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59 North Capital Management, LP
institucionalni vlagatelj · portfelj $4.49 mrd. · 19 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 24
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| Walt Disney Co US:DIS | 5 255 314 | $506 mio. | 11.26% | +3 104 202 |
| AERCAP HOLDINGS NV CUSIP N00985106 | 2 794 436 | $407 mio. | 9.07% | −328 963 |
| Ferguson Plc US:FERG | 1 602 541 | $380 mio. | 8.46% | +175 200 |
| El Paso Energy Capital Trust… US:KMI | 10 399 659 | $332 mio. | 7.40% | −163 741 |
| Louisiana-Pacific Corporatio… US:LPX | 4 209 054 | $331 mio. | 7.37% | +945 244 |
| NEWS CORP US:NWSA | 13 232 481 | $329 mio. | 7.31% | +781 763 |
| CARNIVAL CORP LTD CUSIP G2004J103 | 10 351 493 | $296 mio. | 6.58% | nova |
| DT Midstream Inc US:DTM | 1 974 250 | $290 mio. | 6.45% | −647 659 |
| Genuine Parts Co US:GPC | 2 061 340 | $243 mio. | 5.41% | +1 237 807 |
| SiteOne Landscape Supply Inc US:SITE | 2 057 212 | $235 mio. | 5.24% | +1 007 772 |
| Vulcan Materials Company US:VMC | 643 887 | $190 mio. | 4.23% | nova |
| Loews Corp US:L | 1 644 711 | $186 mio. | 4.14% | +1 188 111 |
| Chevron Corp US:CVX | 1 043 921 | $173 mio. | 3.85% | +21 437 |
| Capital One Financial Corpor… US:COF | 825 152 | $166 mio. | 3.68% | nova |
| Martin Marietta Materials In… US:MLM | 214 146 | $123 mio. | 2.75% | nova |
| Flowserve Corporation US:FLS | 1 552 748 | $115 mio. | 2.56% | nova |
| Sunbelt Rentals Holdings, In… US:SUNB | 1 212 270 | $90.7 mio. | 2.02% | nova |
| Fluor Corporation US:FLR | 1 290 963 | $67.6 mio. | 1.51% | nova |
| NEWS CORP US:NWSA | 1 148 333 | $32.2 mio. | 0.72% | −379 857 |
| CARNIVAL CORP CUSIP 143658300 | 0 (bilo je 9 305 802) | — | — | prodana |
| Constellation Energy Corp US:CEG | 0 (bilo je 813 117) | — | — | prodana |
| Lamar Advertising Company US:LAMR | 0 (bilo je 191 359) | — | — | prodana |
| National Fuel Gas Company US:NFG | 0 (bilo je 174 091) | — | — | prodana |
| WEYERHAEUSER CO US:WY | 0 (bilo je 3 669 100) | — | — | prodana |
V podjetjih iz naše baze podatkov 2
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| NEWS CORP | 3.67% | 13 232 481 | 2026-06-30 |
| AerCap Holdings NV | 1.67% | 2 794 436 | 2026-06-30 |
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