Read this manager's filing book
Disclosed positions
59 North Capital Management, LP: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- DISNEY WALT CO
- Ticker
- DIS
- Class
- COM
- Reported value
- $505,823,973
- Reported amount
- 5,255,314
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000919574-26-005483Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| DISNEY WALT CO | DIS | COM | $505,823,973 | 5,255,314 | SH | None |
| AERCAP HOLDINGS NV | AER | SHS | $407,372,880 | 2,794,436 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $380,331,056 | 1,602,541 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $332,477,098 | 10,399,659 | SH | None |
| LOUISIANA PAC CORP | LPX | COM | $331,084,188 | 4,209,054 | SH | None |
| NEWS CORP NEW | NWSA | CL A | $328,562,503 | 13,232,481 | SH | None |
| CARNIVAL CORP LTD | CCL | COMMON SHARES | $295,742,155 | 10,351,493 | SH | None |
| DT MIDSTREAM INC | DTM | COMMON STOCK | $289,701,445 | 1,974,250 | SH | None |
| GENUINE PARTS CO | GPC | COM | $243,196,893 | 2,061,340 | SH | None |
| SITEONE LANDSCAPE SUPPLY INC | SITE | COM | $235,365,625 | 2,057,212 | SH | None |
| VULCAN MATLS CO | VMC | COM | $189,953,104 | 643,887 | SH | None |
| LOEWS CORP | L | COM | $186,197,732 | 1,644,711 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $173,040,345 | 1,043,921 | SH | None |
| CAPITAL ONE FINL CORP | COF | COM | $165,541,994 | 825,152 | SH | None |
| MARTIN MARIETTA MATLS INC | MLM | COM | $123,497,998 | 214,146 | SH | None |
| FLOWSERVE CORP | FLS | COM | $115,151,792 | 1,552,748 | SH | None |
| SUNBELT RENTALS HOLDINGS INC | SUNB | SHS | $90,689,919 | 1,212,270 | SH | None |
| FLUOR CORP | FLR | COM | $67,633,552 | 1,290,963 | SH | None |
| NEWS CORP NEW | NWS | CL B | $32,222,224 | 1,148,333 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.