Stock Taper 
59 NORTH CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 News Corporation | NWSA | 13.23M | $328.56M |
 Kinder Morgan, Inc. | KMI | 10.4M | $332.48M |
 Carnival Corporation & plc | CCL | 10.35M | $295.74M |
 The Walt Disney Company | DIS | 5.26M | $505.82M |
 Louisiana-Pacific Corporation | LPX | 4.21M | $331.08M |
 AerCap Holdings N.V. | AER | 2.79M | $407.37M |
 Genuine Parts Company | GPC | 2.06M | $243.2M |
 SiteOne Landscape Supply, Inc. | SITE | 2.06M | $235.37M |
 DT Midstream, Inc. | DTM | 1.97M | $289.7M |
 Loews Corporation | L | 1.64M | $186.2M |
 Ferguson plc | FERG | 1.6M | $380.33M |
 Flowserve Corporation | FLS | 1.55M | $115.15M |
 Fluor Corporation | FLR | 1.29M | $67.63M |
 Sunbelt Rentals Holdings Inc | SUNB | 1.21M | $90.69M |
 News Corporation | NWS | 1.15M | $32.22M |
 Chevron Corporation | CVX | 1.04M | $173.04M |
 Capital One Financial Corporation | COF | 825.15K | $165.54M |
 Vulcan Materials Company | VMC | 643.89K | $189.95M |
 Martin Marietta Materials, Inc. | MLM | 214.15K | $123.5M |