portfolio 13 assets valued at $3,212,235,181 (i.e. $3.21B).

The most valuable assets in the portfolio included: AERCAP HOLDINGS NV ($475.93M), DT MIDSTREAM INC ($365.06M), and NEWS CORP NEW ($338.63M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in 59 North Capital Management, LP Portfolio

AERCAP HOLDINGS NV

DT MIDSTREAM INC

NEWS CORP NEW

KINDER MORGAN INC DEL

LOUISIANA PAC CORP

FERGUSON ENTERPRISES INC

CARNIVAL CORP

CONSTELLATION ENERGY CORP

EXPAND ENERGY CORPORATION

ISHARES BITCOIN TRUST ETF

59 North Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AERCAP HOLDINGS NV	3310609	475933150	SHS
DT MIDSTREAM INC	3050320	365062298	COMMON STOCK
NEWS CORP NEW	12964234	338625792	CL A
KINDER MORGAN INC DEL	11373545	312658752	COM
LOUISIANA PAC CORP	3536884	285638752	COM
FERGUSON ENTERPRISES INC	1255137	279431150	COMMON STOCK NEW
CARNIVAL CORP	7583688	231605832	UNIT 99/99/9999
CONSTELLATION ENERGY CORP	583500	206133045	COM
EXPAND ENERGY CORPORATION	1841634	203242728	COM
ISHARES BITCOIN TRUST ETF	3921034	194679338	SHS BEN INT
SITEONE LANDSCAPE SUPPLY INC	1456112	181373311	COM
LAMAR ADVERTISING CO NEW	591487	74870424	CL A
NEWS CORP NEW	2125569	62980609	CL B