59 North Capital Management as of June 30, 2026
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 11.3 | $506M | 5.3M | 96.25 | |
| Aercap Holdings Nv SHS (AER) | 9.1 | $407M | 2.8M | 145.78 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.5 | $380M | 1.6M | 237.33 | |
| Kinder Morgan (KMI) | 7.4 | $333M | 10M | 31.97 | |
| Louisiana-Pacific Corporation (LPX) | 7.4 | $331M | 4.2M | 78.66 | |
| News Corp Cl A (NWSA) | 7.3 | $329M | 13M | 24.83 | |
| Carnival Corp Common Shares (CCL) | 6.6 | $296M | 10M | 28.57 | |
| Dt Midstream Common Stock (DTM) | 6.4 | $290M | 2.0M | 146.74 | |
| Genuine Parts Company (GPC) | 5.4 | $243M | 2.1M | 117.98 | |
| Siteone Landscape Supply (SITE) | 5.2 | $235M | 2.1M | 114.41 | |
| Vulcan Materials Company (VMC) | 4.2 | $190M | 644k | 295.01 | |
| Loews Corporation (L) | 4.1 | $186M | 1.6M | 113.21 | |
| Chevron Corporation (CVX) | 3.9 | $173M | 1.0M | 165.76 | |
| Capital One Financial (COF) | 3.7 | $166M | 825k | 200.62 | |
| Martin Marietta Materials (MLM) | 2.7 | $124M | 214k | 576.70 | |
| Flowserve Corporation (FLS) | 2.6 | $115M | 1.6M | 74.16 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 2.0 | $91M | 1.2M | 74.81 | |
| Fluor Corporation (FLR) | 1.5 | $68M | 1.3M | 52.39 | |
| News Corp CL B (NWS) | 0.7 | $32M | 1.1M | 28.06 |
