59 North Capital Management, LP
Houston TX · SEC CIK 0001805589
$44.94亿2026Q2 申报市值
19持仓数
74.5%前十大占比 · 第一大 11.3%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DIS 加仓+$2.99亿
CCL 新建仓+$2.96亿
VMC 新建仓+$1.90亿
COF 新建仓+$1.66亿
GPC 加仓+$1.46亿
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$2.41亿
CEG 清仓-$2.27亿
DTM 减仓-$9,503.75万
WY 清仓-$8,963.61万
AER 减仓-$4,795.62万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $5.06亿 | 11.26% | 5,255,314 | 3,104,202 | 144.3% | $2.99亿 | 加仓 |
| AER | AERCAP HOLDINGS NV | $4.07亿 | 9.07% | 2,794,436 | -328,963 | -10.5% | -$4,795.62万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.80亿 | 8.46% | 1,602,541 | 175,200 | 12.3% | $4,158.02万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3.32亿 | 7.40% | 10,399,659 | -163,741 | -1.6% | -$523.48万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $3.31亿 | 7.37% | 4,209,054 | 945,244 | 29.0% | $7,435.29万 | 加仓 |
| NWSA | NEWS CORP NEW | $3.29亿 | 7.31% | 13,232,481 | 781,763 | 6.3% | $1,941.12万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2.96亿 | 6.58% | 10,351,493 | 10,351,493 | — | $2.96亿 | 新建仓 |
| DTM | DT MIDSTREAM INC | $2.90亿 | 6.45% | 1,974,250 | -647,659 | -24.7% | -$9,503.75万 | 减仓 |
| GPC | GENUINE PARTS CO | $2.43亿 | 5.41% | 2,061,340 | 1,237,807 | 150.3% | $1.46亿 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2.35亿 | 5.24% | 2,057,212 | 1,007,772 | 96.0% | $1.15亿 | 加仓 |
| VMC | VULCAN MATLS CO | $1.90亿 | 4.23% | 643,887 | 643,887 | — | $1.90亿 | 新建仓 |
| L | LOEWS CORP | $1.86亿 | 4.14% | 1,644,711 | 1,188,111 | 260.2% | $1.35亿 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.73亿 | 3.85% | 1,043,921 | 21,437 | 2.1% | $355.34万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.66亿 | 3.68% | 825,152 | 825,152 | — | $1.66亿 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.23亿 | 2.75% | 214,146 | 214,146 | — | $1.23亿 | 新建仓 |
| FLS | FLOWSERVE CORP | $1.15亿 | 2.56% | 1,552,748 | 1,552,748 | — | $1.15亿 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $9,068.99万 | 2.02% | 1,212,270 | 1,212,270 | — | $9,068.99万 | 新建仓 |
| FLR | FLUOR CORP | $6,763.36万 | 1.51% | 1,290,963 | 1,290,963 | — | $6,763.36万 | 新建仓 |
| NWS | NEWS CORP NEW | $3,222.22万 | 0.72% | 1,148,333 | -379,857 | -24.9% | -$1,065.88万 | 减仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -9,305,802 | -100.0% | -$2.41亿 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -813,117 | -100.0% | -$2.27亿 | 清仓 |
| WY | WEYERHAEUSER CO | $0 | 0.00% | 0 | -3,669,100 | -100.0% | -$8,963.61万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO | $0 | 0.00% | 0 | -191,359 | -100.0% | -$2,423.75万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -174,091 | -100.0% | -$1,635.76万 | 清仓 |