Holdings of 59 North Capital Management, LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 15 in 1 countries
- Top ten
- 91.8 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Kinder Morgan, Inc. | 10,563,400 | 354.2M $ | |
| 2 | DT Midstream Inc | 2,621,909 | 353.1M $ | |
| 3 | Ferguson Enterprises Inc | 1,427,341 | 332.9M $ | |
| 4 | News Corp | 12,450,718 | 310.4M $ | |
| 5 | Louisiana-Pacific Corp | 3,263,810 | 237.4M $ | |
| 6 | Constellation Energy Corp. | 813,117 | 227.1M $ | |
| 7 | Chevron Corp | 1,022,484 | 211.6M $ | |
| 8 | Walt Disney Co/The | 2,151,112 | 207.3M $ | |
| 9 | SiteOne Landscape Supply Inc | 1,049,440 | 139.7M $ | |
| 10 | Weyerhaeuser Co | 3,669,100 | 89.6M $ | |
| 11 | Genuine Parts Co | 823,533 | 87.1M $ | |
| 12 | Loews Corp | 456,600 | 48.7M $ | |
| 13 | News Corp | 1,528,190 | 43.6M $ | |
| 14 | Lamar Advertising Co | 191,359 | 24.2M $ | |
| 15 | National Fuel Gas Co | 174,091 | 16.4M $ |
Sector breakdown
- Energy 13.2 %
- Industrials 12.4 %
- Utilities 8.5 %
- Communication 7.7 %
- Materials 3.3 %
- Unattributed 54.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 15 | 2.7B $ | 100.00 % |
Cite this page
Titelia. "Holdings of 59 North Capital Management, LP". https://titelia.com/en/funds/US13F1805589