59 North Capital Management, LP
13F filer · CIK 1805589 · Houston, TX
Summary
59 North Capital Management, LP reported $4.49B across 19 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are DIS (11.3%), AER (9.1%), FERG (8.5%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 8, trimmed 4 and sold out of 5.
Reported value$4.49B
Positions19
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added8
Trimmed4
Sold out5
Top 19 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.3%Value $505.82MPrice $105.41Shares 5.26M +144.31%Since Jun 30 +9.52%
Weight 9.1%Value $407.37MPrice $145.10Shares 2.79M -10.53%Since Jun 30 -0.47%
Weight 8.5%Value $380.33MPrice $223.87Shares 1.60M +12.27%Since Jun 30 -5.67%
Weight 7.4%Value $332.48MPrice $30.45Shares 10.40M -1.55%Since Jun 30 -4.75%
Weight 7.4%Value $331.08MPrice $65.76Shares 4.21M +28.96%Since Jun 30 -16.40%
Weight 7.3%Value $328.56MPrice $28.52Shares 13.23M +6.28%Since Jun 30 +14.86%
Weight 6.6%Value $295.74MPrice $25.11Shares 10.35MSince Jun 30 -12.11%
Weight 6.4%Value $289.70MPrice $121.63Shares 1.97M -24.70%Since Jun 30 -17.11%
Weight 5.4%Value $243.20MPrice $126.95Shares 2.06M +150.30%Since Jun 30 +7.60%
Weight 5.2%Value $235.37MPrice $89.93Shares 2.06M +96.03%Since Jun 30 -21.40%
Weight 4.2%Value $189.95MPrice $242.75Shares 644KSince Jun 30 -17.71%
Weight 4.1%Value $186.20MPrice $105.93Shares 1.64M +260.21%Since Jun 30 -6.43%
Weight 3.9%Value $173.04MPrice $204.38Shares 1.04M +2.10%Since Jun 30 +23.30%
Weight 3.7%Value $165.54MPrice $196.46Shares 825KSince Jun 30 -2.07%
Weight 2.7%Value $123.50MPrice $479.09Shares 214KSince Jun 30 -16.93%
Weight 2.6%Value $115.15MPrice $73.81Shares 1.55MSince Jun 30 -0.47%
Weight 2.0%Value $90.69MPrice $73.78Shares 1.21MSince Jun 30 -1.38%
Weight 1.5%Value $67.63MPrice $49.83Shares 1.29MSince Jun 30 -4.89%
Weight 0.7%Value $32.22MPrice $31.50Shares 1.15M -24.86%Since Jun 30 +12.26%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.3% | $505.82M | +9.52% | +144.31% | Add | |
| 9.1% | $407.37M | -0.47% | -10.53% | Trim | |
| 8.5% | $380.33M | -5.67% | +12.27% | Add | |
| 7.4% | $332.48M | -4.75% | -1.55% | Trim | |
| 7.4% | $331.08M | -16.40% | +28.96% | Add | |
| 7.3% | $328.56M | +14.86% | +6.28% | Add | |
| 6.6% | $295.74M | -12.11% | — | New | |
| 6.4% | $289.70M | -17.11% | -24.70% | Trim | |
| 5.4% | $243.20M | +7.60% | +150.30% | Add | |
| 5.2% | $235.37M | -21.40% | +96.03% | Add | |
| 4.2% | $189.95M | -17.71% | — | New | |
| 4.1% | $186.20M | -6.43% | +260.21% | Add | |
| 3.9% | $173.04M | +23.30% | +2.10% | Add | |
| 3.7% | $165.54M | -2.07% | — | New | |
| 2.7% | $123.50M | -16.93% | — | New | |
| 2.6% | $115.15M | -0.47% | — | New | |
| 2.0% | $90.69M | -1.38% | — | New | |
| 1.5% | $67.63M | -4.89% | — | New | |
| 0.7% | $32.22M | +12.26% | -24.86% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.