59 North Capital Management as of March 31, 2026
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 12.8 | $429M | 3.1M | 137.18 | |
| Kinder Morgan (KMI) | 10.6 | $354M | 11M | 33.53 | |
| Dt Midstream Common Stock (DTM) | 10.5 | $353M | 2.6M | 134.67 | |
| Ferguson Enterprises Common Stock New (FERG) | 9.9 | $333M | 1.4M | 233.26 | |
| News Corp Cl A (NWSA) | 9.3 | $310M | 13M | 24.93 | |
| Carnival Corp Common Stock (CCL) | 7.2 | $241M | 9.3M | 25.88 | |
| Louisiana-Pacific Corporation (LPX) | 7.1 | $237M | 3.3M | 72.75 | |
| Constellation Energy (CEG) | 6.8 | $227M | 813k | 279.25 | |
| Chevron Corporation (CVX) | 6.3 | $212M | 1.0M | 206.90 | |
| Walt Disney Company (DIS) | 6.2 | $207M | 2.2M | 96.38 | |
| Siteone Landscape Supply (SITE) | 4.2 | $140M | 1.0M | 133.11 | |
| Weyerhaeuser Com New (WY) | 2.7 | $90M | 3.7M | 24.43 | |
| Genuine Parts Company (GPC) | 2.6 | $87M | 824k | 105.75 | |
| Loews Corporation (L) | 1.5 | $49M | 457k | 106.74 | |
| News Corp CL B (NWS) | 1.3 | $44M | 1.5M | 28.51 | |
| Lamar Advertising Cl A (LAMR) | 0.7 | $24M | 191k | 126.66 | |
| National Fuel Gas (NFG) | 0.5 | $16M | 174k | 93.96 |
