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Michael Bilger

59 North Capital Management, Lp

Assets Managed
$3.353B
Holdings
17
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
4.38%(2Q avg: 2.24%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in 59 North Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of 59 North Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.353B in assets, with a quarterly growth rate of 4.38% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Michael Bilger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AER
Aercap Holdings Nv
Recent Activity
Decreased -5.65%
12.79%
$428.468M
3.123M shares@ $137.19 avg price
KMI
Kinder Morgan Inc
Recent Activity
Decreased -7.12%
10.57%
$354.191M
10.563M shares@ $33.53 avg price
DTM
Dt Midstream Inc
Recent Activity
Decreased -14.04%
10.54%
$353.092M
2.622M shares@ $134.67 avg price
FERG
Ferguson Enterprises Inc
Recent Activity
Increased 13.72%
9.94%
$332.942M
1.427M shares@ $233.27 avg price
NWSA
News Corp - Class A
Recent Activity
Decreased -3.96%
9.26%
$310.396M
12.451M shares@ $24.94 avg price
CCL
Carnival Corp
Recent Activity
Increased 22.71%
7.19%
$240.834M
9.306M shares@ $25.89 avg price
LPX
Louisiana-pacific Corp
Recent Activity
Decreased -7.72%
7.09%
$237.442M
3.264M shares@ $72.76 avg price
CEG
Constellation Energy
Recent Activity
Increased 39.36%
6.78%
$227.063M
813,117 shares@ $279.25 avg price
CVX
Chevron Corp
Recent Activity
New Position
6.32%
$211.552M
1.022M shares@ $206.91 avg price
DIS
Walt Disney Co The
Recent Activity
New Position
6.19%
$207.324M
2.151M shares@ $96.39 avg price

1-10 of 17