account_balance
Investment manager · 13F filer · SEC CIK 1805589
59 North Capital Management, LP
Reported value$4.49Bas of Jun 30, 2026
Positions19 7 new, 5 sold out
Top 10 weight74.5%DIS alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DISDisney Walt Co
11.3%Added +144%
AERAercap Holdings NV
9.1%Trimmed −11%
FERGFerguson Enterprises Inc
8.5%Added +12%
KMIKinder Morgan Inc
7.4%
LPXLouisiana Pac Corp
7.4%Added +29%
NWSANews Corp New
7.3%Added +6%
CCLCarnival Corp Ltd
6.6%New
DTMDt Midstream Inc
6.4%Trimmed −25%
GPCGenuine Parts Co
5.4%Added +150%
SITESiteone Landscape Supply Inc
5.2%Added +96%
VMCVulcan Matls Co
4.2%New
L4.1%DISDisney Walt Co
11.3%Added +144%
AER9.1%FERG8.5%KMIKinder Morgan Inc
7.4%
LPXLouisiana Pac Corp
7.4%Added +29%
NWSANews Corp New
7.3%Added +6%
CCL6.6%DTM6.4%GPC5.4%SITE5.2%VMC4.2%L4.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DIS Disney Walt Co 11.3% Added +144%AER Aercap Holdings NV 9.1% Trimmed −11%FERG Ferguson Enterprises Inc 8.5% Added +12%KMI Kinder Morgan Inc 7.4% HeldLPX Louisiana Pac Corp 7.4% Added +29%NWSA News Corp New 7.3% Added +6%CCL Carnival Corp Ltd 6.6% NewDTM Dt Midstream Inc 6.4% Trimmed −25%GPC Genuine Parts Co 5.4% Added +150%SITE Siteone Landscape Supply Inc 5.2% Added +96%VMC Vulcan Matls Co 4.2% NewL Loews Corp 4.1% Added +260%
What changed