59 North Capital Management, LP - Q42025 Holdings

59 North Capital Management, LP holds 13 stocks with a total portfolio value of $ 3.21B as of Q42025. In Q42025, 59 North Capital Management, LP added 0 new positions, increased stakes in 4 stocks, reduced 6 holdings, and fully exited 1 position. The largest holding is Aercap Holdings NV (AER), representing 14.82% of the total portfolio.