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59 North Capital Management, LP

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13F filer, CIK 1805589, Houston, TX

59 North Capital Management, LP reported $3,212,235,181 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 90.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-001182

Period
2025-12-31
Reported value
$3.21B
Holdings
13
Top 10 weight
90.06%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBITadded+1,319,501$65.5M
LPXadded+737,406$59.6M
EXEadded+500,977$55.3M
CEGadded+117,011$41.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AERreduced-622,527-$89.5M
IWMexited-174,219-$42.2M
NWSAreduced-1,045,008-$27.3M
SITEreduced-208,619-$26M
CCLreduced-547,482-$16.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-001182, largest first. % of portfolio is the value over $3,212,235,181, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166,211 shares; 2024Q4: 3,704,914 shares; 2025Q1: 5,209,534 shares; 2025Q2: 4,271,324 shares; 2025Q3: 3,933,136 shares; 2025Q4: 3,310,609 shares 3,310,609$476M14.82%-622,527Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,063,116 shares; 2025Q3: 3,074,081 shares; 2025Q4: 3,050,320 shares 3,050,320$365M11.36%-23,761Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,392,769 shares; 2024Q4: 8,962,112 shares; 2025Q1: 11,147,654 shares; 2025Q2: 12,650,867 shares; 2025Q3: 14,009,242 shares; 2025Q4: 12,964,234 shares 12,964,234$339M10.54%-1,045,008Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,857,982 shares; 2025Q2: 10,597,380 shares; 2025Q3: 11,373,545 shares; 2025Q4: 11,373,545 shares 11,373,545$313M9.73%0Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747,757 shares; 2024Q4: 1,982,826 shares; 2025Q1: 2,618,643 shares; 2025Q2: 2,808,369 shares; 2025Q3: 2,799,478 shares; 2025Q4: 3,536,884 shares 3,536,884$286M8.89%+737,406Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,571 shares; 2024Q4: 824,470 shares; 2025Q1: 724,399 shares; 2025Q2: 584,664 shares; 2025Q3: 1,255,137 shares; 2025Q4: 1,255,137 shares 1,255,137$279M8.7%0Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,548,555 shares; 2025Q2: 7,704,185 shares; 2025Q3: 8,131,170 shares; 2025Q4: 7,583,688 shares 7,583,688$232M7.21%-547,482Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,332 shares; 2024Q4: 864,145 shares; 2025Q1: 663,589 shares; 2025Q2: 691,271 shares; 2025Q3: 466,489 shares; 2025Q4: 583,500 shares 583,500$206M6.42%+117,011Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880,359 shares; 2025Q3: 1,340,657 shares; 2025Q4: 1,841,634 shares 1,841,634$203M6.33%+500,977Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,601,533 shares; 2025Q4: 3,921,034 shares 3,921,034$195M6.06%+1,319,501Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664,731 shares; 2025Q4: 1,456,112 shares 1,456,112$181M5.65%-208,619Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,773 shares; 2024Q4: 537,872 shares; 2025Q1: 591,487 shares; 2025Q2: 591,487 shares; 2025Q3: 591,487 shares; 2025Q4: 591,487 shares 591,487$74.9M2.33%0Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358,825 shares; 2024Q4: 4,345,606 shares; 2025Q1: 3,799,973 shares; 2025Q2: 3,543,717 shares; 2025Q3: 2,141,709 shares; 2025Q4: 2,125,569 shares 2,125,569$63M1.96%-16,140Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWMISHARES TR174,219$42.2Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-001182 base2026-02-17acceptance time not in the bulk data set