0000919574-25-004893.txt : 20250814 0000919574-25-004893.hdr.sgml : 20250814 20250814160423 ACCESSION NUMBER: 0000919574-25-004893 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250814 EFFECTIVENESS DATE: 20250814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 59 North Capital Management, LP CENTRAL INDEX KEY: 0001805589 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21019 FILM NUMBER: 251218649 BUSINESS ADDRESS: STREET 1: 3737 BUFFALO SPEEDWAY STREET 2: SUITE 1880 CITY: HOUSTON STATE: TX ZIP: 77098 BUSINESS PHONE: 646-876-3787 MAIL ADDRESS: STREET 1: 3737 BUFFALO SPEEDWAY STREET 2: SUITE 1880 CITY: HOUSTON STATE: TX ZIP: 77098 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001805589 XXXXXXXX 06-30-2025 06-30-2025 false 59 North Capital Management, LP

3737 Buffalo Speedway Suite 1880 Houston TX 77098

13F HOLDINGS REPORT 028-21019 000300258 801-114733 N Michael Bilger 713-955-4753 /s/ Michael Bilger Houston TX 08-14-2025 0 14 2801062770 INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 499744908 4271324 SH SOLE 4271324 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 216641682 7704185 SH SOLE 7704185 0 0 CONSTELLATION ENERGY CORP COM 21037T109 223114628 691271 SH SOLE 691271 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 35989637 2108356 SH SOLE 2108356 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 226757080 2063116 SH SOLE 2063116 0 0 EXPAND ENERGY CORPORATION COM 165167735 102949181 880359 SH SOLE 880359 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 127310586 584664 SH SOLE 584664 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 207880649 963347 SH SOLE 963347 0 0 KINDER MORGAN INC DEL COM 49456B101 311562972 10597380 SH SOLE 10597380 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 71782862 591487 SH SOLE 591487 0 0 LOUISIANA PAC CORP COM 546347105 241491650 2808369 SH SOLE 2808369 0 0 NEWS CORP NEW CL B 65249B208 121584930 3543717 SH SOLE 3543717 0 0 NEWS CORP NEW CL A 65249B109 375983767 12650867 SH SOLE 12650867 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 38268238 1886994 SH SOLE 1886994 0 0