59 North Capital Management, LP - Q12026 Holdings

59 North Capital Management, LP holds 17 stocks with a total portfolio value of $ 3.35B as of Q12026. In Q12026, 59 North Capital Management, LP added 6 new positions, increased stakes in 3 stocks, reduced 8 holdings, and fully exited 2 positions. The largest holding is Aercap Holdings NV (AER), representing 12.78% of the total portfolio.