59 North Capital Management, LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 2776620210
Accession Number: 0000919574-25-003246
Form Type: 13F-HR
CIK: 0001805589
Manager Name: 59 North Capital Management, LP

Data Enrichment

93% identified

13 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $2,776,620.21K total value

14 positions

Manager:

SEC FilingSEC DataHachi Filing

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AerCap Holdings N.V.

AER|N00985106

5209534(+40.6%)

Value:

$532.3B(+50.1%)

SPDR GOLD TRUST

GLD|78463V107

1263196(+76.4%)

Value:

$364.0B(+109.9%)

464287655

IWM|464287655

1731163(+107.8%)

Value:

$345.3B(+87.6%)

NEWS CORP

NWSA|65249B109

11147654(+24.4%)

Value:

$303.4B(+22.9%)

LOUISIANA-PACIFIC CORP

LPX|546347105

2618643(+32.1%)

Value:

$240.9B(+17.3%)

KINDER MORGAN, INC.

KMI|49456B101

6857982

Value:

$195.7B

Six Flags Entertainment Corporation/NEW

FUN|83001C108

3801830(+11.2%)

Value:

$135.6B(-17.7%)

Constellation Energy Corp

CEG|21037T109

663589(-23.2%)

Value:

$133.8B(-30.8%)

Ferguson Enterprises Inc. /DE/

FERG|31488V107

724399(-12.1%)

Value:

$116.1B(-18.9%)

NEWS CORP

NWS|65249B208

3799973(-12.6%)

Value:

$115.4B(-12.7%)

G3643J108

395887(+186.1%)

Value:

$87.7B(+145.3%)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

3685505

Value:

$69.9B

CARNIVAL CORP

CCL|143658300

3548555

Value:

$69.3B

LAMAR ADVERTISING CO/NEW

LAMR|512816109

591487(+10.0%)

Value:

$67.3B(+2.8%)

Instrument	Shares		Other Manager	Value
Aercap Holdings N.V.(AERcusipN00985106)	5.2M	QoQ +40.61% (+1.5M) YoY +121.16% (+2.9M)	All Managers (Combined)	$532.3M	QoQ +50.11% (+$177.7M) YoY +160.00% (+$327.5M)
Spdr Gold Trust(GLDcusip78463V107)	1.3M	QoQ +76.38% (+547.0K) YoY NEW(+1.3M)	All Managers (Combined)	$364.0M	QoQ +109.89% (+$190.6M) YoY NEW(+$364.0M)
(IWMcusip464287655)	1.7M	QoQ +107.79% (+898.1K) YoY +65.45% (+684.8K)	All Managers (Combined)	$345.3M	QoQ +87.60% (+$161.3M) YoY +56.94% (+$125.3M)
News Corp(NWSAcusip65249B109)	11.1M	QoQ +24.38% (+2.2M) YoY +135.84% (+6.4M)	All Managers (Combined)	$303.4M	QoQ +22.94% (+$56.6M) YoY +145.21% (+$179.7M)
Louisiana-Pacific Corp(LPXcusip546347105)	2.6M	QoQ +32.06% (+635.8K) YoY NEW(+2.6M)	All Managers (Combined)	$240.9M	QoQ +17.30% (+$35.5M) YoY NEW(+$240.9M)
Kinder Morgan, Inc.(KMIcusip49456B101)	6.9M	QoQ NEW(+6.9M) YoY NEW(+6.9M)	All Managers (Combined)	$195.7M	QoQ NEW(+$195.7M) YoY NEW(+$195.7M)
Six Flags Entertainment Corporation/New(FUNcusip83001C108)	3.8M	QoQ +11.16% (-381.7K) YoY NEW(+3.8M)	All Managers (Combined)	$135.6M	QoQ -17.71% (-$29.2M) YoY NEW(+$135.6M)
Constellation Energy Corp(CEGcusip21037T109)	663.6K	QoQ -23.20% (-200.6K) YoY -18.16% (-147.3K)	All Managers (Combined)	$133.8M	QoQ -30.78% (-$59.5M) YoY -10.73% (-$16.1M)
Ferguson Enterprises Inc. /De/(FERGcusip31488V107)	724.4K	QoQ -12.13% (-100.1K) YoY NEW(+724.4K)	All Managers (Combined)	$116.1M	QoQ -18.89% (-$27.0M) YoY NEW(+$116.1M)
News Corp(NWScusip65249B208)	3.8M	QoQ -12.55% (-545.6K) YoY +50.08% (+1.3M)	All Managers (Combined)	$115.4M	QoQ -12.72% (-$16.8M) YoY +68.43% (+$46.9M)
(cusipG3643J108)✕	395.9K	QoQ +186.13% (+257.5K) YoY NEW(+395.9K)	All Managers (Combined)	$87.7M	QoQ +145.28% (+$52.0M) YoY NEW(+$87.7M)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	3.7M	QoQ NEW(+3.7M) YoY NEW(+3.7M)	All Managers (Combined)	$69.9M	QoQ NEW(+$69.9M) YoY NEW(+$69.9M)
Carnival Corp(CCLcusip143658300)	3.5M	QoQ NEW(+3.5M) YoY NEW(+3.5M)	All Managers (Combined)	$69.3M	QoQ NEW(+$69.3M) YoY NEW(+$69.3M)
Lamar Advertising Co/New(LAMRcusip512816109)	591.5K	QoQ +9.96% (+53.6K) YoY +77.68% (+258.6K)	All Managers (Combined)	$67.3M	QoQ +2.77% (+$1.8M) YoY +69.30% (+$27.5M)