59 North Capital Management as of June 30, 2025
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 17.8 | $500M | 4.3M | 117.00 | |
| News Corp Cl A (NWSA) | 13.4 | $376M | 13M | 29.72 | |
| Kinder Morgan (KMI) | 11.1 | $312M | 11M | 29.40 | |
| Louisiana-Pacific Corporation (LPX) | 8.6 | $242M | 2.8M | 85.99 | |
| Dt Midstream Common Stock (DTM) | 8.1 | $227M | 2.1M | 109.91 | |
| Constellation Energy (CEG) | 8.0 | $223M | 691k | 322.76 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 7.7 | $217M | 7.7M | 28.12 | |
| Ishares Tr Russell 2000 Etf (IWM) | 7.4 | $208M | 963k | 215.79 | |
| Ferguson Enterprises Common Stock New (FERG) | 4.5 | $127M | 585k | 217.75 | |
| News Corp CL B (NWS) | 4.3 | $122M | 3.5M | 34.31 | |
| Chesapeake Energy Corp (EXE) | 3.7 | $103M | 880k | 116.94 | |
| Lamar Advertising Cl A (LAMR) | 2.6 | $72M | 592k | 121.36 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 1.4 | $38M | 1.9M | 20.28 | |
| Core Scientific (CORZ) | 1.3 | $36M | 2.1M | 17.07 |
