Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
59 North Capital Management, LP (CIK 1805589) reported $3.35B across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AER ($428.5M, 12.78%), KMI ($354.2M, 10.56%), DTM ($353.1M, 10.53%), FERG ($332.9M, 9.93%), NWSA ($310.4M, 9.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AER | AERCAP HOLDINGS NV | $428.5M | 12.78% | 3.1M | Trimmed |
| 2 | KMI | KINDER MORGAN INC DEL | $354.2M | 10.56% | 10.6M | Trimmed |
| 3 | DTM | DT MIDSTREAM INC | $353.1M | 10.53% | 2.6M | Trimmed |
| 4 | FERG | FERGUSON ENTERPRISES INC | $332.9M | 9.93% | 1.4M | Added |
| 5 | NWSA | NEWS CORP NEW | $310.4M | 9.26% | 12.5M | Trimmed |
| 6 | CCL | CARNIVAL CORP | $240.8M | 7.18% | 9.3M | Added |
| 7 | LPX | LOUISIANA PAC CORP | $237.4M | 7.08% | 3.3M | Trimmed |
| 8 | CEG | CONSTELLATION ENERGY CORP | $227.1M | 6.77% | 813,117 | Added |
| 9 | CVX | CHEVRON CORPORATION | $211.6M | 6.31% | 1.0M | New |
| 10 | DIS | DISNEY WALT CO | $207.3M | 6.18% | 2.2M | New |
| 11 | SITE | SITEONE LANDSCAPE SUPPLY INC | $139.7M | 4.17% | 1.0M | Trimmed |
| 12 | WY | WEYERHAEUSER CO | $89.6M | 2.67% | 3.7M | New |
| 13 | GPC | GENUINE PARTS CO | $87.1M | 2.60% | 823,533 | New |
| 14 | L | LOEWS CORP | $48.7M | 1.45% | 456,600 | New |
| 15 | NWS | NEWS CORP NEW | $43.6M | 1.30% | 1.5M | Trimmed |
| 16 | LAMR | LAMAR ADVERTISING CO | $24.2M | 0.72% | 191,359 | Trimmed |
| 17 | NFG | NATIONAL FUEL GAS CO | $16.4M | 0.49% | 174,091 | New |
| 18 | CHK | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | Exited |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31