59 North Capital Management, LP
Annual return '25
+12.3%
SPY '25
+17.7%
Alpha
-5.4ptsvs SPY
Invested
$6.7B
Holdings
17
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$KMI
KINDER MORGAN INC DEL
Q3 2025: Increased +7.3% (10.60M → 11.37M shares)
11.3%
02
$DTM
DT MIDSTREAM INC
Q3 2025: Increased +49.0% (2.06M → 3.07M shares)
11.3%
03
$FERG
FERGUSON ENTERPRISES INC
Q3 2025: Increased +114.7% (584.7k → 1.26M shares)
10.6%
04
$NWSA
NEWS CORP NEW
Q3 2025: Increased +10.7% (12.65M → 14.01M shares)
9.9%
05
$CCL
CARNIVAL CORP
Q3 2025: Increased +5.5% (7.70M → 8.13M shares)
7.7%
06
$LPX
LOUISIANA PAC CORP
Q2 2025: Increased +7.2% (2.62M → 2.81M shares)
7.6%
07
$CEG
CONSTELLATION ENERGY CORP
Q3 2025: Sold 32.5% (691.3k → 466.5k shares)
7.2%
08
$AER
AERCAP HOLDINGS NV
Q3 2025: Sold 7.9% (4.27M → 3.93M shares)
6.8%
09
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
6.7%
10
$DIS
DISNEY WALT CO
Held since at least Q1 2024
6.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:42 UTC.