Arkolith/Funds/59 North Capital Management, LP

59 North Capital Management, LP

CIK 1805589Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

59 North Capital Management, LP holds a focused book of 17 stocks worth $3.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Chevron Corp and trimmed Aercap Holdings NV. Their largest long position is Aercap Holdings NV at 13% of the equity book.

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Use Arkolith to show 59 North Capital Management, LP's latest
holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
3
existing
Trimmed
8
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
87%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Industrials
29%
Utilities
28%
Communication Services
11%
ETF / fund or unclassified
7%
Materials
7%
Energy
6%
Consumer Discretionary
6%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

17 positions
#SecurityValueShares% PortLast moveHistory
1Aercap Holdings NV
SHS
$428.5M3.12M
12.8%
▼−5.7%
Reduced · −187K sh
2Kinder Morgan Inc Del
COM
$354.2M10.56M
10.6%
▼−7.1%
Reduced · −810K sh
3DT Midstream Inc
COMMON STOCK
$353.1M2.62M
10.5%
▼−14%
Reduced · −428K sh
4Ferguson Enterprises Inc
COMMON STOCK NEW
$332.9M1.43M
9.9%
▲+14%
Added · +172K sh
5News Corp New
CL A
$310.4M12.45M
9.3%
▼−4.0%
Reduced · −514K sh
6Carnival Corp
COMMON STOCK
$240.8M9.31M
7.2%
▲+23%
Added · +1.7M sh
7Louisiana Pac Corp
COM
$237.4M3.26M
7.1%
▼−7.7%
Reduced · −273K sh
8Constellation Energy Corp
COM
$227.1M813.1K
6.8%
▲+39%
Added · +230K sh
9Chevron Corporation
COM
$211.6M1.02M
6.3%
▲New
New position
10Disney Walt Co
COM
$207.3M2.15M
6.2%
▲New
New position
11Siteone Landscape Supply Inc
COM
$139.7M1.05M
4.2%
▼−28%
Reduced · −407K sh
12Weyerhaeuser Co
COM NEW
$89.6M3.67M
2.7%
▲New
New position
13Genuine Parts Co
COM
$87.1M823.5K
2.6%
▲New
New position
14Loews Corp
COM
$48.7M456.6K
1.5%
▲New
New position
15News Corp New
CL B
$43.6M1.53M
1.3%
▼−28%
Reduced · −597K sh
16Lamar Advertising Co
CL A
$24.2M191.4K
0.7%
▼−68%
Reduced · −400K sh
17National Fuel Gas Co
COM
$16.4M174.1K
0.5%
▲New
New position
Showing all 17 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202617$3.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202613$3.2B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202514$3.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202514$2.8B13F-HR
Q1 2025Mar 31, 2025May 15, 202514$2.8B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202513$2.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202417$2.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202415$2.0B13F-HR
Q1 2024Mar 31, 2024May 15, 202416$1.7B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202414$1.2B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202311$863.5M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202313$875.9M13F-HR
Q1 2023Mar 31, 2023May 15, 202312$683.3M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202314$558.1M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202212$373.8M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202212$349.0M13F-HR
Q1 2022Mar 31, 2022May 16, 202212$394.6M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202211$338.6M13F-HR
Q3 2021Sep 30, 2021Nov 15, 202110$294.9M13F-HR
Q2 2021Jun 30, 2021Aug 16, 202111$268.0M13F-HR
Q1 2021Mar 31, 2021May 17, 202114$238.5M13F-HR
Q4 2020Dec 31, 2020Feb 16, 202113$268.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.