59 North Capital Management, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), 59 North Capital Management, LP reported 13 stock positions worth $2.1 billion. Its top holding was Aercap (AER) at 16.6% of the portfolio, followed by News Class A (NWSA, 11.5%) and Louisiana-Pacific (LPX, 9.6%). Compared with Q3 2024, it sold out of 4, added to 9 and reduced 4. The biggest buy was SPDR Gold Shares (GLD, shares +116%) and the biggest sale an exit from SS SPDR S&P Og Exp & Prod (XOP).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001805589
- Portfolio Value
- $2.1B (Q4 2024)
- SEC Filing
- 0000919574-25-001520 ↗ filed Feb 14, 2025
Holdings Value
Holdings 13 stocks · $2.1B
| AER Aercap Holdings NV | 16.56% | 3,704,914 | $354.6M | Add +17.0% |
| NWSA News Corp. Class A | 11.53% | 8,962,112 | $246.8M | Add +40.2% |
| LPX Louisiana-Pacific Corp. | 9.59% | 1,982,826 | $205.3M | Add +13.4% |
| CEG Constellation Energy | 9.03% | 864,145 | $193.3M | Reduce -20.2% |
| IWM iShares Russell 2000 ETF | 8.60% | 833,096 | $184.1M | Add +84.4% |
| GLD SPDR Gold Shares | 8.10% | 716,178 | $173.4M | Add +116.2% |
| FUN Six Flags Entertainment Corp. | 7.70% | 3,420,109 | $164.8M | Add +6.7% |
| WDC Western Digital Corp. | 7.08% | 2,542,686 | $151.6M | Reduce -21.0% |
| FERG Ferguson Enterprises Inc. | 6.68% | 824,470 | $143.1M | Add +35.5% |
| NWS News Corp. Class B | 6.18% | 4,345,606 | $132.2M | Add +29.4% |
| AMH American Homes 4 Rent- A | 4.24% | 2,427,193 | $90.8M | Reduce -0.7% |
| LAMR Lamar Advertising Co. Class A | 3.06% | 537,872 | $65.5M | Reduce -19.2% |
| FLUT Flutter Entertainment PLC-Di | 1.67% | 138,357 | $35.8M | Add +0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −5.71 |
| CX Cemex Sab-Spons ADR Part Cer | Sold out | 0.00% | −4.77 |
| AXTA Axalta Coating Systems Ltd. | Sold out | 0.00% | −3.95 |
| CEG Constellation Energy | Reduce -20.2% | 9.03% | −3.59 |
| WDC Western Digital Corp. | Reduce -21.0% | 7.08% | −2.78 |
| LAMR Lamar Advertising Co. Class A | Reduce -19.2% | 3.06% | −0.93 |
| KNF Knife River Corp. | Sold out | 0.00% | −0.40 |
| AMH American Homes 4 Rent- A | Reduce -0.7% | 4.24% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| GLD SPDR Gold Shares | Add +116.2% | 8.10% | +4.49 |
| IWM iShares Russell 2000 ETF | Add +84.4% | 8.60% | +4.12 |
| NWSA News Corp. Class A | Add +40.2% | 11.53% | +3.89 |
| AER Aercap Holdings NV | Add +17.0% | 16.56% | +3.11 |
| NWS News Corp. Class B | Add +29.4% | 6.18% | +1.96 |
| FUN Six Flags Entertainment Corp. | Add +6.7% | 7.70% | +1.90 |
| FERG Ferguson Enterprises Inc. | Add +35.5% | 6.68% | +1.26 |
| LPX Louisiana-Pacific Corp. | Add +13.4% | 9.59% | +1.16 |
| FLUT Flutter Entertainment PLC-Di | Add +0.2% | 1.67% | +0.20 |
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 |