59 North Capital Management, Lp Top Holdings and 13F Report (2026) About 59 North Capital Management, LpInvestment Activity59 North Capital Management, Lp has $3.35 billion in total holdings as of March 31, 2026.59 North Capital Management, Lp owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 24.15% of the portfolio was purchased this quarter.About 19.77% of the portfolio was sold this quarter.This quarter, 59 North Capital Management, Lp has purchased 13 new stocks and bought additional shares in 3 stocks.59 North Capital Management, Lp sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Aercap $428,467,875Kinder Morgan $354,190,802DT Midstream $353,092,485FERGUSON ENTERPRISES INC $332,941,562News $310,396,400 Largest New Holdings this Quarter 166764100 - Chevron $211,551,940 Holding254687106 - Walt Disney $207,324,175 Holding962166104 - Weyerhaeuser $89,636,113 Holding372460105 - Genuine Parts $87,088,615 Holding540424108 - Loews $48,737,484 Holding Largest Purchases this Quarter Chevron 1,022,484 shares (about $211.55M)Walt Disney 2,151,112 shares (about $207.32M)Weyerhaeuser 3,669,100 shares (about $89.64M)Genuine Parts 823,533 shares (about $87.09M)Constellation Energy 229,617 shares (about $64.12M) Largest Sales this Quarter DT Midstream 428,411 shares (about $57.69M)SiteOne Landscape Supply 406,672 shares (about $54.13M)Lamar Advertising 400,128 shares (about $50.68M)Kinder Morgan 810,145 shares (about $27.16M)Aercap 187,210 shares (about $25.68M) Sector Allocation Over TimeMap of 500 Largest Holdings of59 North Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAERAercap$428,467,875$25,681,468 â–¼-5.7%3,123,39912.8%TransportationKMIKinder Morgan$354,190,802$27,164,162 â–¼-7.1%10,563,40010.6%EnergyDTMDT Midstream$353,092,485$57,694,109 â–¼-14.0%2,621,90910.5%EnergyFERGUSON ENTERPRISES INC$332,941,562$40,168,305 â–²13.7%1,427,3419.9%COMMON STOCK NEWNWSANews$310,396,400$12,801,954 â–¼-4.0%12,450,7189.3%Consumer DiscretionaryCCLCarnival$240,834,156$44,568,310 â–²22.7%9,305,8027.2%Consumer DiscretionaryLPXLouisiana-Pacific$237,442,178$19,866,134 â–¼-7.7%3,263,8107.1%ConstructionCEGConstellation Energy$227,062,922$64,120,547 â–²39.4%813,1176.8%EnergyCVXChevron$211,551,940$211,551,940 â–²New Holding1,022,4846.3%EnergyDISWalt Disney$207,324,175$207,324,175 â–²New Holding2,151,1126.2%Consumer DiscretionarySITESiteOne Landscape Supply$139,690,958$54,132,110 â–¼-27.9%1,049,4404.2%IndustrialsWYWeyerhaeuser$89,636,113$89,636,113 â–²New Holding3,669,1002.7%ConstructionGPCGenuine Parts$87,088,615$87,088,615 â–²New Holding823,5332.6%Retail/WholesaleLLoews$48,737,484$48,737,484 â–²New Holding456,6001.5%FinanceNWSNews$43,568,697$17,031,275 â–¼-28.1%1,528,1901.3%Consumer DiscretionaryLAMRLamar Advertising$24,237,531$50,680,213 â–¼-67.6%191,3590.7%FinanceNFGNational Fuel Gas$16,357,590$16,357,590 â–²New Holding174,0910.5%EnergyEXPAND ENERGY CORPORATION$0$203,242,728 â–¼-100.0%00.0%COMISHARES BITCOIN TRUST ETF$0$194,679,338 â–¼-100.0%00.0%SHS BEN INTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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