59 North Capital Management, LP
Houston TX · SEC CIK 0001805589
$33.53亿2026Q1 申报市值
17持仓数
86.6%前十大占比 · 第一大 12.8%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CVX 新建仓+$2.12亿
DIS 新建仓+$2.07亿
WY 新建仓+$8,963.61万
GPC 新建仓+$8,708.86万
CEG 加仓+$6,412.05万
2026Q1 卖出最多 按季末市值估算
EXE 清仓-$2.03亿
IBIT 清仓-$1.95亿
DTM 减仓-$5,769.41万
SITE 减仓-$5,413.21万
LAMR 减仓-$5,068.02万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -1,841,634 | -100.0% | -$2.03亿 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,921,034 | -100.0% | -$1.95亿 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $1,635.76万 | 0.49% | 174,091 | 174,091 | — | $1,635.76万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $2,423.75万 | 0.72% | 191,359 | -400,128 | -67.6% | -$5,068.02万 | 减仓 |
| NWS | NEWS CORP NEW | $4,356.87万 | 1.30% | 1,528,190 | -597,379 | -28.1% | -$1,703.13万 | 减仓 |
| L | LOEWS CORP | $4,873.75万 | 1.45% | 456,600 | 456,600 | — | $4,873.75万 | 新建仓 |
| GPC | GENUINE PARTS CO | $8,708.86万 | 2.60% | 823,533 | 823,533 | — | $8,708.86万 | 新建仓 |
| WY | WEYERHAEUSER CO | $8,963.61万 | 2.67% | 3,669,100 | 3,669,100 | — | $8,963.61万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1.40亿 | 4.17% | 1,049,440 | -406,672 | -27.9% | -$5,413.21万 | 减仓 |
| DIS | DISNEY WALT CO | $2.07亿 | 6.18% | 2,151,112 | 2,151,112 | — | $2.07亿 | 新建仓 |
| CVX | CHEVRON CORPORATION | $2.12亿 | 6.31% | 1,022,484 | 1,022,484 | — | $2.12亿 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.27亿 | 6.77% | 813,117 | 229,617 | 39.4% | $6,412.05万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $2.37亿 | 7.08% | 3,263,810 | -273,074 | -7.7% | -$1,986.61万 | 减仓 |
| CCL | CARNIVAL CORP | $2.41亿 | 7.18% | 9,305,802 | 1,722,114 | 22.7% | $4,456.83万 | 加仓 |
| NWSA | NEWS CORP NEW | $3.10亿 | 9.26% | 12,450,718 | -513,516 | -4.0% | -$1,280.20万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $3.33亿 | 9.93% | 1,427,341 | 172,204 | 13.7% | $4,016.83万 | 加仓 |
| DTM | DT MIDSTREAM INC | $3.53亿 | 10.53% | 2,621,909 | -428,411 | -14.0% | -$5,769.41万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $3.54亿 | 10.56% | 10,563,400 | -810,145 | -7.1% | -$2,716.42万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $4.28亿 | 12.78% | 3,123,399 | -187,210 | -5.7% | -$2,568.15万 | 减仓 |