59 North Capital Management, LP: summary

59 North Capital Management, LP reported 19 positions with a reported value of $4.49B in its 13F for Q2 2026. Compared with Q1 2026: 7 new positions, 5 exited.

Top positions

• DISNEY WALT CO COM
• AERCAP HOLDINGS NV
• FERGUSON ENTERPRISES INC COMMON STOCK NEW
• KINDER MORGAN INC DEL COM
• Louisiana-Pacific Corp
• NEWS CORP NEW CL A
• CARNIVAL CORP LTD COMMON SHARES
• DT MIDSTREAM INC COMMON STOCK
• GENUINE PARTS CO COM
• SITEONE LANDSCAPE SUPPLY INC