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59 North Capital Management, Lp

13F Holdings
Filed: 2025-05-15
Portfolio Value
2.78B arrow_upward 29.67%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001805589
Filing Date
2025-05-15 16:04:31
Address
3737 Buffalo Speedway
Houston
TX
Prior Value
2.14B
Top 10 Holdings %
lock
Portfolio Value
59 North Capital Management, Lp
(13F - 2025-03-31)
Aercap Holdings Nv
-
2025-05-15
Value
532.26M
Shares
5.21M
Portfolio %
19.17%
Spdr Gold Tr
-
2025-05-15
Value
363.98M
Shares
1.26M
Portfolio %
13.11%
Ishares Tr
-
2025-05-15
Value
345.35M
Shares
1.73M
Portfolio %
12.44%
News Corp New
-
2025-05-15
Value
303.44M
Shares
11.15M
Portfolio %
10.93%
Louisiana Pac Corp
-
2025-05-15
Value
240.86M
Shares
2.62M
Portfolio %
8.67%
Kinder Morgan Inc Del
-
2025-05-15
Value
195.66M
Shares
6.86M
Portfolio %
7.05%
Six Flags Entertainment Corp
-
2025-05-15
Value
135.61M
Shares
3.80M
Portfolio %
4.88%
Constellation Energy Corp
CEG
2025-05-15
Value
133.80M
Shares
663.59K
Portfolio %
4.82%
Ferguson Enterprises Inc
-
2025-05-15
Value
116.07M
Shares
724.40K
Portfolio %
4.18%
News Corp New
-
2025-05-15
Value
115.41M
Shares
3.80M
Portfolio %
4.16%
Top Increases | 59 North Capital Management, Lp
(2024-12-31 → 2025-03-31)
Spdr Gold Tr
-
2025-05-15
Value Change
arrow_upward 190.57M
Shares
arrow_upward 547.02K
Portfolio % Change
arrow_upward 5.01%
Portfolio %
13.11%
Ishares Tr
-
2025-05-15
Value Change
arrow_upward 161.27M
Shares
arrow_upward 898.07K
Portfolio % Change
arrow_upward 3.84%
Portfolio %
12.44%
Aercap Holdings Nv
-
2025-05-15
Value Change
arrow_upward 177.70M
Shares
arrow_upward 1.50M
Portfolio % Change
arrow_upward 2.61%
Portfolio %
19.17%
Flutter Entmt Plc
-
2025-05-15
Value Change
arrow_upward 51.95M
Shares
arrow_upward 257.53K
Portfolio % Change
arrow_upward 1.49%
Portfolio %
3.16%
Top Decreases | 59 North Capital Management, Lp
(2024-12-31 → 2025-03-31)
News Corp New
-
2025-05-15
Value Change
arrow_downward 56.62M
Shares
arrow_downward 2.19M
Portfolio % Change
arrow_downward 0.60%
Portfolio %
10.93%
Lamar Advertising Co New
-
2025-05-15
Value Change
arrow_downward 1.82M
Shares
arrow_downward 53.62K
Portfolio % Change
arrow_downward 0.63%
Portfolio %
2.42%
Louisiana Pac Corp
-
2025-05-15
Value Change
arrow_downward 35.54M
Shares
arrow_downward 635.82K
Portfolio % Change
arrow_downward 0.91%
Portfolio %
8.67%
News Corp New
-
2025-05-15
Value Change
arrow_downward -16831611.00
Shares
arrow_downward -545633.00
Portfolio % Change
arrow_downward 2.02%
Portfolio %
4.16%
Ferguson Enterprises Inc
-
2025-05-15
Value Change
arrow_downward -27032806.00
Shares
arrow_downward -100071.00
Portfolio % Change
arrow_downward 2.50%
Portfolio %
4.18%
Six Flags Entertainment Corp
-
2025-05-15
Value Change
arrow_downward -29203777.00
Shares
arrow_downward 381.72K
Portfolio % Change
arrow_downward 2.81%
Portfolio %
4.88%
Constellation Energy Corp
CEG
2025-05-15
Value Change
arrow_downward -59518428.00
Shares
arrow_downward -200556.00
Portfolio % Change
arrow_downward 4.21%
Portfolio %
4.82%
59 North Capital Management, Lp (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | 59 North Capital Management, Lp
(2024-12-31 → 2025-03-31)
Kinder Morgan Inc Del
-
2025-05-15
Value
add_circle 195.66M
Shares
6.86M
Portfolio %
7.05%
% Change
7.05%
Norwegian Cruise Line Hldg L
-
2025-05-15
Value
add_circle 69.88M
Shares
3.69M
Portfolio %
2.52%
% Change
2.52%
Carnival Corp
CCL
2025-05-15
Value
add_circle 69.30M
Shares
3.55M
Portfolio %
2.50%
% Change
2.50%
Closed Positions | 59 North Capital Management, Lp
(2024-12-31 → 2025-03-31)
American Homes 4 Rent
-
2025-02-14
Value
remove_circle 90.83M
Shares
2.43M
Previous %
16.56%
% Change
-16.56%
Western Digital Corp
-
2025-02-14
Value
remove_circle 151.62M
Shares
2.54M
Previous %
16.56%
% Change
-16.56%