Long-term investor

59 North Capital Management, LP @59northcapitalmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001805589).

Record

  • Tracked since 2025-06-30 (454 days), 51 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +805.9% · all +805.9%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DIS · 11.3% · long · since 2026-03-31
  • N00985106 · 9.1% · long · since 2025-06-30
  • FERG · 8.5% · long · since 2025-06-30
  • KMI · 7.4% · long · since 2025-06-30
  • 546347105 · 7.4% · long · since 2025-06-30
  • 65249B109 · 7.3% · long · since 2025-06-30
  • G2004J103 · 6.6% · long · since 2026-06-30
  • DTM · 6.4% · long · since 2025-06-30
  • GPC · 5.4% · long · since 2026-03-31
  • SITE · 5.2% · long · since 2025-09-30
  • VMC · 4.2% · long · since 2026-06-30
  • L · 4.1% · long · since 2026-03-31

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