59 North Capital Management as of Dec. 31, 2025
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 13 positions in its portfolio as reported in the December 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 | 3.3M | 143.76 | |
| Dt Midstream Common Stock (DTM) | 11.4 | $365M | 3.1M | 119.68 | |
| News Corp Cl A (NWSA) | 10.5 | $339M | 13M | 26.12 | |
| Kinder Morgan (KMI) | 9.7 | $313M | 11M | 27.49 | |
| Louisiana-Pacific Corporation (LPX) | 8.9 | $286M | 3.5M | 80.76 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.7 | $279M | 1.3M | 222.63 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 7.2 | $232M | 7.6M | 30.54 | |
| Constellation Energy (CEG) | 6.4 | $206M | 584k | 353.27 | |
| Chesapeake Energy Corp (EXE) | 6.3 | $203M | 1.8M | 110.36 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 6.1 | $195M | 3.9M | 49.65 | |
| Siteone Landscape Supply (SITE) | 5.6 | $181M | 1.5M | 124.56 | |
| Lamar Advertising Cl A (LAMR) | 2.3 | $75M | 592k | 126.58 | |
| News Corp CL B (NWS) | 2.0 | $63M | 2.1M | 29.63 |
