59 North Capital Management as of Sept. 30, 2025
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 14 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 14.8 | $476M | 3.9M | 121.00 | |
| News Corp Cl A (NWSA) | 13.4 | $430M | 14M | 30.71 | |
| Dt Midstream Common Stock (DTM) | 10.8 | $348M | 3.1M | 113.06 | |
| Kinder Morgan (KMI) | 10.0 | $322M | 11M | 28.31 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.8 | $282M | 1.3M | 224.58 | |
| Louisiana-Pacific Corporation (LPX) | 7.7 | $249M | 2.8M | 88.84 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 7.3 | $235M | 8.1M | 28.91 | |
| Siteone Landscape Supply (SITE) | 6.7 | $214M | 1.7M | 128.80 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 5.3 | $169M | 2.6M | 65.00 | |
| Constellation Energy (CEG) | 4.8 | $154M | 467k | 329.07 | |
| Chesapeake Energy Corp (EXE) | 4.4 | $142M | 1.3M | 106.24 | |
| News Corp CL B (NWS) | 2.3 | $74M | 2.1M | 34.55 | |
| Lamar Advertising Cl A (LAMR) | 2.3 | $72M | 592k | 122.42 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $42M | 174k | 241.96 |
