Institutional Fund
59 North Capital Management, LP
Houston, TXCIK 18055895 filings on record
Portfolio Value
$3.35B
Q1 2026
Holdings
17
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+4.4%
from $3.21B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Aercap Holdings NV12.8%
- Kinder Morgan Inc Del10.6%
- Dt Midstream Inc10.5%
- Ferguson Enterprises Inc9.9%
- News Corp New9.3%
- Carnival Corp7.2%
- Other39.8%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Aercap Holdings NV | 3.12M | $428.47M | 12.8% | −187.2K | Reduced |
| 2 | Kinder Morgan Inc Del | 10.56M | $354.19M | 10.6% | −810.1K | Reduced |
| 3 | Dt Midstream Inc | 2.62M | $353.09M | 10.5% | −428.4K | Reduced |
| 4 | Ferguson Enterprises Inc | 1.43M | $332.94M | 9.9% | +172.2K | Added |
| 5 | News Corp New | 12.45M | $310.40M | 9.3% | −513.5K | Reduced |
| 6 | Carnival Corp | 9.31M | $240.83M | 7.2% | +1.72M | Added |
| 7 | Louisiana Pac Corp | 3.26M | $237.44M | 7.1% | −273.1K | Reduced |
| 8 | Constellation Energy Corp | 813.1K | $227.06M | 6.8% | +229.6K | Added |
| 9 | Chevron Corp New | 1.02M | $211.55M | 6.3% | +1.02M | New |
| 10 | Disney Walt Co | 2.15M | $207.32M | 6.2% | +2.15M | New |
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