# 59 North Capital Management, LP: Form 13F holdings

An institutional investment manager in Houston, TX. SEC CIK 1805589.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $4.49bn
- Positions: 19 (19 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1805589/000091957426005483/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $505.8m | 11.3% | 5,255,314 |  | Added +3,104,202 |
| AERCAP HOLDINGS NV | SHS | $407.4m | 9.1% | 2,794,436 |  | Reduced −328,963 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $380.3m | 8.5% | 1,602,541 |  | Added +175,200 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $332.5m | 7.4% | 10,399,659 |  | Reduced −163,741 |
| [LOUISIANA PAC CORP (LPX)](/companies/lpx.md) | COM | $331.1m | 7.4% | 4,209,054 |  | Added +945,244 |
| [NEWS CORP NEW (NWSA)](/companies/nwsa.md) | CL A | $328.6m | 7.3% | 13,232,481 |  | Added +781,763 |
| CARNIVAL CORP LTD | COMMON SHARES | $295.7m | 6.6% | 10,351,493 |  | New +10,351,493 |
| [DT MIDSTREAM INC (DTM)](/companies/dtm.md) | COMMON STOCK | $289.7m | 6.4% | 1,974,250 |  | Reduced −647,659 |
| [GENUINE PARTS CO (GPC)](/companies/gpc.md) | COM | $243.2m | 5.4% | 2,061,340 |  | Added +1,237,807 |
| [SITEONE LANDSCAPE SUPPLY INC (SITE)](/companies/site.md) | COM | $235.4m | 5.2% | 2,057,212 |  | Added +1,007,772 |
| [VULCAN MATLS CO (VMC)](/companies/vmc.md) | COM | $190.0m | 4.2% | 643,887 |  | New +643,887 |
| [LOEWS CORP (L)](/companies/l.md) | COM | $186.2m | 4.1% | 1,644,711 |  | Added +1,188,111 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $173.0m | 3.9% | 1,043,921 |  | Added +21,437 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $165.5m | 3.7% | 825,152 |  | New +825,152 |
| [MARTIN MARIETTA MATLS INC (MLM)](/companies/mlm.md) | COM | $123.5m | 2.7% | 214,146 |  | New +214,146 |
| [FLOWSERVE CORP (FLS)](/companies/fls.md) | COM | $115.2m | 2.6% | 1,552,748 |  | New +1,552,748 |
| [SUNBELT RENTALS HOLDINGS INC (SUNB)](/companies/sunb.md) | SHS | $90.7m | 2.0% | 1,212,270 |  | New +1,212,270 |
| [FLUOR CORP (FLR)](/companies/flr.md) | COM | $67.6m | 1.5% | 1,290,963 |  | New +1,290,963 |
| [NEWS CORP NEW (NWSA)](/companies/nwsa.md) | CL B | $32.2m | 0.7% | 1,148,333 |  | Reduced −379,857 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| CARNIVAL CORP | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −9,305,802 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $0 | 0.0% | 0 |  | Sold out −813,117 |
| [LAMAR ADVERTISING CO (LAMR)](/companies/lamr.md) | CL A | $0 | 0.0% | 0 |  | Sold out −191,359 |
| [NATIONAL FUEL GAS CO (NFG)](/companies/nfg.md) | COM | $0 | 0.0% | 0 |  | Sold out −174,091 |
| [WEYERHAEUSER CO (WY)](/companies/wy.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −3,669,100 |

Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005483. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.