59 North Capital Management, LP — 13F holdings

59 North Capital Management, LP reported 19 holdings worth $4.49B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DIS DISNEY WALT CO — $506M (11.3%)
2. AER AERCAP HOLDINGS NV — $407M (9.1%)
3. FERG FERGUSON ENTERPRISES INC — $380M (8.5%)
4. KMI KINDER MORGAN INC DEL — $332M (7.4%)
5. LPX LOUISIANA PAC CORP — $331M (7.4%)
6. NWSA NEWS CORP NEW — $329M (7.3%)
7. CCL CARNIVAL CORP LTD — $296M (6.6%)
8. DTM DT MIDSTREAM INC — $290M (6.4%)
9. GPC GENUINE PARTS CO — $243M (5.4%)
10. SITE SITEONE LANDSCAPE SUPPLY INC — $235M (5.2%)