59 North Capital Management, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), 59 North Capital Management, LP reported 17 stock positions worth $2.2 billion. Its top holding was Aercap (AER) at 13.5% of the portfolio, followed by Constellation Energy (CEG, 12.6%) and Western Digital (WDC, 9.9%). Compared with Q2 2024, it opened 4 new positions, sold out of 2, added to 6 and reduced 6. The biggest buy was Constellation Energy (CEG, shares +58%) and the biggest sale an exit from Six Flags Entertainment (SIX).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001805589
- Portfolio Value
- $2.2B (Q3 2024)
- SEC Filing
- 0000919574-24-006741 ↗ filed Nov 14, 2024
Holdings Value
Holdings 17 stocks · $2.2B
| AER Aercap Holdings NV | 13.45% | 3,166,211 | $299.9M | Reduce -2.1% |
| CEG Constellation Energy | 12.62% | 1,082,332 | $281.4M | Add +58.1% |
| WDC Western Digital Corp. | 9.86% | 3,220,044 | $219.9M | Add +7.3% |
| LPX Louisiana-Pacific Corp. | 8.42% | 1,747,757 | $187.8M | Add +11.1% |
| NWSA News Corp. Class A | 7.64% | 6,392,769 | $170.2M | Reduce -21.3% |
| FUN Six Flags Entertainment Corp. | 5.79% | 3,204,210 | $129.2M | New |
| XOP SS SPDR S&P Og Exp & Prod | 5.71% | 967,799 | $127.3M | Add +27.5% |
| FERG Ferguson Enterprises Inc. | 5.42% | 608,571 | $120.8M | Reduce -15.2% |
| CX Cemex Sab-Spons ADR Part Cer | 4.77% | 17,422,432 | $106.3M | Add +2.7% |
| IWM iShares Russell 2000 ETF | 4.48% | 451,774 | $99.8M | New |
| NWS News Corp. Class B | 4.21% | 3,358,825 | $93.9M | Add +33.5% |
| AMH American Homes 4 Rent- A | 4.21% | 2,444,362 | $93.8M | No change |
| LAMR Lamar Advertising Co. Class A | 3.99% | 665,773 | $88.9M | Reduce -11.9% |
| AXTA Axalta Coating Systems Ltd. | 3.95% | 2,434,270 | $88.1M | Reduce -29.8% |
| GLD SPDR Gold Shares | 3.61% | 331,338 | $80.5M | New |
| FLUT Flutter Entertainment PLC-Di | 1.47% | 138,022 | $32.7M | New |
| KNF Knife River Corp. | 0.40% | 100,000 | $8.9M | Reduce -89.7% |
Portfolio Sells Q2 2024 → Q3 2024
| SIX Six Flags Entertainment Corp. | Sold out | 0.00% | −6.16 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −4.34 |
| NWSA News Corp. Class A | Reduce -21.3% | 7.64% | −3.39 |
| KNF Knife River Corp. | Reduce -89.7% | 0.40% | −2.96 |
| AXTA Axalta Coating Systems Ltd. | Reduce -29.8% | 3.95% | −1.89 |
| FERG Ferguson Enterprises Inc. | Reduce -15.2% | 5.42% | −1.42 |
| AER Aercap Holdings NV | Reduce -2.1% | 13.45% | −1.40 |
| LAMR Lamar Advertising Co. Class A | Reduce -11.9% | 3.99% | −0.46 |
Portfolio Buys Q2 2024 → Q3 2024
| CEG Constellation Energy | Add +58.1% | 12.62% | +5.87 |
| FUN Six Flags Entertainment Corp. | New | 5.79% | +5.79 |
| IWM iShares Russell 2000 ETF | New | 4.48% | +4.48 |
| GLD SPDR Gold Shares | New | 3.61% | +3.61 |
| LPX Louisiana-Pacific Corp. | Add +11.1% | 8.42% | +2.04 |
| FLUT Flutter Entertainment PLC-Di | New | 1.47% | +1.47 |
| NWS News Corp. Class B | Add +33.5% | 4.21% | +0.69 |
| XOP SS SPDR S&P Og Exp & Prod | Add +27.5% | 5.71% | +0.27 |
| CX Cemex Sab-Spons ADR Part Cer | Add +2.7% | 4.77% | −0.58 |
| WDC Western Digital Corp. | Add +7.3% | 9.86% | −1.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $4.5B | DIS, AER, FERG, KMI, LPX |
| Q1 2026 | 17 | $3.4B | AER, KMI, DTM, FERG, NWSA |
| Q4 2025 | 13 | $3.2B | AER, DTM, NWSA, KMI, LPX |
| Q3 2025 | 14 | $3.2B | AER, NWSA, DTM, KMI, FERG |
| Q2 2025 | 14 | $2.8B | AER, NWSA, KMI, LPX, DTM |
| Q1 2025 | 14 | $2.8B | AER, GLD, IWM, NWSA, LPX |
| Q4 2024 | 13 | $2.1B | AER, NWSA, LPX, CEG, IWM |
| Q3 2024 | 17 | $2.2B | AER, CEG, WDC, LPX, NWSA |
| Q2 2024 | 15 | $2.0B | AER, WDC, NWSA, FERG, CEG |
| Q1 2024 | 16 | $1.7B | IWM, AER, FERG, CEG, HCA |