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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 $4,493,586,476 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 74.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005483

Period
2026-06-30
Reported value
$4.49B
Holdings
19
Top 10 weight
74.54%
New
7
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DISadded+3,104,202$299M
CCLnew+10,351,493$296M
VMCnew+643,887$190M
COFnew+825,152$166M
GPCadded+1,237,807$146M

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
CCLexited-9,305,802-$241M
CEGexited-813,117-$227M
DTMreduced-647,659-$95M
WYexited-3,669,100-$89.6M
AERreduced-328,963-$48M

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, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005483, largest first. % of portfolio is the value over $4,493,586,476, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,151,112 shares; 2026Q2: 5,255,314 shares 5,255,314$506M11.26%+3,104,202Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,123,399 shares; 2026Q2: 2,794,436 shares 2,794,436$407M9.07%-328,963Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,427,341 shares; 2026Q2: 1,602,541 shares 1,602,541$380M8.46%+175,200Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,563,400 shares; 2026Q2: 10,399,659 shares 10,399,659$332M7.4%-163,741Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,263,810 shares; 2026Q2: 4,209,054 shares 4,209,054$331M7.37%+945,244Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,450,718 shares; 2026Q2: 13,232,481 shares 13,232,481$329M7.31%+781,763Timeline
CCLCARNIVAL CORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,351,493 shares 10,351,493$296M6.58%newTimeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,063,116 shares; 2025Q3: 3,074,081 shares; 2025Q4: 3,050,320 shares; 2026Q1: 2,621,909 shares; 2026Q2: 1,974,250 shares 1,974,250$290M6.45%-647,659Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823,533 shares; 2026Q2: 2,061,340 shares 2,061,340$243M5.41%+1,237,807Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664,731 shares; 2025Q4: 1,456,112 shares; 2026Q1: 1,049,440 shares; 2026Q2: 2,057,212 shares 2,057,212$235M5.24%+1,007,772Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643,887 shares 643,887$190M4.23%newTimeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456,600 shares; 2026Q2: 1,644,711 shares 1,644,711$186M4.14%+1,188,111Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022,484 shares; 2026Q2: 1,043,921 shares 1,043,921$173M3.85%+21,437Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825,152 shares 825,152$166M3.68%newTimeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214,146 shares 214,146$123M2.75%newTimeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,552,748 shares 1,552,748$115M2.56%newTimeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,212,270 shares 1,212,270$90.7M2.02%newTimeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,290,963 shares 1,290,963$67.6M1.51%newTimeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,528,190 shares; 2026Q2: 1,148,333 shares 1,148,333$32.2M0.72%-379,857Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
CCLCARNIVAL CORP9,305,802$241Mshares
CEGCONSTELLATION ENERGY CORP813,117$227Mshares
WYWEYERHAEUSER CO3,669,100$89.6Mshares
LAMRLAMAR ADVERTISING CO191,359$24.2Mshares
NFGNATIONAL FUEL GAS CO174,091$16.4Mshares

How Q2 2026 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 0000919574-26-005483 base2026-08-14acceptance time not in the bulk data set