59 North Capital Management, LP - Portfolio Stock Holdings

59 North Capital Management, LP disclosed 19 stock positions in a recent SEC 13F filing. $3,342,880,190 of stock holdings were filed, with the largest holdings including AER, KMI, and DTM. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.