59 North Capital Management, LP

Portfolio Overview

59 North Capital Management manages a highly concentrated portfolio valued at approximately $2.47 billion as of September 30, 2025. The fund experienced a decrease in assets under management (AUM) of 11.9%, down from $2.80 billion in the previous quarter. This reduction in total value is attributable to a combination of market performance and significant capital reallocation, as evidenced by the exit from seven positions. The portfolio is exceptionally focused, comprising...