The Analysis of 59 North Capital Management, LP's Holdings


Currently, 59 North Capital Management, LP holds 14 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in SITE (+1.7M shares, valued at $214.4M), IBIT (+2.6M shares, valued at $169.1M), FERG (+670.5K shares, valued at $150.6M); decreased their positions in IWM (-789.1K shares, valued at $190.9M), CEG (-224.8K shares, valued at $74.0M), NWS (-1.4M shares, valued at $48.4M); initiated new positions in SITE (+1.7M shares, valued at $214.4M), IBIT (+2.6M shares, valued at $169.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AER AERCAP HOLDINGS NV3.9M shares-7.92%2025-09-302025-11-14history
NWSA NEWS CORP NEW14.0M shares10.74%2025-09-302025-11-14history
DTM DT MIDSTREAM INC3.1M shares49.00%2025-09-302025-11-14history
KMI KINDER MORGAN INC DEL11.4M shares7.32%2025-09-302025-11-14history
LPX LOUISIANA PAC CORP3.7M shares33.27%2025-11-072025-11-13history
FERG FERGUSON ENTERPRISES INC1.3M shares114.68%2025-09-302025-11-14history
CCL CARNIVAL CORP8.1M shares5.54%2025-09-302025-11-14history
SITE SITEONE LANDSCAPE SUPPLY INC1.7M sharesnew addition2025-09-302025-11-14history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF2.6M sharesnew addition2025-09-302025-11-14history
CEG CONSTELLATION ENERGY CORP466.5K shares-32.52%2025-09-302025-11-14history
EXE EXPAND ENERGY CORPORATION1.3M shares52.29%2025-09-302025-11-14history
NWS NEWS CORP NEW2.1M shares-39.56%2025-09-302025-11-14history
LAMR LAMAR ADVERTISING CO NEW591.5K shares0.00%2025-09-302025-11-14history
IWM ISHARES TR174.2K shares-81.92%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available