59 North Capital Management, LP
59 North Capital Management, LP reported 19 positions worth $4.49B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DIS (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DIS | SH | $505.8M | 11.26% | 5,255,314 | — | — | |
| ▸ 2 | AER | SH | $407.4M | 9.07% | 2,794,436 | — | — | |
| ▸ 3 | FERG | SH | $380.3M | 8.46% | 1,602,541 | — | — | |
| ▸ 4 | KMI | SH | $332.5M | 7.40% | 10,399,659 | — | — | |
| ▸ 5 | LPX | SH | $331.1M | 7.37% | 4,209,054 | — | — | |
| ▸ 6 | NWSA | SH | $328.6M | 7.31% | 13,232,481 | — | — | |
| ▸ 7 | CCL | SH | $295.7M | 6.58% | 10,351,493 | — | — | |
| ▸ 8 | DTM | SH | $289.7M | 6.45% | 1,974,250 | — | — | |
| ▸ 9 | GPC | SH | $243.2M | 5.41% | 2,061,340 | — | — | |
| ▸ 10 | SITE | SH | $235.4M | 5.24% | 2,057,212 | — | — |
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Frequently Asked Questions
What stocks does 59 North Capital Management, LP hold as of Q2 2026?
59 North Capital Management, LP reported 19 positions worth $4.49B in its Q2 2026 13F filing. Largest positions: DIS (11.3%), AER (9.1%), FERG (8.5%), KMI (7.4%) and LPX (7.4%).
What did 59 North Capital Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 59 North Capital Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.