Holdings
59 North Capital Management, LP
As of Jun 30, 2026, 59 North Capital Management, LP reported 17 positions worth US$4.09B. Largest: Walt Disney Company (the), Ferguson Enterprises Inc. and News Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Walt Disney Company (the) | 5.26M | US$506M | +3.1M | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 1.6M | US$380M | +175K | Jun 30, 2026 |
| News Corporation | 14.5M | US$361M | +332K | Jun 30, 2026 |
| Kinder Morgan, Inc. | 10.4M | US$332M | −164K | Jun 30, 2026 |
| Louisiana-pacific Corporation | 4.21M | US$331M | +945K | Jun 30, 2026 |
| Carnival Corporation Ltd. | 10.4M | US$296M | new | Jun 30, 2026 |
| Dt Midstream, Inc. | 1.97M | US$290M | −648K | Jun 30, 2026 |
| Genuine Parts Company | 2.06M | US$243M | +1.24M | Jun 30, 2026 |
| Siteone Landscape Supply, Inc. | 2.06M | US$235M | +1.01M | Jun 30, 2026 |
| Vulcan Materials Company (holding Company) | 644K | US$190M | new | Jun 30, 2026 |