59 NORTH CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWSA | 14.01M | $430.22M |
 | KMI | 11.37M | $321.99M |
 | CCL | 8.13M | $235.07M |
 | AER | 3.93M | $475.91M |
 | DTM | 3.07M | $347.56M |
 | LPX | 2.80M | $248.71M |
 | NWS | 2.14M | $74.00M |
 | SITE | 1.66M | $214.42M |
 | EXE | 1.34M | $142.43M |
 | FERG | 1.26M | $281.88M |
 | LAMR | 591K | $72.41M |
 | CEG | 466K | $153.51M |
News Corporation
NWSA
Shares Held
14.01M
Value
$430.22M
Kinder Morgan, Inc.
KMI
Shares Held
11.37M
Value
$321.99M
Carnival Corporation & plc
CCL
Shares Held
8.13M
Value
$235.07M
AerCap Holdings N.V.
AER
Shares Held
3.93M
Value
$475.91M
DT Midstream, Inc.
DTM
Shares Held
3.07M
Value
$347.56M
Louisiana-Pacific Corporation
LPX
Shares Held
2.80M
Value
$248.71M
News Corporation
NWS
Shares Held
2.14M
Value
$74.00M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
1.66M
Value
$214.42M
Expand Energy Corporation
EXE
Shares Held
1.34M
Value
$142.43M
Ferguson plc
FERG
Shares Held
1.26M
Value
$281.88M
Lamar Advertising Company
LAMR
Shares Held
591K
Value
$72.41M
Constellation Energy Corporation
CEG
Shares Held
466K
Value
$153.51M