13F Filings History of 59 North Capital Management, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$3,212,235,181
Signature - Title
Michael Bilger - Authorized Person of the General Partner
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by 59 North Capital Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 59 North Capital Management, LP reported 13 stock holdings with total value $3,212,235,181 as of Q4 2025. Top holdings included AER, DTM, NWSA, KMI, and LPX.

Notify me when 59 North Capital Management, LP files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 13 $3,212,235,181 +$221,690,432 -$204,971,747 +$16,718,685 AER, DTM, NWSA, KMI, LPX 13F-HR 17 Feb 2026, 16:05
Q3 2025 14 $3,209,346,200 +$773,326,650 -$429,314,298 +$344,012,352 AER, NWSA, DTM, KMI, FERG 13F-HR 14 Nov 2025, 16:03
Q2 2025 14 $2,801,062,770 +$662,415,185 -$938,448,163 -$276,032,978 AER, NWSA, KMI, LPX, DTM 13F-HR 14 Aug 2025, 16:04
Q1 2025 14 $2,776,620,210 +$1,020,083,833 -$315,489,284 +$704,594,549 AER, GLD, IWM, NWSA, LPX 13F-HR 15 May 2025, 16:04
Q4 2024 13 $2,141,345,349 +$402,085,285 -$436,011,593 -$33,926,308 AER, NWSA, LPX, CEG, IWM 13F-HR 14 Feb 2025, 16:06
Q3 2024 17 $2,229,627,043 +$654,036,932 -$531,842,870 +$122,194,062 AER, CEG, WDC, LPX, NWSA 13F-HR 14 Nov 2024, 16:20
Q2 2024 15 $2,029,390,976 +$805,143,486 -$416,986,252 +$388,157,234 AER, WDC, NWSA, FERG, CEG 13F-HR 14 Aug 2024, 16:22
Q1 2024 16 $1,659,883,838 +$328,336,206 -$105,771,847 +$222,564,359 IWM, AER, FERG, CEG, HCA 13F-HR 15 May 2024, 16:03
Q4 2023 14 $1,239,937,663 +$316,049,475 -$58,258,166 +$257,791,309 AER, CEG, HCA, FERG, NWSA 13F-HR 14 Feb 2024, 16:02
Q3 2023 11 $863,524,509 +$160,086,081 -$217,877,938 -$57,791,857 AER, CEG, FERG, NWSA, XOP 13F-HR 14 Nov 2023, 16:03
Q2 2023 13 $875,912,498 +$221,978,881 -$99,816,463 +$122,162,418 CEG, NWSA, FERG, AER, XOP 13F-HR 14 Aug 2023, 17:02
Q1 2023 12 $683,321,936 +$228,204,722 -$110,357,758 +$117,846,964 CEG, NWSA, MDU, DECK, FERG 13F-HR 15 May 2023, 16:01
Q4 2022 14 $558,082,068 +$169,064,859 -$14,040,000 +$155,024,859 MDU, NWSA, DECK, FERG, XOP 13F-HR 14 Feb 2023, 16:25
Q3 2022 12 $373,794,000 +$70,322,990 -$55,092,676 +$15,230,314 MDU, NWSA, DECK, MSM, ZION 13F-HR 14 Nov 2022, 16:21
Q2 2022 12 $348,973,000 +$115,824,242 -$97,700,081 +$18,124,161 NWSA, DECK, BKD, ZION, WCC 13F-HR 15 Aug 2022, 16:31
Q1 2022 12 $394,578,000 +$103,985,876 -$18,656,308 +$85,329,568 DECK, BKD, NWSA, GEN, AMH 13F-HR 16 May 2022, 17:08
Q4 2021 11 $338,554,000 +$78,336,214 -$39,691,037 +$38,645,177 DECK, BBWI, AMH, NWSA, GEN 13F-HR 14 Feb 2022, 16:36
Q3 2021 10 $294,870,000 +$87,754,271 -$51,997,542 +$35,756,729 DECK, BBWI, GEN, AMH, VVI 13F-HR 15 Nov 2021, 16:21
Q2 2021 11 $268,011,000 +$84,742,077 -$84,873,380 -$131,303 DECK, GEN, AMH, LB, BKD 13F-HR 16 Aug 2021, 16:10
Q1 2021 14 $238,520,000 +$51,457,245 -$124,038,716 -$72,581,471 GEN, DECK, VVI, AMH, NWSA 13F-HR 17 May 2021, 16:01
Q4 2020 13 $267,978,000 $0 $0 $0 NWSA, GEN, AER, HGV, VVI 13F-HR 16 Feb 2021, 17:25