1y return+1.1%S&P 500 +20.9%
3y return+45.0%S&P 500 +68.5%
5y return+30.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $176 against $200 in the S&P 500.2
59 North Capital Management, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DISDisney Walt Co | $505.8M | 11.3% | +144.3% |
| Aercap Holdings NvCUSIP N00985106 | $407.4M | 9.1% | −10.5% |
| FERGFerguson Enterprises Inc | $380.3M | 8.5% | +12.3% |
| KMIKinder Morgan Inc Del | $332.5M | 7.4% | −1.6% |
| LPXLouisiana Pac Corp | $331.1M | 7.4% | +29.0% |
| NWSANews Corp New | $328.6M | 7.3% | +6.3% |
| Carnival Corp LtdCUSIP G2004J103 | $295.7M | 6.6% | New |
| DTMDt Midstream Inc | $289.7M | 6.4% | −24.7% |
| GPCGenuine Parts Co | $243.2M | 5.4% | +150.3% |
| SITESiteone Landscape Supply Inc | $235.4M | 5.2% | +96.0% |
| VMCVulcan Matls Co | $190.0M | 4.2% | New |
| LLoews Corp | $186.2M | 4.1% | +260.2% |
| CVXChevron Corporation | $173.0M | 3.9% | +2.1% |
| COFCapital One Finl Corp | $165.5M | 3.7% | New |
| MLMMartin Marietta Matls Inc | $123.5M | 2.7% | New |
| FLSFlowserve Corp | $115.2M | 2.6% | New |
| SUNBSunbelt Rentals Holdings Inc | $90.7M | 2.0% | New |
| FLRFluor Corp | $67.6M | 1.5% | New |
| NWSNews Corp New | $32.2M | 0.7% | −24.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Aercap Holdings NvCUSIP N00985106 | March 31, 2023 | +159.3% | $407.4M |
| NWSNews Corp New | December 31, 2022 | +52.2% | $32.2M |
| NWSANews Corp New | December 31, 2020 | +38.2% | $328.6M |
| DTMDt Midstream Inc | June 30, 2025 | +33.5% | $289.7M |
| FERGFerguson Enterprises Inc | September 30, 2024 | +19.5% | $380.3M |
| KMIKinder Morgan Inc Del | March 31, 2025 | +12.1% | $332.5M |
| GPCGenuine Parts Co | March 31, 2026 | +11.6% | $243.2M |
| LLoews Corp | March 31, 2026 | +6.1% | $186.2M |
| DISDisney Walt Co | March 31, 2026 | −0.1% | $505.8M |
| LPXLouisiana Pac Corp | June 30, 2024 | −4.5% | $331.1M |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $240.8M
- CEGConstellation Energy Corp was $227.1M
- WYWeyerhaeuser Co was $89.6M
- LAMRLamar Advertising Co was $24.2M
- NFGNational Fuel Gas Co was $16.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.5% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | −0.4% | +2.4% |
| September 30, 2025 | +2.7% | +7.8% |
| June 30, 2025 | +11.8% | +10.5% |
| March 31, 2025 | −5.5% | −4.6% |
| December 31, 2024 | −2.9% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | −2.3% | +4.0% |
| March 31, 2024 | +15.9% | +10.0% |
| December 31, 2023 | +13.7% | +11.2% |
| September 30, 2023 | +3.3% | −3.6% |
| June 30, 2023 | +10.3% | +8.3% |
| March 31, 2023 | +1.1% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | +2.3% | −5.3% |
| June 30, 2022 | −20.0% | −16.5% |
| March 31, 2022 | −8.6% | −4.9% |
| December 31, 2021 | +3.9% | +10.7% |
| September 30, 2021 | −3.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 59 North Capital Management, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1805589&type=13F-HR&dateb=&owner=include&count=40CIK 1805589
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1805589/000091957426005483/Filed August 14, 2026 · accession 0000919574-26-005483