59 North Capital Management, LP - Portfolio Stock Holdings

59 North Capital Management, LP disclosed 23 stock positions in a recent SEC 13F filing. $4,493,586,475 of stock holdings were filed, with the largest holdings including DIS, AER, and FERG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $7,503,173,537 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.