59 North Capital Management, LP

Houston, TX · CIK 1805589 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited partnership

Assets managed$7.5bn
Staff9 · 5 in investment roles
Main clients (by assets)Private funds 97%
Private funds1 (1 hedge) · $7.3bn gross assets
Form ADV · 2026-03-31SEC adviser record

$4.5bn reported value +34.0% vs Q1 2026

19positions

74.5%in top 10

7 new 8 added 4 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DISNEY WALT CO COM DIS	DIS	5,255,314	$505.8m11.26%	11.26%	Added +3.1m	+3,104,202 144.3%
2	AERCAP HOLDINGS NV SHS AER	AER	2,794,436	$407.4m9.07%	9.07%	Reduced -329.0k	-328,963 -10.5%
3	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	1,602,541	$380.3m8.46%	8.46%	Added +175.2k	+175,200 12.3%
4	KINDER MORGAN INC DEL COM KMI	KMI	10,399,659	$332.5m7.40%	7.40%	Reduced -163.7k	-163,741 -1.6%
5	LOUISIANA PAC CORP COM LPX	LPX	4,209,054	$331.1m7.37%	7.37%	Added +945.2k	+945,244 29.0%
6	NEWS CORP NEW CL A NWSA	NWSA	13,232,481	$328.6m7.31%	7.31%	Added +781.8k	+781,763 6.3%
7	CARNIVAL CORP LTD COMMON SHARES CCL	CCL	10,351,493	$295.7m6.58%	6.58%	New
8	DT MIDSTREAM INC COMMON STOCK DTM	DTM	1,974,250	$289.7m6.45%	6.45%	Reduced -647.7k	-647,659 -24.7%
9	GENUINE PARTS CO COM GPC	GPC	2,061,340	$243.2m5.41%	5.41%	Added +1.2m	+1,237,807 150.3%
10	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	2,057,212	$235.4m5.24%	5.24%	Added +1.0m	+1,007,772 96.0%
11	VULCAN MATLS CO COM VMC	VMC	643,887	$190.0m4.23%	4.23%	New
12	LOEWS CORP COM L	L	1,644,711	$186.2m4.14%	4.14%	Added +1.2m	+1,188,111 260.2%
13	CHEVRON CORP NEW COM CVX	CVX	1,043,921	$173.0m3.85%	3.85%	Added +21.4k	+21,437 2.1%
14	CAPITAL ONE FINL CORP COM COF	COF	825,152	$165.5m3.68%	3.68%	New
15	MARTIN MARIETTA MATLS INC COM MLM	MLM	214,146	$123.5m2.75%	2.75%	New
16	FLOWSERVE CORP COM FLS	FLS	1,552,748	$115.2m2.56%	2.56%	New
17	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	1,212,270	$90.7m2.02%	2.02%	New
18	FLUOR CORP NEW COM FLR	FLR	1,290,963	$67.6m1.51%	1.51%	New
19	NEWS CORP NEW CL B NWS	NWS	1,148,333	$32.2m0.72%	0.72%	Reduced -379.9k	-379,857 -24.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARNIVAL CORP		9,305,802	$240.8m9.3m shares
CONSTELLATION ENERGY CORP CEG	CEG	813,117	$227.1m813.1k shares
WEYERHAEUSER CO MTN BE WY	WY	3,669,100	$89.6m3.7m shares
LAMAR ADVERTISING CO NEW LAMR	LAMR	191,359	$24.2m191.4k shares
NATIONAL FUEL GAS CO NFG	NFG	174,091	$16.4m174.1k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
LOUISIANA PAC CORP LPX · 13G · filed 2025-11-13	LPX	5.4%≈ $293.5m	new	13G	2025-11-13