59 NORTH CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWSA | 12.45M | $310.40M |
 | KMI | 10.56M | $354.19M |
 | CCL | 9.31M | $240.83M |
 | WY | 3.67M | $89.64M |
 | LPX | 3.26M | $237.44M |
 | AER | 3.12M | $428.47M |
 | DTM | 2.62M | $353.09M |
 | DIS | 2.15M | $207.32M |
 | NWS | 1.53M | $43.57M |
 | FERG | 1.43M | $332.94M |
 | SITE | 1.05M | $139.69M |
 | CVX | 1.02M | $211.55M |
 | GPC | 824K | $87.09M |
 | CEG | 813K | $227.06M |
 | L | 457K | $48.74M |
 | LAMR | 191K | $24.24M |
 | NFG | 174K | $16.36M |
News Corporation
NWSA
Shares Held
12.45M
Value
$310.40M
Kinder Morgan, Inc.
KMI
Shares Held
10.56M
Value
$354.19M
Carnival Corporation & plc
CCL
Shares Held
9.31M
Value
$240.83M
Weyerhaeuser Company
WY
Shares Held
3.67M
Value
$89.64M
Louisiana-Pacific Corporation
LPX
Shares Held
3.26M
Value
$237.44M
AerCap Holdings N.V.
AER
Shares Held
3.12M
Value
$428.47M
DT Midstream, Inc.
DTM
Shares Held
2.62M
Value
$353.09M
The Walt Disney Company
DIS
Shares Held
2.15M
Value
$207.32M
News Corporation
NWS
Shares Held
1.53M
Value
$43.57M
Ferguson plc
FERG
Shares Held
1.43M
Value
$332.94M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
1.05M
Value
$139.69M
Chevron Corporation
CVX
Shares Held
1.02M
Value
$211.55M
Genuine Parts Company
GPC
Shares Held
824K
Value
$87.09M
Constellation Energy Corporation
CEG
Shares Held
813K
Value
$227.06M
Loews Corporation
L
Shares Held
457K
Value
$48.74M
Lamar Advertising Company
LAMR
Shares Held
191K
Value
$24.24M
National Fuel Gas Company
NFG
Shares Held
174K
Value
$16.36M