59 North Capital Management, LP
CIK 1805589
13F filing for Q2 2026・No. 982
- Holdings
- US$4.49B
- Quarter change
- +US$1.14B
- Entries
- 19
- Net bought (estimate)
- +US$1.12B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 5
- Cut 4
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
19 stocks worth US$4.49B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DISDISNEY WALT COCOM | Added | 5,255,314 | US$505.82M | 11.26% |
| AERAERCAP HOLDINGS NVSHS | Cut | 2,794,436 | US$407.37M | 9.07% |
| FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW | Added | 1,602,541 | US$380.33M | 8.46% |
| KMIKINDER MORGAN INC DELCOM | Cut | 10,399,659 | US$332.48M | 7.40% |
| LPXLOUISIANA PAC CORPCOM | Added | 4,209,054 | US$331.08M | 7.37% |
| NEWS CORP NEWCL A | Added | 13,232,481 | US$328.56M | 7.31% |
| CARNIVAL CORP LTDCOMMON SHARES | New | 10,351,493 | US$295.74M | 6.58% |
| DTMDT MIDSTREAM INCCOMMON STOCK | Cut | 1,974,250 | US$289.7M | 6.45% |
| GPCGENUINE PARTS COCOM | Added | 2,061,340 | US$243.2M | 5.41% |
| SITEONE LANDSCAPE SUPPLY INCCOM | Added | 2,057,212 | US$235.37M | 5.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.