59 NORTH CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWSA | 12.96M | $338.63M |
 | KMI | 11.37M | $312.66M |
 | CCL | 7.58M | $231.61M |
 | LPX | 3.54M | $285.64M |
 | AER | 3.31M | $475.93M |
 | DTM | 3.05M | $365.06M |
 | NWS | 2.13M | $62.98M |
 | EXE | 1.84M | $203.24M |
 | SITE | 1.46M | $181.37M |
 | FERG | 1.26M | $279.43M |
 | LAMR | 591K | $74.87M |
 | CEG | 584K | $206.13M |
News Corporation
NWSA
Shares Held
12.96M
Value
$338.63M
Kinder Morgan, Inc.
KMI
Shares Held
11.37M
Value
$312.66M
Carnival Corporation & plc
CCL
Shares Held
7.58M
Value
$231.61M
Louisiana-Pacific Corporation
LPX
Shares Held
3.54M
Value
$285.64M
AerCap Holdings N.V.
AER
Shares Held
3.31M
Value
$475.93M
DT Midstream, Inc.
DTM
Shares Held
3.05M
Value
$365.06M
News Corporation
NWS
Shares Held
2.13M
Value
$62.98M
Expand Energy Corporation
EXE
Shares Held
1.84M
Value
$203.24M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
1.46M
Value
$181.37M
Ferguson plc
FERG
Shares Held
1.26M
Value
$279.43M
Lamar Advertising Company
LAMR
Shares Held
591K
Value
$74.87M
Constellation Energy Corporation
CEG
Shares Held
584K
Value
$206.13M