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59 North Capital Management, LP
59 North Capital Management, LP is a Houston, Texas-based hedge fund management firm founded in August 2018. It operates as a Delaware limited partnership and manages assets for pooled investment vehicles, with a reported employee count of 9 as of 2025. The firm primarily serves institutional and pooled investment clients, overseeing multi-billion dollar portfolios in public equities and related investment strategies.
Investment Strategy
59 North Capital Management, LP pursues an opportunistic, fundamental, and value-oriented investment strategy, focused mainly on public equity markets. The firm's approach centers on identifying mispriced or underappreciated companies across various industries, leveraging deep research and a concentrated portfolio structure. Significant portfolio weights in holdings such as Aercap Holdings, News Corp, and Kinder Morgan indicate a preference for large, liquid positions where the firm believes it has a differentiated view and can generate alpha through active management.
Latest 13F Filing Activity
59 North Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 14 equity positions with a total 13F market value of $3B. The fund increased holdings in DT Midstream Inc., Carnival Corp., Kinder Morgan Inc. Del among other positions. 59 North Capital Management, LP reduced exposure to SPDR Gold TR, Ishares TR, Six Flags Entertainment Corp. among others.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AER | AERCAP HOLDINGS NV | 17.84% | $499.7M | 4,271,324 | $87.55 | $117.00 | -$32.5M |
N NWSA | NEWS CORP NEW | 13.42% | $376.0M | 12,650,867 | $26.87 | $29.72 | +$72.5M |
K KMI | KINDER MORGAN INC DEL | 11.12% | $311.6M | 10,597,380 | $28.84 | $29.40 | +$115.9M |
L LPX | LOUISIANA PAC CORP | 8.62% | $241.5M | 2,808,369 | $88.08 | $85.99 | +$628.9K |
D DTM | DT MIDSTREAM INC | 8.10% | $226.8M | 2,063,116 | $109.91 | $109.91 | +$226.8M |
Industry Allocation
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