59 North Capital Management, LP
59 North Capital Management, LP reported 19 holdings worth US$4.49B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
59 North Capital Management, LP reported 19 holdings worth US$4.49B as of Jun 30, 2026. Largest: Walt Disney Company (the), Ferguson Enterprises Inc. and News Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$4.49B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Walt Disney Company (the) | 5.26M | US$506M | 11.3% |
| Ferguson Enterprises Inc. | 1.6M | US$380M | 8.5% |
| News Corporation | 14.5M | US$361M | 8.0% |
| Kinder Morgan, Inc. | 10.4M | US$332M | 7.4% |
| Louisiana-pacific Corporation | 4.21M | US$331M | 7.4% |
| Carnival Corporation Ltd. | 10.4M | US$296M | 6.6% |
| Dt Midstream, Inc. | 1.97M | US$290M | 6.4% |
| Genuine Parts Company | 2.06M | US$243M | 5.4% |
| Siteone Landscape Supply, Inc. | 2.06M | US$235M | 5.2% |
| Vulcan Materials Company (holding Company) | 644K | US$190M | 4.2% |
| Loews Corporation | 1.64M | US$186M | 4.1% |
| Chevron Corporation | 1.04M | US$173M | 3.9% |
| Capital One Financial Corporation | 825K | US$166M | 3.7% |
| Martin Marietta Materials, Inc. | 214K | US$123M | 2.7% |
| Flowserve Corporation | 1.55M | US$115M | 2.6% |
| Sunbelt Rentals Holdings, Inc. | 1.21M | US$90.7M | 2.0% |
| Fluor Corporation | 1.29M | US$67.6M | 1.5% |
| Weyerhaeuser Company | 0 | US$0 | 0.00% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Lamar Advertising Company | 0 | US$0 | 0.00% |
| National Fuel Gas Company | 0 | US$0 | 0.00% |